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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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    Jennifer Rodrigues commented  · 

    I can't use some Xero tools because of this default on journal creation. Why it was ever set up that way is ridiculous.

    Please please please fix this.

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    Jennifer Rodrigues commented  · 

    Xero - PLEASE listen to what we are saying! Rob Schmitt has made it very clear. I cannot rely on any cash-based reporting that Xero claims to provide.

    Jennifer Rodrigues supported this idea  · 

  2. Bank Feed - Charities Aid Foundation (CAF)

    585 votes

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    313 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.

    We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.

    We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks

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    Jennifer Rodrigues commented  · 

    I agree with Ben! "This feels like a necessary and basic feature for charities using CAF who are already under time and capacity pressures. Please prioritise."

    Jennifer Rodrigues supported this idea  ·