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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 🙂

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    Simeon Smith commented  · 

    I can echo others' experiences. We've tried using JAX to auto reconcile, but it sometimes ignores bank rules and uses its memory instead, or matches an invoice with a totally different date.

    Would be great to be able to specify that JAX should only reconcile bank rules, or just have bank rules auto-reconile.

    Simeon Smith supported this idea  ·