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3 results found

  1. XPM - Job Budgets easily seen under the Jobs tab

    32 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Darriel Mendoza commented  · 

    Clarification:

    I was referring to the Jobs tab within the client page as snipped below:

    Darriel Mendoza shared this idea  · 

  2. Practice Manager - Relationship Type

    197 votes

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    59 comments  ·  Practice tools  ·  Admin →
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    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.

    Darriel Mendoza supported this idea  · 

  3. XPM - Relationship option for 'Unitholders'

    21 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Darriel Mendoza commented  · 

    Need to reflect in the relationships section what the actual relationships are across a group of entities. Using Shareholders or Beneficiaries as alternative options is not correct because this doesn't tell the actual and legal nature of the entities involved e.g. shares and units are not the same.

    Darriel Mendoza supported this idea  ·