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  1. JAX | Auto reconcile - Ability to set parameters

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    16 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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    Jean-Luc Tostee commented  · 

    Hi, is there any update on this? I find that it matches to the same wrong customers often, is there a way to say "when these letetrs are included in the payment reference" it is for this customer. e.g. "XYZ City Council" payment reference is for Customer "XYZ City Council" and not "ABC City Council" as it seems to pick up on the "City Council" part and the match on that? Thanks.