Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
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Damien Pantling
commented
It would be amazing if Xero implemented this fix - I see no reason why the journals cannot automatically align. Xero already connects the original and the reversing journal with a note and hyperlink to the reversing one, so there is already recognition these are linked, why no just ensure the journal lines auto update each other? I have worked with less sophisticated software that does this as standard, very odd!
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Audrey Connelly
commented
I have been caught out , very embarrassing, as some one else said, an error waiting to happen
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Aimee Gray
commented
This just seems like it should be automatic - an auto reversing journal that only reverses the first time you enter it and not any edits just seems like an error waiting to happen.
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Admin at Stuarts
commented
Very important for our office to improve efficiency and speed
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Craig Purdy
commented
This would be fantastic!
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Gaye Kelly
commented
This is a fabulous idea and would save work!
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Sarah Pearce
commented
Allow an option (such as a tick box) in the auto-reversed journal (in the edit screen) that automatically updates it to match the original journal.
Currently if there is a journal and auto-reversed journal, when changes are made to one journal they are not brought through to the other.
It can be time consuming changing two journals when there are a lot of changes. A quick option that enacts changes from one into the other would be fantastic.
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Dee Shah
commented
It would be great to have the journal and reversing journal aligned. This avoids errors, and saves a lot of time.
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Josh Woodman
commented
When the original journal is edited, from which the auto-reversing journal is driven from, it does not automatically update, but instead the reversal journal must be manually updated. This almost defeats the purpose of an AUTO-reversing journal. Is it possible to automatically update the reversal journal whenever the original journal is updated?
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Audrey Connelly
commented
would have thought this would be a standard process, you change one jnl and the auto reversal should be updated automatically, as above stops errors esp important when jobs are been audited ( they always look past balance date, and effects clients monthly reporting)
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Kasia Slawski
commented
I use auto-reversing journals very frequently, and have to consciously remember to amend the reversing journal.
It is so easy to forget, and time consuming so it would make sense for this to be automated to reduce the risk of error.
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Susan Burns
commented
Is this on the list for development? Feels like an obvious thing and I'm shocked it wasn't part of the initial set up when auto-reversing journals were created.
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Anita Wildman
commented
This would be very smart
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Stephen O'Neil
commented
I didn't even consider that this didn't already happen, which almost caused a large error . This needs to be done for Xero to be considered a reliable financial system
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Lana Smith
commented
Automatic journal reversal update.
It would be helpful if when editing journals we could click a button so that the reversal journal automatically updates (without have to retype the edited info in the reversal journal also). -
Joan Lui
commented
Not having to enter a reversal date helps to avoid missing the reversal journal.
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Alex Coles
commented
Please just get this done :)