Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    213 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    75 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Heath Colbert commented  · 

    I have client that has daily imports from a POS API called Phorest and they come in as a manual journal. She is registered for GST on a cash basis. I need to be able to tick show journals on a cash basis for each day, ideally this can be set as an option or fixed via find and recode.

    Heath Colbert supported this idea  ·