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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Nick Fiori
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7 votesNick Fiori
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18 votesNick Fiori
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Journal Accrual or Cash Basis default setting and journal import column.
suggestions:
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.