Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager - Relationship Type

    198 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

    59 comments  ·  Practice tools  ·  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
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.

    We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.

    Hayley Anderson supported this idea  · 
    An error occurred while saving the comment
    Hayley Anderson commented  · 

    It would be great if Xero Practice Manager could include a Unit Holder relationship type. At the moment, we can record shareholders, partners, and directors, but not unit holders -which makes it tricky when managing clients with unit trusts.

    Adding Unit Holders would make it much easier to keep client relationship info complete and consistent without having to track it separately.

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    284 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

    105 comments  ·  Reports & tax » Manual journals  ·  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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Hayley Anderson supported this idea  ·