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  1. Practice Manager | Entities with the same name - Trusts & Superfunds

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashley McCarron shared this idea  · 

  2. Practice Manager - Add Relationship type

    75 votes

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    24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

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    Ashley McCarron commented  · 

    This is an update that would make things much clearer.

    Ashley McCarron supported this idea  ·