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  1. Client - Add a dedicated "Trading As" field to client's record

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.

    The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.

    We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.


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    Juanita Nel commented  · 

    Hi there, thank you for looking into my idea. Has there been progress or feedback on this as yet? Much appreciated, thank you!

    Juanita Nel shared this idea  ·