Settings and activity
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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.
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Michael Macrides
commented
This causes so much confusion AND is such an easy fix. Come on Xero.
Michael Macrides
supported this idea
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133 votesMichael Macrides
supported this idea
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Kelly, this is a HUGE headache - it causes all sort of issues. Please listen to your users, canvass 20 customers who manage larger transaction flows or multiple clients. Ask them why it matters if this forum isn't enough to convince you.
It's really simple, it just needs the default to change. It's a 1/0, binary setting. It'll take a developer no time, or give it to Claude...10s and done. The release note will take more time than the fix.
It's such an easy win. Not glamorous, but all the accountants will thank you for it. And they'll have more time with their families, or passing more journals, or whatever.