Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Sharnette Josephs commented
Thank you Kelly, i am getting just a little frustrated that Xero asks for ideas but then the answer seems to be the same: Good idea but yeah nah, not doing it. Not happy, this idea seems not that complicated to me..........
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Melissa Large commented
Well said Jessica - obviously not a priority at all!
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Jessica Jilbert commented
Hi Xero team. Are we going to get a response from you regarding addition of the Unitholder relationship anytime soon. Seems that this isn't a priority when this thread has been dragging on since 2022.
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Debra Hancock commented
The option of unitholder would be great along with Sibling and Executor. It would also be good to have an option of De facto as another option to Spouse.
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Ashley McCarron commented
This is an update that would make things much clearer.
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Ashley Head commented
We really need the relationship type Unit Holder for unit trusts and it needs to have the option to enter the number of units like the shareholder relationship has. The beneficiary relationship isn't sufficient for unit trusts.
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Janice McIntyre commented
We would also like the functions of being able to add Unit Holder for a Unit trust
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Kylie Cosgrave commented
Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'
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Melanie McPhillips commented
Is it possible to get an update on this? We have an abundance of unnecessary DNAF (do not act for) clients in our system, that we don't really want, just because we have to list them somewhere / link to structure charts. Being able to manually add these into relationships, would save so much time and hassle, both in acct and admin time, and also in reporting!
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Petra Main commented
It would also be great if we can add custom relationships. For example, we have clients who are perhaps the executor or power of attorney for another client, but we can’t add that relationship.
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Narelle Sampson commented
It would be great if we could add another client relationship - named, "Ultimate Holding Company" and "Related Entity"
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Melanie McPhillips commented
I would also like to add a function to this!
It would be good to manually write external parties (non-client), and there associated dates, number of shares, notes, etc, so that we don't have to add them to XPM as a client and list as Do Not Act For (as it makes the group and client list messy). The aim would be that the non-clients can still link through to structure charts, etc.
Would also be good to have the non-clients (manual entries) shown in a different colour (or just black as wont be linked), so that it is easy to tell which are clients v non-clients.
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Jacqui Trumper commented
+1 for being able to add custom relationships at a practice level, as that would cover all bases for everyone
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Michelle Geldenhuys commented
Yes it would be awesome to add our own relationship type e.g. sibling, life partner, etc
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Melanie McPhillips commented
Agree with this! Would like to show clients are siblings, etc, so people don't get confused about the relationships.
Would also like to have an option called Bare Trust.
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Wendy Litherland commented
It would be great if we could add other relationships than the following:
Director, Shareholder, Trustee, Beneficiary, Partner, Settlor, Secretary, Public Officer, Spouse, Parent Of, Child Of, Appointer, Member, Auditor, Owner.
I.e., sibling, cousin, executor, bookkeeper, employee etc - ideally we'd love to be able to use it to create a mind map of entire groups and how they are interconnected