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  1. Manual Journals - Assign Contact name to journal

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    100 comments  ·  For small businesses » Business features  ·  Admin →
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    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.

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    Michelle Czarnecki commented  · 

    Without the ability to schedule amortization within a bill or invoice, proper accounting of just about any SaaS revenue or spending MUST be done via a manual journal. Without any ability to tag these journals with a contact name, there is no way to do any sort of decent revenue/expense reporting by contact within Xero, nor via any third party tools which rely on imported data, resulting in countless hours of manual work-arounds each month.

    Michelle Czarnecki supported this idea  ·