Manual Journal - Ability to set default for 'Show journal on cash basis reports'
Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals
Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims
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Jason Goodridge commented
I would suggest only a small fraction of journals would need to be on a cash basis, why does it default to being cash? Whenever I find errors in reporting it's because someone has forgotten to uncheck this and we have to go searching through journals and untick the option - very frustrating! Xero - please fix this!!
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Trevor Lowe commented
Agree with the comments and a lot of users don't know about the current options
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Emma Harrison commented
It is ridiculous this has not yet been rectified. Matter was first raised in 2016.
I agree with all previous comments -
Paul White commented
Clearly not an accountant that has written the software hence why it has this bizarre feature, that should be defaulted to OFF first.
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Finance Manager commented
Desperately need this. I have payroll journals coming in from a different system and need the journal to be cash off.
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Ben Case commented
Agree with all other posters. This should surely be defaulted to OFF.
It's a rare occasion when you need a journal appearing in cash basis reports.
I'm no software developer but there can't be too many simpler fixes than this one..come on Xero hurry up 😂
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Joanne Reade commented
‘show journal on cash basis reports' should be optional , ticked as a default when processing manual journals impacts the Cashflow Report
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Russ Smith commented
Please put a toggle or something in for the minority of users who would actually want journals to show up in the cash reports. This is such an odd choice to have it set this way as a default. We post over a dozen journals a week and it's such an unnecessary time sink to have to check and correct every month.
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Heath Colbert commented
I have client that has daily imports from a POS API called Phorest and they come in as a manual journal. She is registered for GST on a cash basis. I need to be able to tick show journals on a cash basis for each day, ideally this can be set as an option or fixed via find and recode.
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Kenneth Chua commented
Agree this fix is needed ASAP
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Daniel Rechichi commented
Critical
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Emily Rasera commented
Agree, critical that this is updated as soon as possible
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Louisa Andreucci commented
Agree this fix is needed ASAP - it's critical for getting cashflow right
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Rachel Mandalik commented
Agree this fix is needed ASAP
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Casey Sheridan commented
Agree with other commenters that it should be non-cash as a default. Changing a journal to cash should be the option. This update would help address that.
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Leanne Gillies commented
Marked as critical, as agree this one seems to be being ignored.
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Nicole Simmons commented
Maybe if everyone marked this as Critical in the 'How important this is to you" section above, then Xero might actually look at it as they seem to ignore the comments and requests. If everyone has already done this then I guess they will just ignore it for another couple of years.
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Sarah Haerewa commented
A system default to it being unticked would be better that default ticked. Ideally though a customisable Xero file default setting would be good.
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MaryJane Behre commented
Agree that it would be great if the Xero file had the ability to select a default for manual journals like it does for most other areas.
The dream would be if the power of the Find & Recode Function could be increased to bulk update manual journals to cash or accrual.
Pretty please with sugar on top 😁🤞
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Ryan Mackey commented
In my experience most journals are non cash items, so being able to adjust the default setting would be an improvement.