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
AdminXero Team
(Admin, Xero)
shared this idea
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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Joel Thomas
commented
Most journals are not cash transactions so should be changed!
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Mark Edwards
commented
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.