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  1. JAX Auto reconcile bank rules only

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    14 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly Munro (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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    Gillian Kirkman commented  · 

    Agreed on this. I tried it and it would auto reconcile a client payment against the wrong client. Same as the current system where it "suggests" anyone who owes the same amount. If you have a heap of xero subs where the amounts are all the same, then thats a lot of potential for errors.

    Gillian Kirkman supported this idea  · 
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