Settings and activity
3 results found
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197 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
Brad Arnold
supported this idea
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An error occurred while saving the comment -
9 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.
An error occurred while saving the comment Brad Arnold
commented
'Specified Individual' or 'FTE Test Individual' for family trust elections would also be valuable
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21 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
Brad Arnold
supported this idea
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'Specified Individual' or 'FTE Test Individual' for family trust elections would also be valuable