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
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
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Yaakov Schreier
commented
I am currently deciding which software to use and may not Xero if I cannot aside names to Journal entries
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Lucas Conijn
commented
Voted Critical, but given that's been on the list since early 2022, perhaps Xero thinks otherwise.
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Amanda Hone
commented
This is such a critical feature which is missing in Xero and should be addressed by them as a matter of urgency!!!
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Amanda Hone
commented
I fully agree with Ethan's request.
A Customer and Supplier Detailed Ledger report is critical, this must reflect all Invoices, payments and journals as separate items as per the attached example.
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Raghav Verma
commented
come on, this has been requested for far too long, such a basic thing should not be in pending items!
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Shee Ying Tan
commented
PLEASE add this feature!!!
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Md. Ali Jinnah
commented
Please add this, it's an useful information that helps to reconcile the entries.
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Priscilla Fernandes
commented
Assigning the contact to journals to allow for expenses to be billed on to clients.
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José Pontes
commented
This is very important for prepaid expenses JE.
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Tom Morris
commented
This feature feels like it should be a basic requirement. I need to track movements from the balance sheet to p&l and would like to use a specific contact to quickly reconcile the movements.
It is for deferred income which has already come up in this thread but there would be many useful ways to use this feature. -
Anthony Tate
commented
Upvoted as critical. Your primary competition has this feature. I'm new to the Xero platform after leaving your competitor. I kept thinking I was doing something wrong when trying to make a journal entry. The ability to assign a contact so that you can track all transactions with that contact is (in my mind) a basic feature. I'm struggling to figure out how to assign tenant security deposits to the individual tenants they belong to and have them show up in that tenants account. I'm sure there's a workaround....but this is just odd.
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Nina Erasmus
commented
Is there no way to assign a journal entry to a contact ? Trying to balance a debtor account as a result of witheld taxes (Invoice under paid).
Any advise ?
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jacqueline neumann
commented
I 100% agree with Liz Maurer!
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Liz Maurer
commented
Please prioritize this product feature. I feel that less urgent product designs and features that have been deployed recently are not as critical. This would save a substantial amount of time on my reconciliations and accounting practices
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Hina Saqib
commented
An exceptional idea, especially considering the relocation expenses of specific employees .. !!
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Wesson Liversage
commented
Come on Xero - lets go - time to roll this feature out - the value of having the this level of detail is immense in terms of reconciling prepaids, deferred revenue, and a whole host of other transactional data. GO GO GO.
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Oliberth Reyes Sanchez
commented
2023 is coming to an end and Xero hasn't implemented this... U-N-B-E-L-I-E-V-A-B-L-E :(
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Louise Bagatelas-Allen
commented
Please add this is critical.
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Sanjay Rawat
commented
For the past four years, our organisation has been using XERO. Unfortunately, an essential feature has been conspicuously absent from the platform since its inception.
Should this critical feature not be integrated shortly, we will, regrettably, be compelled to transition to alternative software solutions.
While we hold the belief that XERO boasts a proficient team of developers, the rationale behind the delayed implementation of this crucial feature remains unclear to us.
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Rene Lindeque
commented
We need more people to vote the more votes the more they will consider it apparently. It's absolutely ridiculous as this is such a standard accounting feature that should be there.