Settings and activity

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

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Darriel Mendoza commented  ·  31 January, 2024  ·  Edit…  ·  delete…

   Clarification:

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

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   Darriel Mendoza shared this idea  ·  31 January, 2024

2. Practice Manager - Relationship Type

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Darriel Mendoza supported this idea  ·  31 January, 2024

3. XPM - Relationship option for 'Unitholders'

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Darriel Mendoza commented  ·  14 December, 2023  ·  Edit…  ·  delete…

   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.

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   Darriel Mendoza supported this idea  ·  14 December, 2023