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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

178 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Olga Travkina commented  ·   ·  Report

    but apparently this idea does not have many votes still....this is disappointing that they can not fix it because of that
    can we get more people to vote for it?

  • Sam Gray commented  ·   ·  Report

    Correct Edwin. It's not really a feature request - it's more like a bug that Rod Drury or someone put in Xero in the early days 😅

  • edwin tang commented  ·   ·  Report

    If I am not remembering it wrong, someone requested this 7 or 8 years ago, when the Xero community was still there.

  • Sam Gray commented  ·   ·  Report

    Ludicrous that journals are set to Show journal on cash basis reports by default 🥴
    That's why we do journals, to ACCRUE things that don't hit the bank account.

  • Raymond Isaac commented  ·   ·  Report

    Totally agree, journal should be defaulted to be excluded from cash reports

  • Olga Travkina commented  ·   ·  Report

    This is critical for Cash Flow reports as we usually do not want the accruals and prepayments journals to show on Cash Flow report, but as the journals are automatically marked to show on cash basis this is disturbing the Cash flow report. Need to find those journals and untick them every time if we forget to remove the tick when making the journal.

  • Iain Weir commented  ·   ·  Report

    Total madness to have journals defaulted to be included in cash basis reports. Journals are an accounting entry 99.9% of the time not a cash entry.

  • Sean Rushton commented  ·   ·  Report

    Started using cash reports where we didn't use them before. They are useless because this for some reason defaults to ticked. Cash movements generally get processed through bank accounts, journals are generally used for non-cash transactions.
    The option to set the default ourselves is best, but failing this, journals should default as non-cash transactions.

  • Anna Kozlova commented  ·   ·  Report

    critically necessary. we lost a lot of time unticking boxed which should not be there in the first place

  • Chorus Executive Finance commented  ·   ·  Report

    Agree. I am constantly un-ticking this box. In the settings for the company there should be an option to control the default setting.

  • Tim Burgess commented  ·   ·  Report

    Manual journals are almost never cash transactions so it makes no sense for this to be the default

  • Deb McGrice commented  ·   ·  Report

    Without this feature we are continually changing the default for each journal we do.

  • Leah Cother commented  ·   ·  Report

    Without this feature we are continually changing the default for each journal we do.

  • Joel Thomas commented  ·   ·  Report

    Most journals are not cash transactions so should be changed!

  • Mark Edwards commented  ·   ·  Report

    cash flow summary reports and related apps which run cash flow reports are made redundant when entries from journals appear.
    The majority of general journals are non-cash, changing the default on this to un-tick the "show journal on cash basis reports" means accountants do not need to untick a box for the majority of journals they do.
    it also means less re-work when running cash flow reports to go back and un-tick journals that were missed.

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