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

    254 votes

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

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

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    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  ·