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  1. Auto reconciliation on match only

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    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.