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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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  • 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) 😢

  • Laura White commented  ·   ·  Report

    The default should be unticked but, anyway, we should have the option to change our default in settings. I don't have the time to adjust every imported journal, unticking the box for each, which therefore makes the Xero cash reports useless for me.

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