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Practice Manager | Clients - Date of death field for client details

Date of death field to add in to client details would be helpful

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Valerie Dempsey shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

As soon as there's more progress we'll share an update on this, with you all here.

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  • Sallyanne Smith commented  ·   ·  Report

    As Chris Schwartz mentioned below, we also added this field in custom fields

  • Lyn Buckby commented  ·   ·  Report

    It would be very helpful to have a date of death on the main screen preferably underneath the date of birth.

  • Alison Haughton commented  ·   ·  Report

    I add (D July 2022) to a contact name and also have a contact group for deceased clients

  • Chris SCHWARTZ commented  ·   ·  Report

    We have this as a custom field but it would be better if it was supported.
    Also date added & date archived.

  • Jean Sutherland commented  ·   ·  Report

    You can add customised fields in XPM through Business - Settings - Custom Fields

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