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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

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

Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

As many of you have noted, right now you'll need to manually untick the box for each journal entry.

If any change is planned for this we'll be sure to share with you all, here.

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  • Heath Colbert commented  ·   ·  Report

    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.

  • Emily Rasera commented  ·   ·  Report

    Agree, critical that this is updated as soon as possible

  • Louisa Andreucci commented  ·   ·  Report

    Agree this fix is needed ASAP - it's critical for getting cashflow right

  • Casey Sheridan commented  ·   ·  Report

    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.

  • Leanne Gillies commented  ·   ·  Report

    Marked as critical, as agree this one seems to be being ignored.

  • Nicole Simmons commented  ·   ·  Report

    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.

  • Sarah Haerewa commented  ·   ·  Report

    A system default to it being unticked would be better that default ticked. Ideally though a customisable Xero file default setting would be good.

  • MaryJane Behre commented  ·   ·  Report

    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 😁🤞

  • Ryan Mackey commented  ·   ·  Report

    In my experience most journals are non cash items, so being able to adjust the default setting would be an improvement.

  • Mathew Rees commented  ·   ·  Report

    Agree this should be a priority to be able to default for the box to be unticked

  • Melanie Walker commented  ·   ·  Report

    As Nick mentioned, having an extra column on the import template would be great. I import all my EOM journals, but to use the cash flow reports I need to go into the individual journals to untick this box.

  • John Elliott commented  ·   ·  Report

    Hi, the larger businesses I handle - this setting is a nightmare - it should be able to be turned off as a setting. It plays havoc with cashflow reports

  • Craig Thwaites commented  ·   ·  Report

    As mentioned, this default setting renders the cash summary report useless. All payroll journals are posting in as manual journals marked as cash. Default should be unticked (false)

  • Sam Gray commented  ·   ·  Report

    Great idea Nick! I bet Xero say it's too hard or that it's working as designed/based on the feedback they've received from customers

  • Nick Fiori commented  ·   ·  Report

    Journal Accrual or Cash Basis default setting and journal import column.

    suggestions:

    Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)

    Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.

  • Sam Gray commented  ·   ·  Report

    They won't fix it, because they don't think it's a bug... someone at Xero set it that way intentionally (incorrectly) 😢

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