Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    257 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    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.

    Tara Sharp supported this idea  ·