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'Xero Payroll Journal non-cash option for the Cash Summary Currently all transactions from the Payroll Journal will pull through to the Cash' has been merged into this idea

For small businesses: Accounting features

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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

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Nic McGregor shared this idea  ·   ·  Report…  ·  Admin →
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  • Shane McMullen commented  ·   ·  Report

    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.

  • Alisha Patel commented  ·   ·  Report

    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.

  • Lauren Shuttleworth commented  ·   ·  Report

    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?