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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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  • 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...

  • Yoni 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

  • Rory Bradley commented  ·   ·  Report

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

  • Ayesha Essack commented  ·   ·  Report

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

  • Anisa Loonat commented  ·   ·  Report

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

  • Marco Brown commented  ·   ·  Report

    We need to have a feature where one can do journals between contacts (debtors and debtors, creditors and creditors and between debtors and creditors) and also between said contacts and the general ledger as sometimes temporary entries are needed that will be reversed a while later. This can be assigned to a higher access level users and not all users. Thanks

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