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Practice Manager - Display Name for clients

It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.

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Bridgette Banks shared this idea  ·   ·  Report…  ·  Admin →
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  • Jake McElwaine commented  ·   ·  Report

    This would be great if there was a simple check box for invoicing in XPM that you could either use the display name for entities or use the clients name for individuals. It would also be great if XPM could actually recognise the clients name in Xero blue even if it isn’t last name first. This is an easy but crucial feature that XPM should cater for.

  • Alastair Abbott commented  ·   ·  Report

    Especially for our SMSF clients this is a constant issue when we have 3-4 unique clients, but with exactly the same name. Often ending up with confusion and sync errors from practice manager to Xero Blue.

  • Carey Batchelor commented  ·   ·  Report

    This would also help with the integration of Xero Blue which we use for invoicing, as Xero blue doesn't accept duplicate names and mixes up contacts based on identical client names and you end up sending the invoice to the wrong client.

  • Trudi Johnston commented  ·   ·  Report

    Display Name and Legal Name Shown

    It would be helpful if the Display Name and Legal Names were shown on the same page when you access a client in XPM.

    When you are looking for the legal name to address a letter to you have to click into the client.

  • Eleonora Yazici commented  ·   ·  Report

    It is essential to use the Groups function to group your clients, easy to identify if client is a group.

  • Loc Trinh commented  ·   ·  Report

    We have several instances where 3-4 trusts will have the same or similar name, it would make life easier if there was a display name option. Otherwise, if we were to put the bracket in the name, it also flows on through to the tax returns etc,. This would also be great if it applied to non individual entities in general, its sometimes easier to identify clients by there business names.

  • Sean Yan commented  ·   ·  Report

    maybe to follow client names with client code

  • Xero Ideas at GT commented  ·   ·  Report

    We have many duplicated client names across our offices and this causes a lot of confusion.

  • Karen Feng commented  ·   ·  Report

    Have display name/preferred name field for trusts too. Some trusts have the same name. It will be good to be able to identify them from displayed name rather than having to go through the contacts or group page. We just need to put in a bracket at the back of their trust display name the group it belongs to.
    Can have the actual entity name somewhere else.