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Today's update allows you to revise the default settings but hasn't addressed a global setting across all journals? Hasn't the complaint primarily been that someone has picked up a file, found the entire journal history to have been set to appear in cash reports?

Changing the default hasn't really addressed this, once a user picks up on the issue, they would just switch the toggle prior to posting, resolving the 10,000 historical journals is still manual?

Hi Kelly This only works on the new format of the journals. Please refer to Idea - New Manuals Journals - Compact view. We dont want to use this new report. Its clumsy and difficult to work with. We want to keep the old classic format. So can you add this feature to the old format. I note that Manual Journal - Toggle off cash basis reporting by default has been closed by a xero team member Ania Anuar - this idea clearly pointed to the classic and not the new version. So please reopen this idea as it is not resolved. thank you

I can't find the checkbox for being about to choose to not include a manual journal entry on a cash basis report any more. Where did it go?

Could this option have a switch button so we if required can toggle it on/off?

Another hefty large plea to change the default to not included. I've not found a benefit at all of having them included and having to undo them all when needed is just an arduous task that none of us need. Please change!

I would like this to default as unticked too

I can't use some Xero tools because of this default on journal creation. Why it was ever set up that way is ridiculous.

Please please please fix this.

Kelly, this is a HUGE headache - it causes all sort of issues. Please listen to your users, canvass 20 customers who manage larger transaction flows or multiple clients. Ask them why it matters if this forum isn't enough to convince you.

It's really simple, it just needs the default to change. It's a 1/0, binary setting. It'll take a developer no time, or give it to Claude...10s and done. The release note will take more time than the fix.

It's such an easy win. Not glamorous, but all the accountants will thank you for it. And they'll have more time with their families, or passing more journals, or whatever.

Manual Journals defaulting to Cash makes zero sense for a professional accounting platform. Most journals are, by definition, accruals.

As a Senior Accounts Manager overseeing multiple entities, this is currently a huge headache, especially not having the ability to mass-edit or recode these entries means I’m losing hours manually editing individual journals one by one.

This is a basic feature that has significant implications to the integrity of the accounts.
We need the ability to set the default basis by organisation.
We need the ability to mass edit these Journals.

Hi Team, just wanted to further emphasize that this feature change is highly desired and would make a massive difference to our small business.

At present cash summary reports are inaccurate and taking a lot of work to rectify.

Please prioritize making the checkbox unticked by default or provide a custom preference for the journals to post on an accrual basis. Thanks in advance

crazy default!

It seems so bizarre that the default is for journals to show up on cash basis reports. It's so hard to remember to turn this off every single time I post a journal, and if I don't then my cash reports don't work properly. At least allow users a default choice please!

This causes so much confusion AND is such an easy fix. Come on Xero.

This is a ridiculous default setting. A manual journal will likely never be a cash item. Is Xero designed by accountants for accountants? Sometimes I doubt it...!

Agree with all comments made prior - manual journals are mainly used by accountants to be on an accruals basis. It does makes cash summary report hard to use/more time consuming having to fix journals to untick cash basis due to default.

Not a financial advisor etc, but I imagine the Xero stock price would have its biggest single day rise in 15 years if they fixed this issue. It would indicate that the product team understands what accountants actually need.

If you can make the software default for it to be ticked, is it not possible for the box to be unticked by default and then ticked by the user if it is required? this would make the cash reports more useful for many more people. Thank you

Having to remember to untick the box every time a manual journal is posted is frustrating, as manual journals are generally not cash based.

Yes for me the Statement of Cash Flows is basically a useless feature as it includes journals which in our case we would very very rarely use a journal to provide a cash entry.

Xero - PLEASE listen to what we are saying! Rob Schmitt has made it very clear. I cannot rely on any cash-based reporting that Xero claims to provide.