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  1. XPM: Report on new, archived and terminated clients

    5 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Narelle Sampson commented  · 

    This would be great - we do need it for reporting purposes...

    Narelle Sampson supported this idea  · 

  2. Practice Manager - Add Relationship type

    63 votes

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    16 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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    Narelle Sampson commented  · 

    It would be great if we could add another client relationship - named, "Ultimate Holding Company" and "Related Entity"