Settings and activity
2 results found
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1 vote
Thanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.
Make sure to share with any colleagues that may also find this helpful, so they can vote too!
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181 votes
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.
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Mimi Secco
commented
This is important to our practice as family members often refer one another, and it is also useful for staff not familiar with clients.
Mimi Secco
supported this idea
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I would like greater customisation options for the cover page. Specifically
1 can we relocate the logo to centre of header
2 do not have logo appear on every page thereafter
3 insert a footer on the cover page to add our limited liability text
Thanks, from Newly transitioned to Xero from a competitor