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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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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

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  • Donna Murphy (practice) commented  ·   ·  Report

    We have a significant number of unit trusts and the unitholding is the defining factor of a unit trust - so surely it cannot be that hard to add one relationship type to XPM to cover a business structure that is already a default structure in XPM.

  • Sue Smith commented  ·   ·  Report

    I agree, this would be a fantastic addition. At the moment, there is no way to connect and easily search the unit holders and it makes for additional work to search elsewhere.

    Thank you Melissa for your suggestion.

  • Lisa Lowcock commented  ·   ·  Report

    Similarly, including the option of having " Shareholder of " selection in the relationship drop down box for SMSF clients

  • 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

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