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

    285 votes

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    107 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 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.

    Updated 24 Sep - This is currently available in US, AU and NZ 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.

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    Tara Lennie commented  · 

    Agree with all comments made prior - manual journals are mainly used by accountants to be on an accruals basis. It does makes cash summary report hard to use/more time consuming having to fix journals to untick cash basis due to default.

    Tara Lennie supported this idea  · 

  2. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    224 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey - If your experience is a good fit for the study, you'll be redirected to book a time that suits you.

    Please note, sessions will be run from Australia/New Zealand, so availability is limited.

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to…

    Tara Lennie supported this idea  ·