Settings and activity
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284 votes
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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Joe Girdwood
supported this idea
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494 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Joe Girdwood
supported this idea
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Very few journals should ever show on cash basis reports. The default setting should be OFF i.e. unticked.
The default setting makes cash reports nonsensical and useless. Users who are not accountants or experienced finance staff - which is a big chunk of Xero's user base - will likely never diagnose the problem and simply ignore cash reports altogether.
More experienced users have to remember to untick a box for every single journal entry & manually correct journals posted from third-party systems. If retrospectively diagnosing the issue, it's necessary to review every single historic journal to correct.