Settings and activity
2 results found
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266 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
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Kenneth Rocke
supported this idea
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86 votes
Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.
You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.
While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.
An error occurred while saving the comment Kenneth Rocke
commented
I'd recommend recording a macro in excel and just downloading > uploading a csv file into your bank. It doesn't take long and it's a huge time saver, worth the small investment in time if your bank allows csv uploads.
You can open the downloaded .txt file in excel and then run your macro. to covert it into the right format.
An error occurred while saving the comment Kenneth Rocke
commented
It can't understand why bills payments can be exported to CSV and not payroll.
The current set up means that I currently have to have two payments providers: one that accepts CSVc only (better user interface, customer experience, bank feeds to xero, employee sending cards too) and the original provider (terrible experience all-round) who only accepts BACS files.
I want fully migrate from the original provider but I can't until payroll can be exported to CSV.
Kenneth Rocke
supported this idea
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This is a ridiculous default setting. A manual journal will likely never be a cash item. Is Xero designed by accountants for accountants? Sometimes I doubt it...!