Settings and activity
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215 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.
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Abigail Bruwer
commented
Pretty disappointing to hear this, with over 100 journals coming through a day from our ERP system this makes Xero incapable of cash reporting and cash forecasting for us
Abigail Bruwer
supported this idea
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It looks great but essentially Xero's cash means nothing to us as long as journals automatically posting come through with the cash tick on, which discounts Xero's information significantly. This is an urgent essential upgrade Xero is behind on.