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

    216 votes

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    78 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.

    Melanie Walker supported this idea  · 
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    Melanie Walker commented  · 

    As Nick mentioned, having an extra column on the import template would be great. I import all my EOM journals, but to use the cash flow reports I need to go into the individual journals to untick this box.

  2. Reports - Adjust column width

    97 votes

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    50 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Melanie Walker supported this idea  · 

  3. Reporting - Layout | Option to choose portrait or landscape

    154 votes

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

    Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.

    The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.

    We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.

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    Melanie Walker commented  · 

    100% agree with Remi

    Melanie Walker supported this idea  ·