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For accountants & bookkeepers: Xero Practice Manager

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XPM - Relationships - Add Share Class Type

The ability to add share class in relationships.
Currently you can only add the number of shares.
However, we have a lot of companies that have different share class types (A Class, B Class, ORD Class etc).
SUGGEST: adding a field under number of shares where you can type the share class (see attached example).

This is a critical feature for our firm that is missing from XPM.

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Mel Currie shared this idea  ·   ·  Report…  ·  Admin →
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  • Antonia Basdravalas commented  ·   ·  Report

    In the client's relationships section, It would be beneficial if we had another section for shares stating whether they are beneficially held or not. 

  • Michelle Spann commented  ·   ·  Report

    We discovered this issue again recently when trying to set up relationships in XPM since the changeover from MYOB. Many of our clients have many different shares ie 1 A, 2 B and 500 ORD for example and these cannot be differentiated in XPM. Each time you wanted to confirm shares you would need to login separately into NowInfinity for example in order to clarify which shares are which. This is a crucial piece of information that is currently lacking.