Mid-June will see the first release of Practice Manager, a Xero-branded re-imagination of WorkflowMax Practice Manager.
Practice Manager is a core part of Xero Practice Studio, our suite of solutions for accountants, bookkeepers and financial advisors that also includes Workpapers, Reporting and Tax.
Over the past 12 months we have applied significant resources into reimagining and rebuilding WorkflowMax, taking another step on our journey towards ensuring Xero Practice Studio is the leading integrated solution to manage your practice and work with your clients. This first release of Practice Manager is a culmination of months worth of analysis, design, engineering and investment and is a major milestone on the journey towards our Practice Studio vision.
With this release, we have done much more than simply update the user interface: we have taken the time to build efficiencies into the interactions, to improve the usability and to allow each user to distill the information down to only the subsets of data that relate to them.
Due to the complexity of the update and the complete rewrite of the interface in the latest technology available, in order to mitigate any risk, lower any training time and to ensure a smooth transition, we are going to be rolling out the release incrementally – both in terms of the product itself and to targeted sections of our user base.
Today I’m excited to announce the first modules of the new user interface are set to be released in mid June to all of our users who are currently using the WorkflowMax Practice Manager version. Version one of Practice Manager will contain all new:
- Client Module
- Global Search
- Adhoc Time entry
- Invoice and Quote Manager screens
- Header navigation
- WIP Management
- Tax Preparation (for New Zealand only)
Across the next month I will post a series of blog posts delving deeper into the functional enhancements in each of the above modules, with screenshots and videos detailing the new features.
Following this initial release of Practice Manager, we will continue to evolve the solution, with Reporting and Time Sheets targeted for release over the coming months.
The appeal of the iterative release approach means you can progressively experience significant parts of the new user interface and its capabilities without having to wait for the entire application to be finished. It also means that any learning or up-skilling is a kept to a minimum as small changes are included in each release cycle.
Organisations currently using WorkflowMax (the non-accountant version of the product) should monitor the WorkflowMax blog for updates on its release schedule.
If you want to find out more, check out our FAQ page.