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

    70 votes

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    38 comments  ·  Banking & chart of accounts » Reconciliation  ·  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!

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    Adam Haworth commented  · 

    I agree. This needs more traction as it is so simple to implement and would save so much frustration for Xero users who use multiple currencies.

    I also have no use for an AI assistant; just improve what you already have.

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    Adam Haworth commented  · 

    Please consider this, from a developer's point it would be so simple to change this!

    Adam Haworth supported this idea  · 

  2. Navigation - Freeze bar at the top of the page to save scrolling

    272 votes

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    80 comments  ·  Users & setup » Navigation  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we want to acknowledge all the feedback about how we can improve your experience by making navigation easier while scrolling.

    Our product team are now exploring options such as a 'sticky' navigation bar or 'back to top' option, and appreciate all thats been shared about this by our community.

    While we can't commit to development as yet, I'll be sure to let you know further news of this, here.

    Adam Haworth supported this idea  · 

  3. Organisation setting - Ability to hide/delete the demo company

    300 votes

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    126 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all the feedback you've shared.

    We'd like to share some changes that have been made since our last update;

    • The Demo Company now appears as its own item, separate from the Recent organisations list.
    • Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
    • There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.

    We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.

    We hope these changes make the experience clearer and help reduce accidental access.

    …

    Adam Haworth supported this idea  ·