Settings and activity
4 results found
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6 votes
🌟 Thanks for sharing this idea and for letting us know how having the month displayed alongside the dates in Staff Allocation would make the schedule clearer, especially when viewing multiple weeks or when the dates roll into a new month. We’ll start to get a gauge of the support for this from your idea, here. Feel free to share it with colleagues who’d also like to see this, so they can add their support too.
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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
commented
This would be an essential QA feature as the ATO increases its scrutiny on trusts
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 is critical for practice management in dealing with client workflow and upcoming spikes, shortages in time and resources. To be honest its crazy its not already on there.