Settings and activity
3 results found
-
14 votes
Thank you for sharing this idea and letting us know that a reference option would be desirable in manual journals. We’re moving it to Gaining Support so other customers can show their interest in the request. We’re also gradually rolling out a new Manual Journals experience. We’d love to hear what features or improvements you’d most like to see in the new experience, as your feedback will help us share the most valuable ideas with our product team. Thanks again for helping us improve Xero 🙂
Christina Shen
supported this idea
·
-
320 votes
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.
An error occurred while saving the comment Christina Shen
supported this idea
·
-
66 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
An error occurred while saving the comment Christina Shen
commented
I need to run the report of Sales by client and the report of cost by supplier. Both of them I can complete by entering account transactions to choose summary by contact. But I can not run the report of profit by client. Is there any solution to make the supplier name link to the specific client name? So that this way can run the report of profit by client.
Sometimes we need to recognize revenue using manual journals, with a debit to Unbilled Receivables and a credit to Revenue. We then issue the invoices in installments. It is very important to attach a contact name to the manual journals, as this allows us to run the Sales by Contact report.