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Manual Journals - Assign Contact name to journal

The ability to assign contact in manual journals.

Purpose: To enable to track journal entries with contact name

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.

Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.

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  • Cosmo Crocker commented  ·   ·  Report

    Amazing this is still outstanding after 11 years. It's such a critical piece of reporting functionality for any business using Xero to drive financial performance on a monthly basis.

    I think this is why the newer platforms like Rillet and Campfire are going to eat up a lot of mid sized companies still on Xero.

  • Danie Nell commented  ·   ·  Report

    Would really want this as currently been adding the contact UUID in the row level of the journals and then mapping it against the contact table, to then get the same effect, not ideal at all but atleast an interim solution.

  • Oliberth Reyes Sanchez commented  ·   ·  Report

    Radio silence would have been a better response than this generic bs. This is outrageous from Xero!

  • Cenk Tukel commented  ·   ·  Report

    This feature is so very critical... We don't understand why it is not a priority.

  • Rita Wong commented  ·   ·  Report

    This is such a critical issue/gap with Xero. Completely agree with the other commenters. When will this feature be available..appears that it's been something everyone's asking for since 2022

  • Matt Goff commented  ·   ·  Report

    We are actively looking to migrate away from Xero due to this feature gap. In particular the inability to track revenue accrual by customer means Xero is useless as a data source for much of our reporting that requires accurate by-customer data (churn, CAC, LTV, etc.). By "actively looking," I mean I have started scheduling demos with other vendors.

  • Cenk Tukel commented  ·   ·  Report

    Dear Xero Team,
    Any updates on this? Without the ability to add contacts to Manual Journals, we can not track so many things. The comments below have the most frequent use cases and there are more missed.
    E.g. We cant track the prepayment balance remaining for a specific vendor (paid annually in advance, amortize monthly via MJs).

  • Mindy Ku commented  ·   ·  Report

    Has there been any update from XERO?

  • Hibatullah Eido commented  ·   ·  Report

    This is sooo important! Game Changer .. and can help us automate alot of our work

  • Jake Codeniera commented  ·   ·  Report

    Accrual of certain expenses require recording of withholding tax pending receipt of invoice. When I download the withholding tax GL, I need the Contact name for each line item.

  • Luca Cheung commented  ·   ·  Report

    Please add! this would make Xero more powerful!

  • Ivan Cheng commented  ·   ·  Report

    This is very important to us.

    I need Manual Journal to move balance between Vendors or Customers, not due to wrong invoice/bill or reversal.

    Contact column is required to adjust asset and liability account balances using Manual Journal entries.

    I don't think this is a very difficult feature to implement. Quickbooks has this feature, I hope to see it in Xero soon.

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