Reconciliation - Filter auto-reconciled transactions on review screens
Allow people to filter by method when reviewing auto-reconciled transactions (i.e. the ability to remove transactions auto-reconciled using rules from the search)
Harry Walker FMAAT
shared this idea
Appreciate you sharing this feedback, Harry. We understand the request to filter auto-reconciled transactions during review. Having this visibility could help make reconciliation checks quicker and more focused.
We’ve updated the status to Gaining Support so we can continue tracking interest.
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Enzo Garza
commented
I am looking at two different client accounts and one offers the ability to filter by the auto rec method and another doesn't allow me to filter in this way. Why? Is this an update that is rolling out slowly?
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Louis Evangelou
commented
Auto reconciliation is a great feature, but when it comes to reviewing the transactions that have been auto-reconciled, I would like the ability to filter not just to show which ones have been auto-reconciled, but the method used i.e. predictions/memory/rules/match
i am refering to the page here:
https://go.xero.com/app/ORGCODE/bank-rec/reconciled-transactions/
