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

    212 votes

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    75 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. Manual journals: Add projects category to Manual journals

    18 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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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. Project report - Include account name and account code

    70 votes

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    submitted  ·  31 comments  ·  For small businesses » Business features  ·  Admin →
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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. Account Transactions report - Include project column

    89 votes

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    submitted  ·  38 comments  ·  For small businesses » Accounting features  ·  Admin →
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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.