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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.

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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

    213 votes

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    80 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the valuable feedback you’ve shared through this idea. We get how adding Quantity and Unit Price columns to the Account Transactions report would help you with transaction reconciliation, and provide clearer insights, without the need of opening individual transactions.

    Being upfront this isn’t in our team’s roadmap, however the idea will remain open for voting. Your input continues to shape our understanding of what’s most important, and we’ll keep sharing your feedback with the product team as they assess and plan for the future.

    Tara Lennie supported this idea  ·