Settings and activity
3 results found
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218 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
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Joe Girdwood
supported this idea
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437 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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116 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
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.