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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

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  • Alicia Freedom commented  ·   ·  Report

    This is a critical feature with so many different applications integrating into Xero, they all seem to integrate in different ways. This feature will save alot of time. Crazy how I have to go into a GJ every single day and tick a box. It is a big time waster.

  • Martin Outlaw commented  ·   ·  Report

    In addition, could it be possible to create journals that are cash basis only, and not accruals?

  • Russ Smith commented  ·   ·  Report

    Why has this not been fixed yet? It causes me (and doubtless others) so much time every month to double-check that all of our journals have had the default box unticked to ensure the cash reporting is correct. It's absolutely backwards.

  • Bridget McGrath commented  ·   ·  Report

    Critical! Mindblowing that this has not yet been rectified and defaults to cash. We have never used the cash summary report due to these faults, but are using a software that feeds from the cash summary report so have had to go and edit all journals for the last 2 years... absolutely ridiculous

  • Joe Girdwood commented  ·   ·  Report

    Very few journals should ever show on cash basis reports. The default setting should be OFF i.e. unticked.

    The default setting makes cash reports nonsensical and useless. Users who are not accountants or experienced finance staff - which is a big chunk of Xero's user base - will likely never diagnose the problem and simply ignore cash reports altogether.

    More experienced users have to remember to untick a box for every single journal entry & manually correct journals posted from third-party systems. If retrospectively diagnosing the issue, it's necessary to review every single historic journal to correct.

  • 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.

  • Kellie George commented  ·   ·  Report

    So annoying to have to go in and manually change the journals if we forget to untick the cash basis box on every journal. Xero, please change this so that its an option to tick if required and not the other way around. Grrrrrr

  • Leah Hill commented  ·   ·  Report

    When is Xero going to fix this major flaw in the Cash reporting? It is time consuming to have to review and edit journals and untick the box every month to get accurate cash reports. There have been requests for this since 2016!

  • 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.

  • Shona Davie commented  ·   ·  Report

    Please can this be done, it is a little frustrating to have to untick often

  • 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?

  • Jason Goodridge commented  ·   ·  Report

    I would suggest only a small fraction of journals would need to be on a cash basis, why does it default to being cash? Whenever I find errors in reporting it's because someone has forgotten to uncheck this and we have to go searching through journals and untick the option - very frustrating! Xero - please fix this!!

  • Trevor Lowe commented  ·   ·  Report

    Agree with the comments and a lot of users don't know about the current options

  • Emma Harrison commented  ·   ·  Report

    It is ridiculous this has not yet been rectified. Matter was first raised in 2016.
    I agree with all previous comments

  • Paul White commented  ·   ·  Report

    Clearly not an accountant that has written the software hence why it has this bizarre feature, that should be defaulted to OFF first.

  • Finance Manager commented  ·   ·  Report

    Desperately need this. I have payroll journals coming in from a different system and need the journal to be cash off.

  • Ben Case commented  ·   ·  Report

    Agree with all other posters. This should surely be defaulted to OFF.

    It's a rare occasion when you need a journal appearing in cash basis reports.

    I'm no software developer but there can't be too many simpler fixes than this one..come on Xero hurry up 😂

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