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  1. JAX Auto reconciliation - The description and/or reference doesnt pull through to the transaction when auto reconciled

    20 votes

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    2 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

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    Victor Mandishaya commented  · 

    We make use of the Find and recode feature quite often. This needs a reference for cash coded transactions. Thus, it would help immensely if JAX could retain the reference line for transactions when auto-reconciling the bank statement.

    Victor Mandishaya supported this idea  · 

  2. Auto Bank Rec - Show Invoice Numbers in Auto Reconcile

    9 votes

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

    Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.

    Victor Mandishaya supported this idea  ·