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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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    Leah Hill commented  · 

    When is Xero going to fix this major flaw in the Cash reporting? It is time consuming to have to review and edit journals and untick the box every month to get accurate cash reports. There have been requests for this since 2016!

    Leah Hill supported this idea  ·