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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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    Matt Goff commented  · 

    We are actively looking to migrate away from Xero due to this feature gap. In particular the inability to track revenue accrual by customer means Xero is useless as a data source for much of our reporting that requires accurate by-customer data (churn, CAC, LTV, etc.). By "actively looking," I mean I have started scheduling demos with other vendors.

    Matt Goff supported this idea  ·