Settings and activity
2 results found
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12 votes
Hey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.
We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.
This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.
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Marinus Wassenaar
supported this idea
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69 votes
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!
An error occurred while saving the comment Marinus Wassenaar
commented
Problem: Our organisation has over 60 monthly subscription in foreign currency that is paid through our business credit card account and the foreign currency amounts aren't matched properly causing manual matching.
Solution: Firstly improve the reconciling so that the forex amount on the invoice is converted at the forex rate and appears on the bank recon screen in green. Secondly add functionality that all bills are separated between which accounts they are to be settled from so that they show up green in the bank recon screen in the bank account they were selected to be paid from
For journals received from a plug in like Simplepay or Payspace etc and where those journals have lines that are mixed or not in alphabetical order, be able to click on the "Description" and it sorts it automatically to alphabetical order in ascending or descending order. Same can be done for amount in the debit and credit fields or account.