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  1. Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed

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    8 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.

    At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks

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    Kylie Malota commented  · 

    We've had a number of auto-reconciles that were incorrectly reconciled, creating quite a mess with customers getting invoice reminders who had already paid, and customers who were over due not seeing any reminders. A review feature is definitely needed.

    Kylie Malota supported this idea  ·