Settings and activity
3 results found
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12 votes
Hi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
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Joel Short
supported this idea
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23 votes
Thanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
An error occurred while saving the comment Joel Short
commented
this is also critical from a quality assurance perspective, both from a supervisor review and client facing perspective.
Joel Short
supported this idea
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11 votesJoel Short
supported this idea
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This would be an essential QA feature as the ATO increases its scrutiny on trusts