Settings and activity
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41 votes
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276 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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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
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Hi - seems this has been an ongoing issue for many years. Shame xero is not able to help users.
When an employee submits an expense in a different currency to the base rate, why is it so difficult to then mark this as paid.
The expense has been paid from a foreign bank account with the same currency as the original document, but because XERO converts the expense into the base currency, the process is so long winded and unnecessary.
Please Xero can we have the option to keep a foreign expense as the same currency is was submitted as (do not convert to the base rate at the approval stage) Thanks, really appreciate that.