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  1. Manual Journals - Assign Contact name to journal

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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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    Joan Schiffer commented  · 

    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.

    Joan Schiffer supported this idea  ·