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Automatic bank reconciliation beta

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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.

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Simone Posteraro shared this idea  ·   ·  Report…  ·  Admin →
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  • Tom Benson commented  ·   ·  Report

    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.