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  1. Practice Manager - Add Relationship type

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    24 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.

    Lisa Lowcock supported this idea  · 
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    Lisa Lowcock commented  · 

    Similarly, including the option of having " Shareholder of " selection in the relationship drop down box for SMSF clients