Skip to content
← Banking & chart of accounts

Enter your idea

Banking & chart of accounts: Reconciliation

Categories

(thinking…)

Bank Reconciliation - Untick 'Show (currency) items only' by default

Ability to untick the option of ‘Show currency items only’ by default.

Purpose: To avoid confusion especially for users who are dealing with multiple currencies.

55 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

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  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
Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks for your feedback and for sharing your thoughts on this idea. We understand having to untick the "Show (currency) items only" adds extra clicks and slows you down. Our current default setting is designed to help prevent common reconciliation mistakes. Most users primarily reconcile transactions in their local currency, so defaulting to that view helps keep the screen less cluttered and reduces the risk of accidental mismatches with foreign currency transactions, which can be complex. For now, the process is to untick the "Show [currency] items only" box whenever you need to reconcile a foreign currency transaction. We know this isn't a perfect solution for everyone, but we wanted to provide some context on why the current design is in place. We'll continue to listen to your feedback and will let you know if anything changes. Thanks for being part of the Xero community!


Show previous admin responses (1)
Comments are closed An error occurred while saving the comment
  • Jonathan Brewer commented  ·   ·  Report

    This issue has been a problem for me going back more than five years. It was previously tracked under Xero Community issue 8403839.

  • Kylie Attewell commented  ·   ·  Report

    Makes it so much easier if all transactions are available to see right from the get go

  • Krystal Butcher commented  ·   ·  Report

    Critical - for a company that deals with multiple forgien currencies daily. What is the harm of this showing all currencies by default?

  • Gael Beddoes commented  ·   ·  Report

    Agree with this so much. If you have multi-currency options setup why would you need this extra step every time in the bank rec. Please at least add an option in currency settings to display all items.

  • Jane Stubbs commented  ·   ·  Report

    When you've got a client that has multiple invoices in a foreign currency, having to untick the box and manually match really slows you down. Please allow an option to be able to permanently untick the AUD items only box. Thanks

  • PAUL WEST commented  ·   ·  Report

    Please add!
    Extra clicks to reconcile foreign currency invoices slows the process down.

  • Patricia Connor commented  ·   ·  Report

    This would be great - I was just searching to see how to change this default setting as I regularly have to uncheck this box. Please add this feature!

  • Jeremy Worthington commented  ·   ·  Report

    New transactions are being created when it is thought that bills are missing.

  • Graham Jones commented  ·   ·  Report

    Or even just have it remember what it was last set to

2 Next →