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  1. JAX Auto reconcile bank rules only

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    10 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.

    Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂

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    Chris Mawson commented  · 

    Hi Guys

    I agree with Bryony on this one...I thought I would try Jax ..maybe instead of the transaction disappering as reconciled..allow a function for review to we can see what Jax is coding transactions to..for example I have a client that upgraded their switchboard which Jax coded to R&M but actually should be coded to he interentity account for their Trust that own the building..I have turned Jax off now for all my clients as many think that a green all reconcilled is cool and that they can go fishing...but in reality I have to do more behind the scenes to review and correct it...