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.
Freya Pieroz
shared this idea
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Freya Pieroz
commented
Here's another recent one - "On Lake Cafe" when the client has a contact "My Cafe Manuka" when the payee contains "My Cafe"
