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  1. Auto reconciliation - Reconcile only when all fields match

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!

    Annabel Lewis supported this idea  · 
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    Annabel Lewis commented  · 

    Yes please. The AI auto reconciliation is great, but we need to be able to choose how far we want it to go. eg - auto reconcile invoices which are clearly fully paid or bills that approved etc. But it mustn't reconcile a transaction without a bill or invoice without a rule. The bill documentation must be loaded and check before it is reconciled - if the bank transaction is auto reconciled with an auto created transaction then there is no control. i have had to turn the whole thing off because it was creating transactions from memory or predictions.