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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Khushil Patel commented
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.
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Kay Ha commented
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.
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Naim Ali commented
This is a critical feature to allow for proper analysis. Please make this a priority Xero!
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Damian Garro commented
This is a critical feature to allow for proper analysis. Please make this a priority Xero!
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Leigh Foster commented
This is a critical feature to allow for proper analysis. Please make this a priority Xero!
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Alison Bull commented
Critical feature to have for valuable analysis!
Especially when limited to only 2 tracking categories - this is a MUST
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Joan Schiffer commented
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.
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jeff wright commented
i cannot leave quickbooks until i have this. it is ESSENTIAL for doing 1099 reports in USA!
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Philip Luong commented
Super important, especially when looking at QuickBooks Online having it...
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Yonatan Peretz commented
I agree! this is critical. Shocked that this isn't available
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Zev Hershkowitz commented
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.
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Finance Nova Prospect commented
essential feature. please include.
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Oscar Lobo commented
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.
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Carina Chan commented
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.
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Nick Latham commented
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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Rory Bradley commented
Essential feature for accountants who work with non-profits and want to be able to track grant and fund balances.
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Ayesha Essack commented
Need to be able to journal against a debtor and creditor.
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Adhir Boodpersad commented
Need to be able to journal against a debtor and creditor.
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Riyaad Mohamed commented
Need to be able to journal against a debtor and creditor.
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Anisa Loonat commented
Need to be able to journal against a debtor and creditor.