Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Practice Manager

Categories

(thinking…)

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.

68 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Mel Currie shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.