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  1. Manual Journals - Assign Contact name to journal

    316 votes

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    166 comments  ·  Reports & tax » Manual journals  ·  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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    Oliberth Reyes Sanchez commented  · 

    Radio silence would have been a better response than this generic bs. This is outrageous from Xero!

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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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    Oliberth Reyes Sanchez commented  · 

    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!

  2. Bank Rule - "Does not" criteria

    30 votes

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    8 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Oliberth Reyes Sanchez commented  · 

    It is completely baffling that Xero does not have this basic feature