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Reporting - Cash basis reporting by default

Enable cash basis reporting by default.

Purpose: Because most clients often select cash basis report when looking at comparative reports.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks again for your support and interest toward the idea here. 

As mentioned in my last update - our Reporting team have now released Report Preferences to all organisations, which people with Adviser role can find within the Advanced settings. 

With this feature there is a selection of defaults that can be set when running newer version of reports in Xero. Currently this includes whether to show account codes, decimals and (as asked here) ability to set the accounting basis the report is run in and if this is shown on the report. 😁

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  • Jim Marks commented  ·   ·  Report

    I don't mind changing to cash basis (although would prefer a default), but there are some items that can't even be reproduced on a cash basis. I need a report showing revenue by customer by month (for all customers, not just one). The current Customer Invoice Report provides that with a Payment Date for each payment. The new replacement report does not have a Payment Date, only a Last Payment date. I have no way to report on multiple payments from a customer against a single invoice with Customer Invoice Report being sunset. .

  • Diana Worthen commented  ·   ·  Report

    This is critical and such an easy fix! The "budget" tracker on the dashboard also needs to have the option to be shown as cash. Xero if you actually want to be the small-business solution, you must enable this!

  • Michael Gladkoff commented  ·   ·  Report

    This is ridiculous if you can't easily see reports on a cash basis. I need to see a sales report on a cash basis, not accrual, which is useless for me. I can't change this report to cash basis. This is a basic function that should be updated ASAP.

  • Amy Tieszen commented  ·   ·  Report

    To see a true cash basis is important. We have seen we start invoices in December of one year and it shows up as revenue there with no payment received until Jan. This is defaulting into the year that it is CREATED not when RECEIVED. How do we correct this?

  • Rowena Morrow commented  ·   ·  Report

    This is critical and really annoying me and can't be that difficult to do? Has caused real issues for us.

  • Nathan McCord commented  ·   ·  Report

    This seems like a legitimate request. I must remember to change all reports to cash each time I run them. Makes no sense to me.

  • Sara Haman commented  ·   ·  Report

    How can this only have 24 votes? Even in QB, you can set default report options to Cash Basis. c'mon Xero! :)

  • Jay Garland commented  ·   ·  Report

    I think the report should look at the default setting that's being used for that business' Xero set-up.

  • Cass Colligan commented  ·   ·  Report

    If the 'GST Accounting Method' is set to 'Cash Basis' all reports should default to 'Cash Basis'. Similarly, the 'Sales 200' figures showing on the Dashboard should also default, or have the ability to be set as default, to 'Cash Basis' otherwise the ability to have the data on the Dashboard is useless.

  • Mel Palmer commented  ·   ·  Report

    Budget Manager isn’t useful without cash reporting.

  • Laura Huckabee-Jennings commented  ·   ·  Report

    We do all our accounting, tax reporting and financial reporting in cash basis. I noticed several of the new reports do not seem to even offer a cash option.

  • Jeremy Seeger commented  ·   ·  Report

    It would save a lot of time and hassle and make Xero more customer friendly

  • Caroline Elmes commented  ·   ·  Report

    Irish VAT for small businesses is clculated using cash receipts basis for sales. at the moment I have to manually go through all paid sales in a period to calculate the VAT return.

  • Caroline Rentel commented  ·   ·  Report

    Fully agree with the other comments here. It's a shame that - 7 years later - this has not been enabled yet, considering Xero is marketed as an accounting package for small businesses, many of whom operate on a cash basis.

  • Leisa Bailey commented  ·   ·  Report

    I need FULL cash reports and I can't seem to change some reports from accrual back to cash.

  • Susan Sly commented  ·   ·  Report

    I run my business exclusively on a cash basis. Every time I run every report I have to remember to change this.