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  1. Practice manager - Relationship flow between shareholders and beneficiary

    1 vote

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea with us. We appreciate you explaining how important accurate representation of complex shareholding structures is for your practice.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Rachel Venn shared this idea  · 

  2. XPM: Include 'Client Type' field in the csv template for bulk upload

    18 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Rachel Venn supported this idea  ·