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Reports - Add customer and supplier journals

CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially from an audit point of view.

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Rene Lindeque shared this idea  ·   ·  Report…  ·  Admin →
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  • 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!!!

  • Charize Kluyts commented  ·   ·  Report

    Please advise on how we load Debtors and Supplier Journals?

  • Shanita Sewpath commented  ·   ·  Report

    good day please can you tell how to pass a journal entry for debtors

  • SUSAN BROWN commented  ·   ·  Report

    Agreed 100% - glad I am not the only one that finds this totally lacking in Xero. It's a real problem navigating your way around supplier and customer balances.
    A simple detailed supplier ledger and customer ledger is all we need. Showing balance brought forward with bills and payments........Simple.

  • Michael Billson commented  ·   ·  Report

    The ability to post a journal entry to a customer account or a supplier account, it would extend functionality greatly.

  • Vicky Lagios commented  ·   ·  Report

    This was originally submitted in May 2023, STOP dragging your feet!!! This really is a very important and basic accounting necessity.

  • Amanda Hone commented  ·   ·  Report

    Agree fully with the necessity for Customer and Supplier Journals and detailed Ledger Reports.

    Please Xero, this is a basic accounting necessity!!!

  • Raghav Verma commented  ·   ·  Report

    It's been over a year and no response from Xero on this? This is really critical, it affects so many use cases. We are nearing the end of 2024 and we still can't add a contact in a Journal entry. This is unbelievable!

  • Amanda Hone commented  ·   ·  Report

    This feature is critical, Xero please implement!!

  • Gail Forbes commented  ·   ·  Report

    Yes, please add this. Would definitely make life one helluva lot easier when trying to recon with supplier accounts.

  • Amanda Hone commented  ·   ·  Report

    Totally agree and have commented on this on numerous occasions!!!

    Please Xero this is an absolute necessity

  • Mike Tombs commented  ·   ·  Report

    Maybe not a big deal for other users, but for accountants and bookkeepers, journals to supplier and customer accounts is really useful.

  • Amanda Hone commented  ·   ·  Report

    I am one of many who have requested this feature and agree that it is CRITICAL!!

  • Parbatie Mohammed commented  ·   ·  Report

    Please make this feature available quickly. We recently switched to Xero and cannot link our journal entries to the respective creditors or debtors. Xero Team, please address this quickly, Thanks!

  • Matthew Kanes commented  ·   ·  Report

    This is a standard feature across ALL accounting software I've ever worked on. It's a critical function and should be addressed urgently!! Get the must haves right please before adding fancy nice to have features.

  • Janice Wilson commented  ·   ·  Report

    This is a standard feature across ALL accounting software I've ever worked on. It's a critical function and should be addressed urgently!! Get the must haves right please before adding fancy nice to have features.

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