Settings and activity
3 results found
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11 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
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52 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Alissa Bryden
supported this idea
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79 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Alissa Bryden
supported this idea
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I wish for auto-reconcile that the review piece was easier. We have had errors which were often weird (such as matching to a invoice of the same amount instead of another invoice which was in the e-transfer clients name and had a payment for the same amount). That example would have been matched green in the old reconciliation but JAX and autoreconcile matched it incorrectly. For review it would be best to be able in one screen to see bank statement detail compared to account transaction detail. The above example seems unusual but we have had it happen a couple times and in one case it actually then stopped credit card collection of the miss-matched invoice.