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213 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.
Kerry Greenley
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9 votesKerry Greenley
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2 votesKerry Greenley
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15 votes
Thanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
An error occurred while saving the comment Kerry Greenley
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We all have clients that travel for work and claim mileage.
Ideally, these clients would be able to submit more than One trip at a time on a mileage expense claim.
I just opened up the expense claims for one client - there are 30-40 small trip mileage claims...
Time consuming for the client and the accounting staff.
Updating the program to allow for the client to add additional line items for each trip that month and tag each line item to a project would be appreciated!