Settings and activity
3 results found
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10 votes
Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.
We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂
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8 votes
We appreciate your feedback, Scott. This is something we'll start to get a sense of the feeling around from community here, however I want to be upfront that this isn't something we have plans to remove atm. Thanks
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Philip Roberts
commented
Online payments, receipt processing apps etc are totally unsuitable for my business - and never will be.
Please have a setting somewhere that permanently hides the adverts for stuff that is totally useless to me and just annoys me when it pops up AGAIN and has to be dismissed AGAIN!
Philip Roberts
supported this idea
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95 votes
An error occurred while saving the comment Philip Roberts
commented
@Ruth Ward
Yes, the absence of a 'dispute' flag and process to capture communication n the notes automatically is a major omission.
Our workaround is to prefix the reference for the suppliers bill with ***Disputed***
so INV10245 becomes ***Disputed***INV10245 which makes it stand out like a sore thumb in the 'overdue' bills reports etc.
When the dispute is resolved we apply the credit note and remove the ***Disputed*** prefix. Have to remember to update the notes each time we speak to the supplier though.
Just had to go through all the stuff that JAX got wrong on auto reconcile - incorrect account coding mostly.
Took MUCH LONGER than manually reconciling would have done.
This is not fit for purpose as it stands - customisation to 'exclude' accounts from JAX guessing wrong or a setting to just apply the bank rules automatically would be helpful