Settings and activity
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284 votes
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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Kenneth Rocke
supported this idea
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92 votes
Hi team, we'd like to share another update as work for allowing direct wage payments via open banking with Crezco is well underway.
We look forward to updating everyone on this idea as soon as this is released.
As previously mentioned - we want to be upfront that we don't have any plans for extending the payment file export format to CSV, however direct payments will eliminate the need for a manual export saving you a few steps in this process. 🙂
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...!