auto reconcile
Identify key references such as client code, invoice reference and client name when matching to invoices. Clearly the focus is currently on amount only and we are continually undoing clear mis-matches. If a receipt comes from a client names as a customer, it should never be auto-reconciled to another customer name. Especially where they include the client code or invoice within the reference.
This should be an easy fix initially to remove the first issue while improving the process for the references noted.
Stu Spencer
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂