Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Manual Journals - Assign Contact name to journal

    279 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    135 comments  ·  Reports & tax » Manual journals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Kimberley Halliday commented  · 

    I agree, I had a case where a client had posted an invoice payment to the wrong customer, and rather than create a simple Journal against the debtors to correct the customer payment we had to create a credit note for the client that needed a payment allocated and then an invoice to put the other customer back as owing?

    How about when we defer income or post bad debt and want to correct the debtors to reflect these changes but we cannot adj the individual customer?

    This is something Quickbooks provide as standard and I was very shocked to find out that Xero doesn't allow the same.

    Kimberley Halliday supported this idea  ·