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  1. Bank Rules - Set Reference to Custom Text

    41 votes

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    25 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.

    We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.

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    Simeon Smith commented  · 

    This would also save my team a lot of time. We could set the reference to be an external identifier for each bank rule, and reduce the chance of the transaction being miss-allocated later down the line.

    Simeon Smith supported this idea  · 

  2. JAX Auto reconcile bank rules only

    29 votes

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