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  1. Client - Add more relationship options

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    3 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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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    Mark Tulloch commented  · 

    Can we please have a Relationship Type "Executor Of" relevant for executor/s of an estate.

    Mark Tulloch supported this idea  ·