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  1. Workpapers - Enable use for non-Xero clients

    29 votes

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    submitted  ·  6 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Chloe Mahney commented  · 

    It would be useful to create workpapers for non corporate clients such as non profits and sole traders. It would also be useful to be able to add to the list of workpapers clients who accounts are due even if they are not xero clients, so that we can maintain a complete list.

    Chloe Mahney supported this idea  · 

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

    284 votes

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    105 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.

    Chloe Mahney supported this idea  ·