Bank Reconciliation - Add setting to disable 'Suggest previous entries'
Please add the ability to switch off the suggested reconciliation entries for individual users or for all users if easier. It is a setting that shows an OK button that looks a lot like the OK for rules and other matches, and it makes users trigger happy with the OK, which leads to reconciliation account coding errors.
Pamela Looper
shared this idea
Hi Pamela, thanks for your feedback on bank reconciliation settings. It’s helpful to understand your concerns about suggested entries and the OK button during reconciliation.
To clarify what’s currently available: Xero generates suggestions in a few different ways by trying to match an existing transaction, checking your bank rules, using memory from similar reconciled transactions, or, if none of those apply, making a prediction using machine learning.
If you don’t want Xero to provide memory-based suggestions or predictions, you can turn these off by scrolling to the bottom of the Reconcile tab and clearing the “Suggest previous entries” checkbox.
You can also turn off bank rule suggestions by going to Accounting > Bank Rules > Delete the relevant bank rules.
These options remove the automatic suggestions that appear with an OK button.
Our team has reviewed your idea, and since there are ways to achieve what’s being asked within Xero, the idea has been closed for votes and comments.
