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23 results found

  1. XPM - Relationships - Add Share Class Type

    70 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊

    We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.

    After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.

    In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.

    Krystal Serval supported this idea  · 

  2. Practice Manager | Invoicing - Default to Fixed Price

    12 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Krystal Serval shared this idea  · 

  3. Xero Me | Sync timesheets from Practice Manager (XPM)

    10 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

    Krystal Serval supported this idea  · 
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