Settings and activity
4 results found
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128 votes
Craig Thwaites
supported this idea
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225 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.
An error occurred while saving the comment -
30 votes
An error occurred while saving the comment Craig Thwaites
commented
It would be good to enable the supplier reference number from a bill to be added as a placeholder in a remittance email. We have some payments that are delayed in getting allocated by suppliers as they are delayed in reconciling the payment to the remittance emails
Craig Thwaites
supported this idea
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1,470 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Craig Thwaites
supported this idea
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An error occurred while saving the comment Craig Thwaites
commented
For clarity I think this function needs to be both on supplier side (Bills) and customer side (invoices).
Having a tag for the document would be great. For us we could use it to identify trends, on topic at the moment would be clients claiming financial hardship for their invoice
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)