Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)

Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Emma Grant commented
Loving all of the support for this!
Please Xero gurus!!!!
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Annaliese Lyell commented
This is a great idea. When I used Handisoft, it had this and it was brilliant to quickly ascertain if a particular service was required due to a clients age. Old and young.
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Simon Latta commented
This would be extremely helpful for when a client calls to discuss matters where their age may determine the answer provided.
Having the age there will allow us to concentrate on the discussion without multi-tasking and calculating the date of birth while listening.
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Barrick Rothschild commented
Great idea
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Sandra Andrews commented
I agree with Kerrie's comment. Sometimes you need to know how old a client is for various reasons as advised by Kerrie - private health, super, retirement.
It would be great to be able to see it without having to calculate it from their date of birth. It is time saver but can also increase the fee base of a client and allow us to provide more personalised service for the client based on their needs. -
Kerrie Flood commented
I would find it useful for incidental chats with clients - example - "you are almost 30, time to think about whether you commit to private hospital cover", "you are approaching age pension age, let's start planning for that" etc etc
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Stu Wehner commented
And then Emma to have a standard Birthday report where you select the month and it gives all the clients that have a birthday in that month - the day and the age that they will be .. then we can proactively send a Happy birthday to them