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  1. Practice Manager - Relationship Type

    195 votes

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    58 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sharon Quak supported this idea  · 
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    Sharon Quak commented  · 

    We'd like to see Unitholder added as a relationship type. This is a common structure for our clients and being able to track it in Practice Manager would be really valuable for us.

  2. Report Templates include a Signature

    53 votes

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    submitted  ·  8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sharon Quak supported this idea  ·