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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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    Donna Murphy (practice) commented  · 

    We have a significant number of unit trusts and the unitholding is the defining factor of a unit trust - so surely it cannot be that hard to add one relationship type to XPM to cover a business structure that is already a default structure in XPM.

    Donna Murphy (practice) supported this idea  · 

  2. AU tax - Split husband and wife interest income

    15 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Donna Murphy (practice) commented  · 

    With large inter-related taxpayers, this has been one of the most used features of Myob tax by our practice for over twenty years. This reduces the processing time and also the opportunity of error rekeying data multiple times.

    Donna Murphy (practice) supported this idea  ·