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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.

70 votes

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Mel Currie shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded  · 

Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊

We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.

After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.

In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.

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  • 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.