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

    257 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jean Sutherland commented  · 

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

  2. Workpapers - Roll forward to the next years workpapers

    105 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Jean Sutherland supported this idea  · 
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