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  1. JAX | Auto reconcile - Ability to set parameters

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    11 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.

    Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.

    I will share another update as this comes to life and keep you updated of it's release here. 🙂

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    Christopher Wilson commented  · 

    It’s working great at matching payments to invoices for me but rarely do my invoices have the same total which helps. I would like to be able to tell it to auto reconcile only matched bills / receipts rather than the current “I’ll have a go at reconciling everything for you” approach which is actually taking longer to undo to assign details. Almost really good.