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  1. JAX Auto reconcile bank rules only

    22 votes

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    9 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.

    We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂

    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!