3 results found
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Bank Reconciliation - Turn off auto-reconcile prompts
I am not at all interested in the auto-reconcile feature and it won't ever be useful to me. The huge bar at the top of each account suggesting it is getting in the way of my workflow. I would like the ability to dismiss this and then not have it reappear! It's fine for Xero to suggest it once, so I know it exists, but once I've seen it I should be able to get rid of it for good. The same goes for the intrusive bar asking if I'd like to add online payments on each invoice. No, I…
35 votesThanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
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JAX Auto reconcile bank rules only
It would be good to customise the new JAX auto bank reconcile feature. Eg reconcile bank rules only.
The clients that would benefit most from this new feature are the ones that have large volumes of unpaid items on the purchase or sales ledger so whilst it would be great to auto reconcile the rules I wouldn't want the AI "having a go" at matching bank transactions to open bills or invoices.24 votesThanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
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JAX | Auto reconcile - Ability to set parameters
Please allow to set parameters for Jax Auto-reconcile. Things like: auto-reconcile only when the following fields are populated description, date, VAT, etc.. Auto-reconcile only when there's an attachment (unless specifically allowed by a contact setting e.g. for ABC Ltd allow reconciliations without attachment). Basically allow to define parameters.
11 votesHi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
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