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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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  • Joanne Reade commented  ·   ·  Report

    ‘show journal on cash basis reports' should be optional , ticked as a default when processing manual journals impacts the Cashflow Report

  • Nic McGregor commented  ·   ·  Report

    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

  • Russ Smith commented  ·   ·  Report

    Please put a toggle or something in for the minority of users who would actually want journals to show up in the cash reports. This is such an odd choice to have it set this way as a default. We post over a dozen journals a week and it's such an unnecessary time sink to have to check and correct every month.

  • Heath Colbert commented  ·   ·  Report

    I have client that has daily imports from a POS API called Phorest and they come in as a manual journal. She is registered for GST on a cash basis. I need to be able to tick show journals on a cash basis for each day, ideally this can be set as an option or fixed via find and recode.

  • Emily Rasera commented  ·   ·  Report

    Agree, critical that this is updated as soon as possible

  • Louisa Andreucci commented  ·   ·  Report

    Agree this fix is needed ASAP - it's critical for getting cashflow right

  • Casey Sheridan commented  ·   ·  Report

    Agree with other commenters that it should be non-cash as a default. Changing a journal to cash should be the option. This update would help address that.

  • Leanne Gillies commented  ·   ·  Report

    Marked as critical, as agree this one seems to be being ignored.

  • Nicole Simmons commented  ·   ·  Report

    Maybe if everyone marked this as Critical in the 'How important this is to you" section above, then Xero might actually look at it as they seem to ignore the comments and requests. If everyone has already done this then I guess they will just ignore it for another couple of years.

  • Sarah Haerewa commented  ·   ·  Report

    A system default to it being unticked would be better that default ticked. Ideally though a customisable Xero file default setting would be good.

  • MaryJane Behre commented  ·   ·  Report

    Agree that it would be great if the Xero file had the ability to select a default for manual journals like it does for most other areas.

    The dream would be if the power of the Find & Recode Function could be increased to bulk update manual journals to cash or accrual.

    Pretty please with sugar on top 😁🤞

  • Ryan Mackey commented  ·   ·  Report

    In my experience most journals are non cash items, so being able to adjust the default setting would be an improvement.

  • Mathew Rees commented  ·   ·  Report

    Agree this should be a priority to be able to default for the box to be unticked

  • Melanie Walker commented  ·   ·  Report

    As Nick mentioned, having an extra column on the import template would be great. I import all my EOM journals, but to use the cash flow reports I need to go into the individual journals to untick this box.

  • John Elliott commented  ·   ·  Report

    Hi, the larger businesses I handle - this setting is a nightmare - it should be able to be turned off as a setting. It plays havoc with cashflow reports

  • Craig Thwaites commented  ·   ·  Report

    As mentioned, this default setting renders the cash summary report useless. All payroll journals are posting in as manual journals marked as cash. Default should be unticked (false)

  • Sam Gray commented  ·   ·  Report

    Great idea Nick! I bet Xero say it's too hard or that it's working as designed/based on the feedback they've received from customers

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