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  1. Practice Manager - Relationship Type

    185 votes

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    50 comments  ·  Practice tools  ·  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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    Muhammad Mansha Shahid commented  · 

    Agree - this is a critical feature to ensure we understand our client structures.

  2. Practice tools | Clients - Create a registered office field on client details for companies

    120 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Muhammad Mansha Shahid supported this idea  ·