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  1. Practice Manager - Relationship Type

    185 votes

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    50 comments  ·  Practice tools  ·  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.

    Elizabeth Albany supported this idea  · 

  2. XPM - Branch / Department Feature

    45 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Elizabeth Albany commented  · 

    We have a number of large client groups who have multiple branch numbers for activity statements - we cannot add these clients into Xero multiple times just to prepare activity statements - this will also cause issues for lodgements and reporting.

    Elizabeth Albany supported this idea  ·