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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