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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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    Jessica Jilbert commented  · 

    Hi Xero team. Are we going to get a response from you regarding addition of the Unitholder relationship anytime soon. Seems that this isn't a priority when this thread has been dragging on since 2022.