Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    31 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

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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
    An error occurred while saving the comment
    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

    180 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

    47 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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
    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.

    Darriel Mendoza supported this idea  · 

  3. XPM - Relationship option for 'Unitholders'

    20 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

    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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
    An error occurred while saving the comment
    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  ·