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

    54 votes

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    33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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!


    Scott Magee supported this idea  · 
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    Scott Magee commented  · 

    This simple change would require very little work from Xero but would save HOURS of time each month for people like me, and so it would be a quick win for Xero.