Auto reconciliation - Reconcile only when all fields match
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
Uri Teitler
shared this idea
Hi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!
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Annabel Lewis
commented
Yes please. The AI auto reconciliation is great, but we need to be able to choose how far we want it to go. eg - auto reconcile invoices which are clearly fully paid or bills that approved etc. But it mustn't reconcile a transaction without a bill or invoice without a rule. The bill documentation must be loaded and check before it is reconciled - if the bank transaction is auto reconciled with an auto created transaction then there is no control. i have had to turn the whole thing off because it was creating transactions from memory or predictions.