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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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/