More Options in Relationship area for AML compliance
With AML/CTF we need more options in the relationship area so that the "Know your client" data is more accurate.
Shareholder - can we have class and number of shares held
Beneficiary - can we have primary/designated and secondary as options
1
vote
Administration AZA
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂