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Bank reconciliation AutoSuggest: Look for already existing contacts before suggesting the creation of new ones

I have already suggested this here: https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/51721467-bank-reconciliation-autosuggest-look-for-already

Today I have a fresh, dumb suggestion from AutoSuggest: "Canberra Pools" as a new contact when "Ampol - MV Fuel" already exists for a payee containing "Ampol Canberra".

Bank rules (as suggested for the previous post before it was closed to comment) will not help. Gen-AI is going to keep finding new, stupid things to suggest when there is already an existing contact, and I'm NOT going to create a new bank rule every time for something that shouldn't ever be happening. The Gen-AI is getting worse, not better, because it's training on bad data from everywhere, not the good data that I put into my client files.

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Freya Pieroz shared this idea  ·   ·  Report…  ·  Admin →
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  • Freya Pieroz commented  ·   ·  Report

    I should also note that for the way I deal with superannuation, bank rules are 100% useless anyway, since I do those as prepayment against the monthly bill, because the super is easier to allocate in a monthly batch against the Projects that various people are working on. And bank rules can't do prepayments.

  • Freya Pieroz commented  ·   ·  Report

    And another example, albeit not in Bank Reconciliation but in Documents!

    AutoSuggest suggests a new business name when one already exists in the Contacts that tracks the registered business names that the business also holds, which may show up in the bank transactions.