Practice tools | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
Hi team, thank you for everyone's engagement and support in this idea. With the new unified client experience now live to all practices we are pleased to return and move this idea to completed.
As mentioned in my previous update, with the new experience we have incorporated additional detail fields such as Date of Death for Individual / Sole Trader business structures.😊
-
Appreciate your interest in being able to pull the date of death field into other areas, Melanie. I have started a new idea(https://productideas.xero.com/forums/967127/suggestions/50911952) on your behalf that we can begin to track interest in this from.
-
Melanie Morrison
commented
Why does the date of death not flow from the clients details into the relevant tax return?
-
Paul Howlett
commented
Frankly, Kelly, any suggestion that this would take more than a single dev a single week to implement is insulting.
Go into database
Find 'contact details' section
Find 'Date of Birth' line entry
Insert new line entry underneath
Line Entry Name 'Date of Death'
Line Entry Type 'date'Now your dev has 39 hours and 58 minutes left of their workweek to 'debug' or get coffee or whatever, and you can mark this "PrOdUcT iDeA" closed.
-
Carey Batchelor
commented
We created a "date of death" field as a custom field in XPM. However, would be good if you could add it under Tax and Company so that the date filters through to the "date of death (if applicable)" field in the individual tax return.
-
Louise Harris
commented
This is a must field and should be included under date of Birth in contacts. We should not have to create a custome field for this requirement.
Currently i am using the custome field approach but this isnt as easily visable when you first look at client information. -
Dande Taxplan
commented
There are a lot of things you can do in MYOB that you can't do in Xero as we are just now finding out. This should be a standard field in any decent practice management software.
-
Rebecca Walsh
commented
Relevant and should be included as a matter of some importance to Tax Returns and reference for all Team Members
-
Kath Elston
commented
Can you please organise to include this under date of birth field.
-
Babs Bright
commented
I agree
-
Jocelyn Tamai
commented
I agree! Would really love to have this as a standard field right under DOB, rather than having to create a custom field. We shouldn't have to go hunting for the DOD when it can just be added to the sidebar with the other contact details.
-
Riki Blake
commented
Date of death field, will this be added to client records at any time soon? this should be a standard field in the tax practice manager software.
-
Tracey Robinson
commented
So important as a standard field and right next to date of birth.
-
Michelle Kinscher
commented
Should be a standard field and under/next to date of birth!
-
Jacqui Turner
commented
Very important that we have relevant information on our clients, that goes for DOD
-
Tim Gay
commented
Vital to ITR prep.
-
Sally Quayle
commented
relevant and should be a standard field
-
Sheree Allen
commented
Date of death field is a very relevant field and should be listed as a standard field
-
Tara Sharp
commented
"Date of Death" should be an option under "Contact Details" so listed in main area and to avoid adding this this information to another area such as "Fax" and avoid adding a custom field which would be located further down under client profile.
-
Sharon Klabikowski
commented
it is very important that we have updated information on our clients that goes for DOB & DOD
-
Eleanor Campbell
commented
We would love this feature. It saves time hunting for this information elsewhere or writing it into a field that should be used for other information.