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  1. Contact - Field for Business Registered Name

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, appreciate all the engagement here so far. It has been a while, so wanted to update the status of this idea here. We understand that when you’re managing contacts, having a clear way to separate a legal entity name from a trading name can be important for keeping your records accurate.

    The suggestion here is to add a dedicated Legal Name / Business Registered Name field to contact records, so this information can be stored separately and used when managing documents, reporting, and client details.

    We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from businesses that need to manage different legal and trading names in their workflows.


    Andrew Harvey supported this idea  · 
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    Andrew Harvey commented  · 

    I'd like to use the the entity legal name to appear on quotes and invoices, but have a nickname / display name appearing in Xero.

    For example there may be "Department of X" in multiple states of Australia and a nickname would help distinguish them.