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 wouldn't! I'm never going to! It feels like obnoxious up-selling and gets in the way of actually using the service we already pay for.
Ginny Weckstein
shared this idea
Hi!
Thanks for sharing your suggestion about hiding this prompt.
We've reviewed your idea and you might like to share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
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Annie Thorne
commented
Agreed.
Having switched it off/opted out it should not be cluttering up my screen.
Helpfully, when I logged this as a support issue I was advised I could just get a bigger monitor ...
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Joseph Dwyer
commented
Yeah this banner gets in the way and needs to go. Tired of apps trying to inject AI into everything. The reason I prefer Xero over other products like Intuit is the lack of bloat and clutter, but that's starting to change as AI gets sprinkled all over everything.
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Sharon Asplund
commented
I really want the ability to turn this off to prevent my clients from misclassifying bank transactions.
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Barbara Bowser
commented
I would love to be able to turn this feature off. When the system "calculates" the number of auto-reconciled items, it takes time, which over the course of the day, leaves me staring at my screen waiting for the page to load, grumbling about Xero. I like Xero as a product. I would love the ability to turn this feature off so I can get back to business, instead of waiting for the Xero page to load.
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Samantha Marlow
commented
Ability to deactivate "Turn Auto-Reconcile On" suggestion in all bank account screens in the main Xero settings to remove clients temptation to turn this on for bank accounts that it is not suitable for.