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

    284 votes

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    106 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    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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    Shane McMullen commented  · 

    Default "Show journal on cash basis reports" affects statement of cash flows. It would be good if the default was off or users could choose which default they want to apply.

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    Shane McMullen commented  · 

    Agree. Messes up the statement of cash flows report

    Shane McMullen supported this idea  · 

  2. History & notes - edit a note

    7 votes

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    submitted  ·  4 comments  ·  Reports & tax » History & notes  ·  Admin →
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    Shane McMullen commented  · 

    I support the idea. You should be able to edit your own notes.

    Shane McMullen supported this idea  ·