Client Relationships

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The Relationships tab displays the relationship between two clients, for example, Shareholders, Partners or Directors.

Practices on the Elite plan will be able to create and manage relationships. Practices on the Pro plan will be able to view relationships maintained in Xero Practice Manager and synchronised to FYI.

The following is an example of the Client - Summary tab for practices on the Elite plan.

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The following is an example of the Client - Summary tab for practices on the Pro plan.

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The Relationships List is used in the same way as other Client lists in FYI, with the ability to use the Columns and Filters tab to manage what data is displayed. Refer to Sorting and Filtering Clients Lists.

The Shares and Percentage column will be populated if the Relationship selected was either Shareholder Of or Partner Of. For all other Relationship Types, this field will be blank.

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Practices on the Elite plan using the Relationships Beta will be able to create and maintain relationships between clients. Refer to Editing Client Relationships (Beta).

Practices on the Pro plan integrated with Xero Practice Manager will be able to view the relationships, however, the setup and management of Client Relationships will need to be performed in Xero Practice Manager.

Refer to the Xero article Set up and manage client relationships in Practice Manager or Xero Tax.

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