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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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    Lisa Beall commented  · 

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

    Lisa Beall supported this idea  · 

  2. Sales report - By contact location

    52 votes

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    18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

    Lisa Beall supported this idea  ·