Hi Feebie,
I’m sorry to hear about your experience with Smart Reconciliation, especially when you’re trying to get your month-end work done.
From what you’ve described, it definitely needs to be looked into by our support team directly, as they’ll need to review the affected file and the bank transactions with you.
You can reach out by creating a ticket in My Account or connecting with our live chat team through MOCA, our virtual assistant. If you already have an open support case, you can send us the case number and we'll check on the status of it for you.
Regards,
Genreve
Just so you know and can tag this to whatever fix-it team needs to know - Yes there is now a way to use the "old way" thank goodness - HOWEVER AI still wants to use “history” to allocate and is inaccurate - if the previous entry was split over two or more accounts, AI uses history to put it to just the first account - anything marked as history AI STILL needs to be checked - and if there are two entries a day over the course of a month - then this TAKES TOO MUCH TIME to check & unallocate. Please FIX. Thank you.
