Autocompleting minor adjustments on Find and Match.
Add a section to company settings allowing the adjustment of thresholds (e.g. +/- 0.10 or +0.05, -0.10) for automatic entry of minor adjustments.
Find and Match can tell when there is minor variance, and displays it but requires manual entry of that variance, which is almost always within 5p. Usually these are caused by different rounding and calculation of tax amounts from Xero entry vs supplier bill.
Allowing users to auto complete these saves clicks, and potential entry error, and having thresholds available allows companies to define their risk tolerance for these before requiring human intervention.
Coupled with some of the other suggestions for better tracking of minor adjustments would be helpful.
Quinn Fidler
supported this idea
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Autocompleting minor adjustments on Find and Match.
Add a section to company settings allowing the adjustment of thresholds (e.g. +/- 0.10 or +0.05, -0.10) for automatic entry of minor adjustments.
Find and Match can tell when there is minor variance, and displays it but requires manual entry of that variance, which is almost always within 5p. Usually these are caused by different rounding and calculation of tax amounts from Xero entry vs supplier bill.
Allowing users to auto complete these saves clicks, and potential entry error, and having thresholds available allows companies to define their risk tolerance for these before requiring human intervention.
Coupled with some of the other suggestions for better tracking of minor adjustments would be helpful.