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  1. Practice Manager - Relationship Type

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    47 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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.

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    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.