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

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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!


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    peter higgins commented  · 

    Does Xero customer support and development team care at all about customers?
    Apparently not.
    Please sack them and employ a team that does care.
    This change would take mere minutes to implement, and has been requested by multiple users apparently since 10 years ago!
    What is the benefit of doing it the current way? None that I can see, other than to save face of the development team.

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    peter higgins commented  · 

    If you are incompetent at making this change, would you prefer to send me the source code, so that I can modify it for you in about 3 minutes!

    peter higgins supported this idea  ·