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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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    Cenk Tukel commented  · 

    Thank you for the update.
    When is the launch date for "contact" data addition to MJs?

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    Cenk Tukel commented  · 

    I also agree on Bernice's comment "Xero, HOW MANY VOTES DO YOU NEED TO MAKE THIS A PRIORITY?????????? Getting tired of nagging for basics to be done. PLEASE ASSIST!!!!!".

    MJs must have contact field and we must be able to see the transactions in the contact ledger. We cant track our prepaids, deferred revenue amortizations and more.

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    Cenk Tukel commented  · 

    This feature is so very critical... We don't understand why it is not a priority.

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    Cenk Tukel commented  · 

    Dear Xero Team,
    Any updates on this? Without the ability to add contacts to Manual Journals, we can not track so many things. The comments below have the most frequent use cases and there are more missed.
    E.g. We cant track the prepayment balance remaining for a specific vendor (paid annually in advance, amortize monthly via MJs).

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    Cenk Tukel commented  · 

    Use case:
    Deferred revenue or prepaid expenses. When we pay for a service annually in advance, we book it to prepaid expenses (B/S assets), then create a monthly repeating manual journal to expense it from the prepaids.

    But, at the end of the month or year, we can not see the prepaids balances by contact because we can not enter contact field in the manual journals (same applies to deferred revenue).

    We request the ability to add contact to manual journals and this be an optional entry for those who prefer not use that field.

    Cenk Tukel supported this idea  ·