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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 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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  • Gail Forbes commented  ·   ·  Report

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

  • Michelle Czarnecki commented  ·   ·  Report

    Without the ability to schedule amortization within a bill or invoice, proper accounting of just about any SaaS revenue or spending MUST be done via a manual journal. Without any ability to tag these journals with a contact name, there is no way to do any sort of decent revenue/expense reporting by contact within Xero, nor via any third party tools which rely on imported data, resulting in countless hours of manual work-arounds each month.

  • Miljana Prelic commented  ·   ·  Report

    This feature would but down on manual work so much because I could filter by contact name on manual entries. I spent so much time trying to match up accrual journals with the real income from clients. it's sort of riculous and needless

  • Anne Shourounis commented  ·   ·  Report

    Please add this feature. It helps a ton when you have multiple companies and there are lots of inter-co loans. I have to do double the entries to get to the same outcome. Please help! Conisdering going back to QBO.

  • 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.

  • St. Mary's Indian Orthodox Church Perth commented  ·   ·  Report

    This is an important feature assigning the customer name or supplier name to Journal. This effects the customer or supplier accounts . Kindly incorporate this feature ASAP

    Thanks

  • David Hughes commented  ·   ·  Report

    Another vote for this. I've just moved over to Xero an am amazed such a basic feature, a feature available on all other accounting systems I've used, isn't available.

  • 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.

  • Yaakov Schreier commented  ·   ·  Report

    I am currently deciding which software to use and may not Xero if I cannot aside names to Journal entries

  • Lucas Conijn commented  ·   ·  Report

    Voted Critical, but given that's been on the list since early 2022, perhaps Xero thinks otherwise.

  • Amanda Hone commented  ·   ·  Report

    This is such a critical feature which is missing in Xero and should be addressed by them as a matter of urgency!!!

  • Raghav Verma commented  ·   ·  Report

    come on, this has been requested for far too long, such a basic thing should not be in pending items!

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