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  1. JAX | Auto reconcile - Ability to set parameters

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    15 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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    Stu Spencer commented  · 

    Identify key references such as client code, invoice reference and client name when matching to invoices. Clearly the focus is currently on amount only and we are continually undoing clear mis-matches. If a receipt comes from a client names as a customer, it should never be auto-reconciled to another customer name. Especially where they include the client code or invoice within the reference.
    This should be an easy fix initially to remove the first issue while improving the process for the references noted.

    Stu Spencer supported this idea  ·