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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Chris Mawson
commented
Hi Guys
I agree with Bryony on this one...I thought I would try Jax ..maybe instead of the transaction disappering as reconciled..allow a function for review to we can see what Jax is coding transactions to..for example I have a client that upgraded their switchboard which Jax coded to R&M but actually should be coded to he interentity account for their Trust that own the building..I have turned Jax off now for all my clients as many think that a green all reconcilled is cool and that they can go fishing...but in reality I have to do more behind the scenes to review and correct it...
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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.