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
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. đŸ™‚
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Alissa Bryden
commented
I wish for auto-reconcile that the review piece was easier. We have had errors which were often weird (such as matching to a invoice of the same amount instead of another invoice which was in the e-transfer clients name and had a payment for the same amount). That example would have been matched green in the old reconciliation but JAX and autoreconcile matched it incorrectly. For review it would be best to be able in one screen to see bank statement detail compared to account transaction detail. The above example seems unusual but we have had it happen a couple times and in one case it actually then stopped credit card collection of the miss-matched invoice.
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Katy Davies
commented
being able to turn off the auto reconile from memory or predictions would be a huge improvment
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Mike Brearton
commented
Auto-reconcile specific entries only, defined by parameters.
Regular expenses... same every time, every week... auto-reconcile.
Do NOT auto-reconcile anything else... I WANT to see them. -
Babak Yeganegy-Bruckhoff
commented
It would be very helpful if JAX could be improved by ensuring a higher weighting is applied to high confidence matching criteria such as matching unique customer identifiers in the incoming payment references. We had a recent case where the unique identifier matched but was not given sufficient weighting , therefore other criteria was referred to with a lower confidence threshold (in our case the first name) which auto-reconciled to the wrong account.
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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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Margaret Stevens
commented
Id love to have the ability to only auto reconcile expenses and not invoice or payments. My customers love to prepay and the auto feature closes those invoice before i can actually create the prepayment and apply it to their account. But auto recognizing bills or expenses only would be a huge time saver. or even have a section of all the matches and be able to approve them in batches.
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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.