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  1. Reconciliation - Auto match with foreign currency transactions

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Scott Pollok supported this idea  · 
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    Scott Pollok commented  · 

    Strong agree with this request.

    Adding an option for "Show [account currency] items only]" has been requested many times - see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988664-bank-reconciliation-untick-show-currency-item. Comment and mark as important to keep this coming up on PD team's radar.

    If there's a concern for auto-match with foreign currency in prompting incorrect matches, in addition to a fuzzy converted amount (and date logic) match, the rule could require a match with one of payee name or reference. That would significantly expedite our reconcilliation process.

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

    52 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Scott Pollok supported this idea  · 
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    Scott Pollok commented  · 

    Big vote for this - it means reconciliation that should be single-click becomes entirely manual; have to turn off NZD only, then find the invoice reference, copy it, paste it into the reference field, then search, then select it, then hit reconcile. Silly - please prioritise this fix.