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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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  • Lisa Beall commented  ·   ·  Report

    Extremely important. QuickBooks has this functionality and am surprised to find that Xero does not

  • Usman Mir commented  ·   ·  Report

    Very critical to address intercompany balances track record.

  • Finance Nova Prospect commented  ·   ·  Report

    Vital to have contact, else, how track track what are the remaining prepayments attributable to each contact

  • Kemi Dada commented  ·   ·  Report

    Need to be able to journal against a debtor and creditor.

  • Win Smith commented  ·   ·  Report

    Im guessing this is a legacy issue from back before we had a contact field for a given transaction, but it really needs to be fixed for proper revenue recognition. Right now I need to manually type in a customer in the description field, get rid of any narration that would appear there, then manually add it to the contact field for every instance of rev rec by customer in a report outside of xero. This will not work for any saas company of any scale.

  • Khushil Patel commented  ·   ·  Report

    This is extremely critical for us as a business - We cannot use some of our reports without it as it does not accurately reflect our sales by customer totals.

  • Kay Ha commented  ·   ·  Report

    This is super critical for us! It will reduce the time required to make manual adjustments to the reports which can be hours if you're looking at 12 month's worth of data.

  • Naim Ali commented  ·   ·  Report

    This is a critical feature to allow for proper analysis. Please make this a priority Xero!

  • Damian Garro commented  ·   ·  Report

    This is a critical feature to allow for proper analysis. Please make this a priority Xero!

  • Leigh Foster commented  ·   ·  Report

    This is a critical feature to allow for proper analysis. Please make this a priority Xero!

  • Alison Bull commented  ·   ·  Report

    Critical feature to have for valuable analysis!

    Especially when limited to only 2 tracking categories - this is a MUST

  • Joan Schiffer commented  ·   ·  Report

    We use Mosaic for FP&A and in order to get vendor level data on expenses, we need contact/supplier/vendor name field in the journal entry to sync. When you are posting transactions to expense codes via a cash account, the vendor field syncs so you are left with only partial vendor level data. This is particularly critical when you have a lot of prepaids and accruals that you are posting the related expense via manual journal entries.

  • jeff wright commented  ·   ·  Report

    i cannot leave quickbooks until i have this. it is ESSENTIAL for doing 1099 reports in USA!

  • Philip Luong commented  ·   ·  Report

    Super important, especially when looking at QuickBooks Online having it...

  • Yonatan Peretz commented  ·   ·  Report

    I agree! this is critical. Shocked that this isn't available

  • Zev Hershkowitz commented  ·   ·  Report

    This is very important.
    It would help when importing payroll from 3rd party processors which is currently a huge pain in Xero.

    QuickBooks has this feature. I can't believe we have to ask for it here.

  • Oscar Lobo commented  ·   ·  Report

    Absolutely essential and seems like an easy ask. The workaround I'm trying is to use the tracking categories as Vendor name so when I download in excel I can consolidate Contact Name and my custom Vendor Name category into one. Shouldn't have to do that though, so please can you add the field to the line level detail of JE's? It is the holiday season ya know.

  • Carina Chan commented  ·   ·  Report

    Super important when doing a vendor reconciliation as there are instances in which we are unable to book an invoice so we've done a accrual for it instead.

  • Nick Latham commented  ·   ·  Report

    Not just:

    "Essential feature for accountants who work with non-profits and want to be able to track grant and fund balances."

    but essential in any project based situation

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