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  1. Practice Manager - Relationship Type

    181 votes

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    49 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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    Sara Thakkar commented  · 

    We really need this information field for our client records. It is becoming increasingly important for my team to work collaboratively without needing to access trust deed document.

    Sara Thakkar supported this idea  · 

  2. Invoices - Bulk export more than 500 invoices

    12 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Sara Thakkar commented  · 

    I really need to export bills without limiting them to 500 as I am dealing with bulk data, and every week, I need to export bills over 10,000 to check for double payment. It takes over 3 hours to do things manually. We are looking for alternate software for just this functionality. I would appriciate if this feature becomes instantly available.

    Sara Thakkar supported this idea  ·