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  1. 120 votes

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    David Forster commented  · 

    This would be such a great addition to the find & recode option. I can filter in say Account Transactions using description with a contains option. Why is this not included as am option in Find & Recode? I understand that there is likely to be a big impact on performance BUT..... In short, this would be a real help in our business!

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  2. 210 votes

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    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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    David Forster commented  · 

    We accumulate stage payments made by customers into a control account via "receive money", against a contact. When we invoice we "take" the payment from the control account, again all fine with a contact. The issue arises when we need to journal the "odd" amount as a write off or A N Other balancing adjustment. Currently we post a manual journal but no contact information. Running a summary by contact on the control account provides a false picture of the contact's account status.

    David Forster supported this idea  · 
  3. 22 votes

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    David Forster supported this idea  · 
  4. 205 votes

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    David Forster commented  · 

    We are just starting to use projects in Xero which will save us time in our project analysis and further time would be saved if we could allocate costs via bills that come through Hubdoc.
    Many thanks

    David Forster supported this idea  ·