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  1. JAX Auto reconcile bank rules only

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    10 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly M (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 🙂

    Andrew Terry supported this idea  · 
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    Andrew Terry commented  · 

    To add a use case to this - we have a stripe clearing account for a particular service running online orders and have high confidence the transactions can be processed based on some quite simple rules to respective codes for sales/bank-fees and to payout transfers.
    Despite the rules Xero offers alternative matches to invoices not related to this part of the business purely based on the numeric value if one exists.
    Would like a setting per rule or per bank account to always use the rule if it matches.
    This would also help to save the planet without AI burning through energy resources trying to contribute where a very basic text match has it covered. :-)
    Thanks!