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

    287 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.

    Jan Singleton supported this idea  · 
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    Jan Singleton commented  · 

    Yes for me the Statement of Cash Flows is basically a useless feature as it includes journals which in our case we would very very rarely use a journal to provide a cash entry.

  2. Reporting | Budget Manager - Customise report layout

    230 votes

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

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

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    Jan Singleton commented  · 

    Budget Manager - be able to select which General Ledger Accounts appear on the budget.

    Some ledgers we don't do budgets for or need to report them. They are incidental costs.

    Jan Singleton supported this idea  ·