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

    284 votes

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    105 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Leela Weinstein supported this idea  · 

  2. Manual journals: Add projects category to Manual journals

    30 votes

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    submitted  ·  9 comments  ·  Reports & tax » Manual journals  ·  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

    84 votes

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    37 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.

    This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.

    We will let you know if there are any changes planned for this report, here.

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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

    113 votes

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    submitted  ·  52 comments  ·  Reports & tax » Reporting  ·  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.