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

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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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    Rob Schmitt commented  · 

    Kelly - I believe the Xero Product team may have misunderstood the issue.

    The core problem is that cash reports are inaccurate because imported journals are being included - even though this is almost never required. This prevents users from accurately relying on Xero’s cash reporting features and undermines valuable existing functionality.

    This affects a material part of your product, yet the fix is simple: change the default so that “Show journal on cash basis reports” is unticked by default — which is correct 99% of the time. It’s extremely rare to journal a cash transaction - that’s what bank feeds are for.

    You don’t need to make this a configurable default; just change it centrally. Doing so would instantly improve accuracy and make your entire user base happier. The only reason you haven’t heard more complaints is likely because many users simply don’t realise their cash reporting is wrong.

    Implementing this small change would resolve the issue for most users and remove unnecessary frustration. Please reconsider.

    Rob Schmitt supported this idea  · 
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    Rob Schmitt commented  · 

    This response is unreasonable and nonsensical. This is a clear product issue that undermines the accuracy of cash reporting and is more important than introducing new features. Our use of journals for revenue recognition, given that Xero does not support this either, creates a significant problem for us and many others. If Xero’s staff had a better understanding of their clients and the broader impact on other features, they would prioritise resolving this issue immediately - wake up...