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Reports & tax: Manual journals

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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

287 votes

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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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  • Hester du Toit commented  ·   ·  Report

    Kelly July 2025 to date when is this problem going to be solved

  • Bernice Moyle commented  ·   ·  Report

    Xero, HOW MANY VOTES DO YOU NEED TO MAKE THIS A PRIORITY??????????
    Getting tired of nagging for basics to be done.
    PLEASE ASSIST!!!!!

  • Rene Lindeque commented  ·   ·  Report

    The only thing you seem to improve is reporting, and honestly, I’d bet a lot of people don’t even use those fancy reports because they’re unnecessary.

    What’s missing are the basics. You don’t even have a proper general ledger customer or supplier report with running balances. Your customer and supplier reports simply aren’t designed that way. These are essential reports for accountants and auditors.

    We also can’t do customer or supplier journals, and don’t even get me started on the lack of bulk offsetting of credits.

    I love Xero overall, but these areas need serious attention. You are losing clients, trust me, we know this because we are an accounting firm, because the system doesn’t meet basic accounting needs.

    On top of that, contacts are all over the place. Anyone can create a contact, there are no proper restrictions in place, and user permissions are extremely limited and basic.

    These are the things people have been asking and begging for, for years. Please focus on fixing these core issues.

  • Rene Lindeque commented  ·   ·  Report

    its not a NICE TO HAVE, Damit its Critical, Xero really sometimes misses the plot!!

  • Hester du Toit commented  ·   ·  Report

    journal options are critical for daily capturing and reconciling purposes

  • Bernice Moyle commented  ·   ·  Report

    Xero reporting is vast, but often overthought. A simple debtors and creditors detailed ledger and journal options are critical for daily capturing and reconciling purposes. Not all information has value from just an aging perspective, so please give us some reports that leave aging out of the equation completely. Please Xero - go back to basics, bookkeepers and creditors / debtors clerks also need this program to work for them.

  • Gail Hume commented  ·   ·  Report

    I find having to sift through all the allocations so onerous and time consuming. all we need are invoices( debtors or creditors) so we can do a quick view - without having to delete all the allocations - PLEASE - a very simple ask. TIA

  • Yvette King commented  ·   ·  Report

    It seems this has been a request on numerous occasions from companies (over the past few years), but nothing seems to be done. Journals are required to be processed on customer/supplier accounts. Please note this is a critical function as raising credit/debit notes will raise red flags to auditors and SARS And likewise a proper detailed ledger for suppliers and customers are very important!!!

  • Angel Garcia commented  ·   ·  Report

    This was never added even though it has been request since 2013

  • 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.

  • Charize Kluyts commented  ·   ·  Report

    Please advise on how we load Debtors and Supplier Journals?

  • 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).

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