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Dashboard - Show account watchlist on cash basis

Allow an option for the Account Watchlist to show figures on a cash basis.

Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.

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Linda Lowe shared this idea  ·   ·  Report…  ·  Admin →
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  • Ebrahim Nassimi commented  ·   ·  Report

    Hello, this issue is still persisting 2 years after this was raised. Can you please look into it. I've made sure the reporting preference is set to Cash basis and we mostly deal with transactions on that basis itself so if the Watchlist is displayed on Accruals basis it renders that feature useless to us.

    I'm a bit concerned wth the fact that no one from the XERO support team has responded to this thread.

  • June Marcus commented  ·   ·  Report

    My business reporting is all on cash basis. The account watchlist is on accrual basis. This is very confusing, and make the account watch list a bit useless.