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  1. Practice Manager - Relationship Type

    195 votes

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    58 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Abby Davis commented  · 

    Please give us Unit Holder as a relationship so when we have Unit Trusts the relationship is correct - Unitholder not Shareholder

    Abby Davis supported this idea  · 

  2. XPM - Update client details via API

    24 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Abby Davis supported this idea  ·