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  1. Bank Reconciliation - Set default currency filter in Bank Reconciliation

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know how the ability to set a default for the currency filter in bank reconciliation would aid your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Barry McGuinness shared this idea  · 

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

    58 votes

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    33 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!

    Barry McGuinness supported this idea  ·