Feedback
Otto doesn’t know your clients as well as you do (and he’s naturally very cautious) so it’s likely he won’t be confident enough to reconcile all the transactions he could, particularly at the start of his time with you.
Our top priority is to avoid Otto making incorrect reconciliations so, by default, we require him to be very confident before making a reconciliation. Nonetheless, he may still incorrectly reconcile something once in a while.
Feedback is how you can help him work out what he should and should not reconcile.
What happens when you give feedback
The feedback will always be used to make Otto more accurate in future but some other things can happen depending on the action he took and the type of feedback you give.
Otto reconciled; you agree it’s a match
Perfect, just what we’re aiming for! Nothing extra happens in this case. We’ll let Otto know he was correct when he is next retrained.
Otto reconciled but it was not correct
Sorry. We do what we can to avoid this but Otto isn’t infallible. Here’s what happens next:
- Tell Otto he made a mistake by clicking the “This is not a match” button in the portal
- This will make sure he doesn’t try to reconcile the same transaction again
- You’ll need to undo the mistake he made in Xero.
We don’t want to make the situation worse so Otto now won’t touch that bank statement transaction, even if another bill or invoice becomes available in future. You will need to reconcile the match yourself in Xero.
Otto skipped but he should have reconciled
There will always be a few tricky matches that Otto might get tripped up by but your feedback will help him improve over time.
Let Otto know that he should have reconciled the bank transaction and the bill or invoice by clicking the “This is a match” button.
This does two things:
- Otto will see that you said he should have reconciled this transaction the next time he reconciles that client and will perform a GuidedMatch
- The feedback will be used to improve Otto’s decisions when he is next retrained