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
-
Mathew Rees commented
Agree this should be a priority to be able to default for the box to be unticked
-
Melanie Walker commented
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
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
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
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
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
They won't fix it, because they don't think it's a bug... someone at Xero set it that way intentionally (incorrectly) 😢
-
Ange Awarau commented
hurry up and fix this already!
-
Laura White commented
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.
-
Tao Chen commented
it is ridiculous that xero has not fixed this BUG after so many requests! Maybe it is time to switch to a different platform.
-
Ben Cambage commented
This is definitely needed. We want to have the 'show journal on cash basis reports' unticked for all clients as we include cash reports in our Management Accounts.
There should be an option to choose your default within the Practice.
It is a pain and can sometimes be missed.
-
Linda Neo commented
Manuals journals should not fall under cash basis by default. The default should change. This is a weird setup.
-
Tim Burgess commented
I'm now importing a couple of hundred journal entries into Xero every month. Having to go through and untick this box on every single one is getting a little ridiculous
-
Amy Tieszen commented
Would like the feature to change when choosing one manually to another. It does not change our reports.
-
Kris Milovsorov commented
Insane that this is the default based on how journals are fundamentally used. Really needs to be changed. You can't even journal to a bank account assuming it has been set-up as such. Madness.
-
Olga Travkina commented
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
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
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
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
Totally agree, journal should be defaulted to be excluded from cash reports