XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
Graeme Anstey
shared this idea
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Carmen Torraca
commented
It's essential to be able to add the actual relationships across a group of entities.
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Xero Manager
commented
Add a relationship option for "Unit Holder" along with the "number of Units". This would be very helpful when setting up Unit Trusts in XPM.
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Darriel Mendoza
commented
Need to reflect in the relationships section what the actual relationships are across a group of entities. Using Shareholders or Beneficiaries as alternative options is not correct because this doesn't tell the actual and legal nature of the entities involved e.g. shares and units are not the same.