Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
Valerie Dempsey
shared this idea
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
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Yasmin Hardy
commented
It came up today in our office!
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Amanda Jarvis
commented
This came up again today in our office
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Sallyanne Smith
commented
As Chris Schwartz mentioned below, we also added this field in custom fields
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Lyn Buckby
commented
It would be very helpful to have a date of death on the main screen preferably underneath the date of birth.
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Alison Haughton
commented
I add (D July 2022) to a contact name and also have a contact group for deceased clients
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Chris SCHWARTZ
commented
We have this as a custom field but it would be better if it was supported.
Also date added & date archived. -
Thanks Jean!
Valerie - Do custom fields in XPM solve what you need here?
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Jean Sutherland
commented
You can add customised fields in XPM through Business - Settings - Custom Fields