Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
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, while practices on the Pro plan will be able to view relationships maintained in Xero Practice Manager and synchronised to FYI.
Client Relationships Layout
The following is an example of the Client - Relationships tab for practices on the Elite plan.
The following is an example of the Client - Relationships tab for practices on the Pro plan.
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 Lists.
The Shares and Percentage column will be populated if the Relationship selected was Shareholder Of, Partner Of, or Owner Of. For all other Relationship Types, this field will be blank.
Using Client Relationships
Creating and Managing Relationships
This feature requires FYI as Primary for Client Maintenance to be enabled.
Adding a Client Relationship allows your practice to easily manage when clients share relationships with other clients, for example, directors of a company, family members, or shareholders.
A client must have an assigned Business Structure to be able to create relationships in FYI. Refer to Creating and Editing Client Relationships.
Relationship Activity
The Activity section of the Relationship drawer will display changes that have been made, including when a relationship has been created, edited or removed in either FYI or Xero Practice Manager.
An entry will also be added to the Client - Activity tab.
Note: Changes will only display for practices on the Elite plan and practices that have FYI as Primary for Client Maintenance enabled.
Archived Clients
When clients are archived, the relationships will remain on the Client - Relationship tab.
If one of the clients displayed on the Relationships tab has been archived, "Archived" will be displayed in yellow next to the Client Name in the list.