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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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  • 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).

  • Mindy Ku commented  ·   ·  Report

    Has there been any update from XERO?

  • AJ 2 Karwa commented  ·   ·  Report

    🚀 EnvyDI has made Xero’s New & Noteworthy! Automate deferred-income journals in one click with EnvyDI. 31-day free trial starts now. # XeroApps

  • Hibatullah Eido commented  ·   ·  Report

    This is sooo important! Game Changer .. and can help us automate alot of our work

  • 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.

  • Jake Codeniera commented  ·   ·  Report

    Accrual of certain expenses require recording of withholding tax pending receipt of invoice. When I download the withholding tax GL, I need the Contact name for each line item.

  • Luca Cheung commented  ·   ·  Report

    Please add! this would make Xero more powerful!

  • Ivan Cheng commented  ·   ·  Report

    This is very important to us.

    I need Manual Journal to move balance between Vendors or Customers, not due to wrong invoice/bill or reversal.

    Contact column is required to adjust asset and liability account balances using Manual Journal entries.

    I don't think this is a very difficult feature to implement. Quickbooks has this feature, I hope to see it in Xero soon.

  • Michael Billson commented  ·   ·  Report

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

  • Cenk Tukel commented  ·   ·  Report

    Use case:
    Deferred revenue or prepaid expenses. When we pay for a service annually in advance, we book it to prepaid expenses (B/S assets), then create a monthly repeating manual journal to expense it from the prepaids.

    But, at the end of the month or year, we can not see the prepaids balances by contact because we can not enter contact field in the manual journals (same applies to deferred revenue).

    We request the ability to add contact to manual journals and this be an optional entry for those who prefer not use that field.

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