Settings and activity
4 results found
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57 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Lachlan Keddie
supported this idea
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306 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
Lachlan Keddie
supported this idea
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280 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.
An error occurred while saving the comment Lachlan Keddie
supported this idea
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16 votes
An error occurred while saving the comment Lachlan Keddie
commented
This would be great for me aswell,
My largest client has 13 accounts reconciled daily, with matched transactions only.
It is too easy to trip over open tabs or continuous scrolling through accounts.
Manual Journals defaulting to Cash makes zero sense for a professional accounting platform. Most journals are, by definition, accruals.
As a Senior Accounts Manager overseeing multiple entities, this is currently a huge headache, especially not having the ability to mass-edit or recode these entries means I’m losing hours manually editing individual journals one by one.
This is a basic feature that has significant implications to the integrity of the accounts.
We need the ability to set the default basis by organisation.
We need the ability to mass edit these Journals.