Settings and activity

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1. XPM - Relationship option for 'Unitholders'

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Melissa Large supported this idea  ·  28 November, 2024

2. Practice Manager - Relationship Type

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   submitted  ·  42 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Melissa Large commented  ·  21 March, 2024  ·  Edit…  ·  delete…

   Well said Jessica - obviously not a priority at all!

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   Melissa Large commented  ·  04 May, 2022  ·  Edit…  ·  delete…

   It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.

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   Melissa Large supported this idea  ·  04 May, 2022