Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    183 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

    submitted  ·  60 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
    An error occurred while saving the comment
    Joe Girdwood commented  · 

    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.

    Joe Girdwood supported this idea  · 

  2. Invoice - Bulk allocation of credit notes

    354 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

    submitted  ·  125 comments  ·  For small businesses » Business 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
    Joe Girdwood supported this idea  · 

  3. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    101 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

    submitted  ·  53 comments  ·  For small businesses » Business 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
    Joe Girdwood supported this idea  ·