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

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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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    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