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  1. Client list - Ability to identify Trustee Companies

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    1 comment  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.

    Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.

    I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.

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    Malcolm Davies commented  · 

    Also the ability to prepare financial statements for a non-trading trustee company without the need to open or create and seperate Xero data file.

    It should be a reporting option within the trust file to be able to print financial statements for the non-trading trustee company.

    This is a feature that MYOB provides to their paractice partners and should also be a feature provided by Xero.

    Attached is a redacted sample of what MYOB provide.

    Malcolm Davies supported this idea  ·