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

    178 votes

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    submitted  ·  56 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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

    341 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Joe Girdwood supported this idea  · 

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

    97 votes

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    submitted  ·  51 comments  ·  For small businesses » Business features  ·  Admin →
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    Joe Girdwood supported this idea  ·