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.
Simone Posteraro
shared this idea
Appreciate your feedback and sharing with us on how we could improve automatic reconciliation for your use.
We're keeping a close eye on the ideas for this here and I'll be sure to share any updates with you here .
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Alex Low
commented
Great idea! I need the ability to disable specific reconciling features too. My main ones I need to disable is "memory" and "predictions" for exact same reason as Kristan Paul.
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Kristan Paul
commented
I've just disabled Jax auto-reconcile as it was matching transactions before I've uploaded a receipt. I'd like to be able to allow JAX to reconcile bank rules and matches, but unselect the 'memory' matches.
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Tom Benson
commented
JAX Ai - Auto-reconcile transactions.
Feature is awesome - but I need to be able to selectively disable it for certain transactions (in my case, transactions which reconcile to my "200 - Sales" ledger).We have a two step debtors system - and need to manually reconcile these specific account transactions.
A broader option might be to enable the AI for incoming and outgoing transactions seperatley.