Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Practice Manager - Add Relationship type

    75 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Andrea Farmilo commented  · 

    Thanks for the suggestion Melissa. I agree, at a firm level we should have the flexibility to set up the relationship structures that we want to provide value and improve processes in our firm. I would like this suggestion implemented too please.