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

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    106 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (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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    Nic McGregor commented  · 

    As default, can you please turn off the check box "Show journal on cash basis reports"
    For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks

    Nic McGregor supported this idea  ·