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  1. Bank Reconciliation - Turn off auto-reconcile prompts

    35 votes

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

    Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.

    Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.

    We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.

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    Alison Dark commented  · 

    I also hate this idea. Like a lot of businesses which receive batch card payments this will never be relevant. Likewise the 'get paid online' prompt which is not a fit for many users, including my client.
    There should be a 'Dismiss permanently' or "Read, do not show again' option please. For anyone suggesting I get a larger monitor, I'm doing this on a 27" iMac and still find it intrusive!

    Alison Dark supported this idea  ·