Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    215 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    78 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Heidi McMath commented  · 

    Agree, unsatisfactory answer from XERO regarding this.
    This functionality needs to be actioned to enable users to produce sensible cash flow reports.
    As an example, why would depreciation (a typical journal for most business) be considered as a cost that should go through the cash flow.

    I would hope XERO could at least, set default journal as "UNTICKED" for this particular box as this would be the general rule for 95% of journals.
    Then a user can tick the box, on the odd occasion it does affect the cash flow.

    Heidi McMath supported this idea  ·