Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
Administration AZA
shared this idea
Hi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
-
Malcolm Davies
commented
Also the ability to prepare financial statements for a non-trading trustee company without the need to open or create and seperate Xero data file.
It should be a reporting option within the trust file to be able to print financial statements for the non-trading trustee company.
This is a feature that MYOB provides to their paractice partners and should also be a feature provided by Xero.
Attached is a redacted sample of what MYOB provide.
