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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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    Sue Smith commented  · 

    I agree, this would be a fantastic addition. At the moment, there is no way to connect and easily search the unit holders and it makes for additional work to search elsewhere.

    Thank you Melissa for your suggestion.

    Sue Smith supported this idea  ·