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  1. Manual Journals - Assign Contact name to journal

    296 votes

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    152 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

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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

    40 votes

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    14 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  ·