Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks
Nic McGregor
shared this idea
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Shane McMullen
commented
Default "Show journal on cash basis reports" affects statement of cash flows. It would be good if the default was off or users could choose which default they want to apply.
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Shane McMullen
commented
Agree. Messes up the statement of cash flows report
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Rhiannon Hooper
commented
This is something that clients don't really understand
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Alisha Patel
commented
Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report.
A suggestion to add a function within Xero Payroll to exclude the Xero payroll journal from showing on the cash report.
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Lauren Shuttleworth
commented
Is there a way in which we can untick this box on every journal as I have a client that relies on a month cash summary report and is always confused by the difference due to the default of the journal showing on a cash summary report?