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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.

    Annette Hart supported this idea  · 
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    Annette Hart commented  · 

    Just because Xero thinks it is a good idea, doesn't mean I want it!

    I totally agree, get really p*ssd off at the constant prompts, telling me how I should be running my business.
    I want to be able to turn them off once, & not have these things shoved in my face all the time.

    Auto rec is a good example, here is another- telling me to include payment links on emails.
    If I thought it was a good idea I would be doing it by now!
    Instead am told by my IT guy NEVER EVER to click on links in emails.
    Every time I dismiss this reminder, it keeps coming back.
    Bung