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.
Bryony Stocks
shared this idea
Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.
We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂
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Samantha Marlow
commented
I second this.
The new auto-reconcile should come with some customisation similar to when setting up a bank rule.
I want the bank rules to auto-reconcile but do not want anything else to be reconciled without documentation.