JAX Auto-Reconcile - Mismatching
Have been having issues with auto reconciliation matching against bank fees but overlooking pending items from Xero Me. Should look for matching items from Xero Me first, before creating new item to match bank fees.
Vernon Powell
shared this idea
We'll need some more deta to properly triage this Idea Vernon. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
Can you please explain what your process is? I believe you are talking about Expense Claims but the more detail the better.
To clarify at the moment Jax auto reconcile will look for matching transactions and if there are none and no bank rule it will use prediction or memory to create the transactions and reconcile. If you have an Expense transaction (spend money) that matches the amount in the bank statement it will not create a new transaction. Please let us know what you are experiencing so we can triage the Idea.
