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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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  • 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.

  • Anisa Loonat commented  ·   ·  Report

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

  • Marco Brown commented  ·   ·  Report

    We need to have a feature where one can do journals between contacts (debtors and debtors, creditors and creditors and between debtors and creditors) and also between said contacts and the general ledger as sometimes temporary entries are needed that will be reversed a while later. This can be assigned to a higher access level users and not all users. Thanks

  • Nick Latham commented  ·   ·  Report

    Consider this an essential feature to allow full flexibility

  • Ockert Fourie commented  ·   ·  Report

    Need to be able to journal against a debtor and creditor

  • Oliberth Reyes Sanchez commented  ·   ·  Report

    I've been grouping transactions by Contact Name for the last FYs for robust Financial Analyses and all of the transactions that are made via manual journals do not have any contact attached to them. This would be a great feature to have!

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