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3 results found

  1. Manual Journal - Toggle off cash basis reporting by default

    Please change the manual journals layout back to the original permanently and not make me switch this very day. The new version takes up too much space and it is a lot harder to navigate. I suspect whoever designed this does not spend anytime actually entering journals. Another key issue is to have the show journal on cash basis reports unticked as the default. Journals by default are generally not cash movements. Thank you

    32 votes

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    4 comments  ·  Manual journals  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, appreciate all the engagement here so far. Just to clarify, the ability to set default for the Show manual journals on a cash basis option is already available in Xero.

    From the Manual Journals list, you can turn Show manual journals on a cash basis on or off. This sets the default for new journals in that organisation, while individual journals can still be changed when needed.

    This feature is currently available in the US, AU and NZ only, with plans to roll it out to other regions soon. You can keep track of the rollout on this idea.

  2. Keep Draft Manual Journals as Draft

    Draft journals should remain drafts and should not be included in financial reports until they are posted.

    Including draft journals in reports is confusing because the report appears to reflect accounting entries that have not actually been posted to the ledger. I recently spent time trying to figure out what I had done months earlier, only to discover that the journal affecting the report was still sitting in Draft

    If an entry is still being reviewed, adjusted, or simply parked as a draft, it shouldn't affect the reported financials or account transaction reports. Once the journal is posted, then it…

    5 votes

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    0 comments  ·  Manual journals  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this feedback. We want to clarify that draft manual journals don't flow through to financial reports or account balances. The journal remains separate from your financial records while it's in Draft status and only affects reporting after it has been posted.

    If you're experiencing something different, please share a little more detail about the journal and report involved by reacting to this update.

  3. Manual Journals list - Quick link to access posted journal

    The "View Manual Journal" link no longer appears in the new manual journal screen when you post a journal (as per the screenshot attached). This was a very useful feature in the old format which myself and my colleagues have been using on a regular basis, as it makes it really easy to go back and edit a journal you just posted rather than having to look for it.
    It would be great to bring it back in the new version please.

    3 votes

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    0 comments  ·  Manual journals  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi there 👋, appreciate your feedback and hearing how you find this a useful feature.

    This is actually still available within the new version, however the toast will appear in the bottom left of the screen rather than above the list. I've included a screenshot for your reference. 🙂

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