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  1. Practice Manager | Add Non-Clients for use in a Relationship

    29 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristy Wells supported this idea  · 
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    Kristy Wells commented  · 

    It is really annoying that you can’t have all the directors/shareholders/members etc. for an entity on their client record just because they aren’t a client themselves. We have companies with no directors and nowhere to note who the directors are. Naturally we have this information elsewhere, but since this is ‘THE’ record it should really all be available in one place. We could do it in MYOB!

  2. XPM - Relationships - Add Share Class Type

    44 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristy Wells supported this idea  · 

  3. Practice Manager | Select multiple relationships at once

    30 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristy Wells supported this idea  ·