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  1. 56 votes

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    Carl Marinovic commented  · 

    Please include.

    Carl Marinovic supported this idea  · 
  2. 48 votes

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    Carl Marinovic commented  · 

    Please add this feature!!

    Carl Marinovic supported this idea  · 
  3. 57 votes

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    Carl Marinovic commented  · 

    I agree, it can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.

  4. 180 votes

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    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.

    Carl Marinovic supported this idea  ·