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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.

We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.

While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.

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  • Rene Lindeque commented  ·   ·  Report

    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.

  • 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...

  • 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.

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