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  1. 212 votes

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    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.

    Leela Weinstein supported this idea  · 
  2. 18 votes

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    Leela Weinstein commented  · 

    It's such a surprise Xero can't see such obvious needs....

    Leela Weinstein supported this idea  · 
  3. 70 votes

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    Leela Weinstein commented  · 

    This is such an obvious common sense need....it's shocking Xero isn't seeing that or doing anything about it.

    Leela Weinstein supported this idea  · 
  4. 89 votes

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    Leela Weinstein commented  · 

    Xero, some response please?

    Can you let us know your plan for adding this common sense functionality to the reports? That is, the project code being available to select as a column when running GL detail reports? Existing project reports are not of much help with no way of cross checking any data. I thought that would be obvious.