Bank reconciliation AutoSuggest: Look for already existing contacts before suggesting the creation of new ones
Recently, the bank feeds have started suggesting that I create a new contact "Choice" for automated superannuation payments - payee contains "SuperChoice" - for all my clients, who all already have a contact named "Superannuation" or similar. This is DUMB, and wastes my time every payrun (thank you payday super) because I can no longer just click OK.
Get the autosuggest to look at what is normal in the datafile being worked on, and suggest contacts that already exist, before suggesting the creation of new ones.
Freya Pieroz
shared this idea
Thanks for sharing this Freya. I can appreciate the manual work you’ve already put in to clean things up, especially as this has come to light after the fact. As this is a regular payment, setting up a bank rule to use your existing “Superannuation” contact could help prevent this happening again. Hopefully, the bank reconciliation suggestions will get better at recognising how these payments are handled over time.
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Freya Pieroz
commented
I've just had to spend a bunch of time fixing a client's allocation of their super paid to a new contact "Choice" (using the auto-suggestions of Xero) instead of to the pre-existing "Superannuation". Such a waste of time that could have been better spent!