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4 results found

  1. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    230 votes

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    85 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Kylie Cosgrave supported this idea  · 

  2. Notification | Xero Tax (AU) - Email when a return goes to Error tab

    118 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Kylie Cosgrave supported this idea  · 

  3. Reconciliation - Show the full statement line in reconcile screen

    30 votes

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    submitted  ·  9 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Kylie Cosgrave supported this idea  · 

  4. Practice Manager - Relationship Type

    183 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    An error occurred while saving the comment
    Kylie Cosgrave commented  · 

    Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'

    Kylie Cosgrave supported this idea  ·