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  1. Bank reconciliation report - Set default date period

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields. 

    Thank you to everyone that flagged that, and apologies for the confusion.

    Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).

    Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.

    As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team. 

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    JULIE BABER commented  · 

    Anyone else dislike the awful new bank reconcilitation report? Much prefer just to enter an 'as at date' - so much quicker than faff around with start and end dates.

    JULIE BABER supported this idea  ·