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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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    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  ·