Bank Rec - Turn off Memorisation
Option (in Settings) not to allow creation of new transaction to reconcile incoming payment and only allow reconciliation against either existing invoices or from the Match/Create form. We have had a couple of occasions where clicking OK in error on a transaction creates a new transaction that fully reconciles a payment leaving invoices unreconciled and sending overdue emails.
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Phil Allen
shared this idea
Hey Phil I am happy to share that this is already possible ion Xero!
Just follow these steps:
- Go to Accounting and select Bank accounts.
- For the bank account you want, click Reconcile [number] items.
- On the bank reconciliation screen, look at the bottom of the screen.
- Clear the Suggest previous entries checkbox.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
