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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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    Krisztina Pinkster commented  · 

    This just made my day! Could you share any thoughts on timelines please?

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    Krisztina Pinkster commented  · 

    Please enable an (optional) contact field for manual journals. We (and everyone else I'm sure) analyse monthly transaction data on a supplier contact level and it is very difficult to do this when the contact field is left blank. Aware you can enter a contact name in the description or use tracking categories but that is a workaround and incredibly inefficient.

    Krisztina Pinkster supported this idea  ·