Auto Reconcile - Relocate Auto Reconcile toggle to Settings.
This is a big concern when there are business owners who don't understand the consequences of this feature if it is wrong. It is not tested and not trusted as far as I am concerned. It needs to be able to be removed from the reconcile screen.
It needs to be in the settings ONLY, not where it can be accidentally clicked or chosen with good intentions.
Fiona Davidson
shared this idea
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
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Gay Breeuwer
commented
When reconciling transactions there is now so much clutter on the page it is slowing me down. I find the blue auto reconciled info is not useful and there are two buttons for turning auto- reconcile off/on, making the screen very messy.
The reconciling information I am working on is pushed down to the bottom third of my screen, how is this "beautiful accounting"? -
Kelly Townsend
commented
I would like to say that I think this is a great idea so thanks Annie & Fiona. I am currently deleting duplicate entries created by JAX because the business owner turned it on without monitoring what it was doing and now there are duplicate sales entries in his data file that I have to manually delete. Perhaps there should be some kind of disclaimer like talk to your accountant before turning this feature on.
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Annie Thorne
commented
I've just logged a support case to have this info bar removed from my screen. Having switched auot-reconcile OFF I don't need this taking up space (or being clicked inadvertently).
We were told that using the JAX stuff would be optional. I have never opted in. This should not be just appearing at random.