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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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  • Mary Anum commented  ·   ·  Report

    This will help with tracking Prepayments and Accruals, it'll be easy to see balance not released easily in Xero

  • Mary Anum commented  ·   ·  Report

    To add a customisation for Manual Journals to be linked to Contacts?
    We're having to type names of Contacts into descriptions and they don't show in Contact record.

  • Robert Brayam commented  ·   ·  Report

    This is a really important function. Even much more basic systems have the ability to do this

  • Gianni Cipriano commented  ·   ·  Report

    This function is absolutely critical. Really surprised Xero still doesn't allow this

  • Lisa Beall commented  ·   ·  Report

    Extremely important. QuickBooks has this functionality and am surprised to find that Xero does not

  • Usman Mir commented  ·   ·  Report

    Very critical to address intercompany balances track record.

  • Finance Nova Prospect commented  ·   ·  Report

    Vital to have contact, else, how track track what are the remaining prepayments attributable to each contact

  • Kemi Dada commented  ·   ·  Report

    Need to be able to journal against a debtor and creditor.

  • Win Smith commented  ·   ·  Report

    Im guessing this is a legacy issue from back before we had a contact field for a given transaction, but it really needs to be fixed for proper revenue recognition. Right now I need to manually type in a customer in the description field, get rid of any narration that would appear there, then manually add it to the contact field for every instance of rev rec by customer in a report outside of xero. This will not work for any saas company of any scale.

  • 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

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