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Xero Business Community

Xero Business Community

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Community > Tell us how we're doing >

Auto matching in bank feed

Started by Black Label Events -   in Tell us how we're doing

So I've recently transferred over to xero and have uploaded 2 Bank accounts. The first account had over 1000 items to reconcile which has been a slow process. The other account is a new account which is going to be used full time in the future once the other account has been fully reconciled.

The issue I'm facing is all new feeds are automatically trying to match to the wrong payment and also wrong account.

Is there a way to turn off the auto matching as this is extremely frustrating.
Sure can, Daniel. Just scroll down to the bottom of your Reconcile tab and untick the "Suggest previous entries" option.

Just a note that the suggestions are made by comparing the amount, the closest due date, and the contact name. If these are all in tact and the matches still aren't quite hitting the mark, then do feel free to come into support with an invite into the org and examples of the transactions & statement lines in question so that the team can look into what's happening. :)

Kavi S (Community Manager)