Improving Auto-Reconciliation Functionality
Just a few ideas our team has come up with from testing out the system on our accounts:
Incrementing the Reference Number - Each of our transactions uses a unique reference number and has a different pre-fix on each account we use Xero for, it should be possible for Xero to detect this and increment it by one for each transaction that the auto-reconciliation handles.
Interaction between the auto-reconciliation and other apps, i.e. Dext - We use Dext to provide information and upload photos of receipts and invoices for transactions; there should be a way to enable the auto-reconciliation to work with this so we don't need to later go in and update the transaction with a picture or scan each time
Detecting when not to auto-reconcile - For some transactions, like freelancers, we might be assigning them to different projects from one month to the next so the auto-reconciliation should check back on the last three times we paid a specific payee and then if it's inconsistent it shouldn't attempt to guess at an auto-reconciliation
Reform Accounts
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Thanks for sharing these suggestions around Auto-Reconciliation.
There are several different improvements covered here, including automatic reference numbering, attaching receipts from Dext, and applying project logic based on transaction history. Each of these could be considered separately, so we’ve updated the status to Feedback.
To help the community vote on each request individually and give our product teams clearer feedback, please create a separate idea for each improvement. For ideas related to third party apps such as Dext, this will need to be raised via Xero Developers Idea page instead.
