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Practice Manager - Relationship Type

Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.

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Jennifer Morris shared this idea  ·   ·  Report…  ·  Admin →
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  • Molly Mason commented  ·   ·  Report

    Add a relationship to be 'partner' rather than just spouse as clients are not always married. No way to reflect this accurately

  • Sharnette Josephs commented  ·   ·  Report

    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..........

  • Jessica Jilbert commented  ·   ·  Report

    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.

  • Debra Hancock commented  ·   ·  Report

    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.

  • Caryn Rennie commented  ·   ·  Report

    Agree - this is a critical feature to ensure we understand our client structures

  • Jan Donnelly commented  ·   ·  Report

    We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
    This is an essential feature as we have large groups with many entities and/or family members.

  • Ashley Head commented  ·   ·  Report

    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.

  • Janice McIntyre commented  ·   ·  Report

    We would also like the functions of being able to add Unit Holder for a Unit trust

  • Katie Terpstra commented  ·   ·  Report

    Agree - this is a critical feature to ensure we understand our client structures

  • Felicity Charles commented  ·   ·  Report

    Agree - this would be a critical feature to help staff and ensure nothing is missed

  • Matthew Baum commented  ·   ·  Report

    This would be handy as not all family members have the same last name so would make it easier to search and identify family relationships

  • Tahlia Sinnott commented  ·   ·  Report

    It enables us to create structure diagrams and understand our clients structures (and not make silly mistakes)

  • Dylan Davis commented  ·   ·  Report

    Absolutely essential! Can't believe this hasn't been actioned already

  • Kylie Cosgrave commented  ·   ·  Report

    Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'

  • Melanie McPhillips commented  ·   ·  Report

    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!

  • Petra Main commented  ·   ·  Report

    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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