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
AdminXero Team
(Admin, Xero)
shared this idea
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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Catherine Brook
commented
Most journals are not cash transactions so should be changed!
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Tim Burgess
commented
Manual journals are almost never cash transactions so it makes no sense for this to be the default
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Deb McGrice
commented
Without this feature we are continually changing the default for each journal we do.
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Leah Cother
commented
Without this feature we are continually changing the default for each journal we do.
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Joel Thomas
commented
Most journals are not cash transactions so should be changed!
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Mark Edwards
commented
cash flow summary reports and related apps which run cash flow reports are made redundant when entries from journals appear.
The majority of general journals are non-cash, changing the default on this to un-tick the "show journal on cash basis reports" means accountants do not need to untick a box for the majority of journals they do.
it also means less re-work when running cash flow reports to go back and un-tick journals that were missed.