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Pushed the wrong button in the payment portal and somehow saved our team 2 hours a week
I accidentally clicked 'batch upload' instead of 'manual entry' on our bank reconciliation tool last Monday and realized we could process all our daily checks in one go, so now I'm wondering if there's a way to automate the whole thing without breaking anything.
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william_harris5d ago
... and now you're probably going to accidentally break the whole system next time you try it on purpose, right? That's how these things always go. You stumble into a miracle fix by pure mistake, then spend the next three weeks trying to replicate it and end up locking yourself out of the portal somehow. I'd say just leave it alone and pretend you meant to do it that way from the start. But if you really want to automate it, just be ready for the day you push one wrong button and suddenly all your checks go to the wrong account or something. Classic IT logic: the fix that works by accident is usually the one you can't recreate on purpose.
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ellis.faith5d ago
RIGHT? Did that exact thing last month with our invoicing system.
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wyatt_mitchell265d ago
Yeah "stumble into a miracle fix by pure mistake" is pretty much how most useful automation has happened in my experience. If you're on QuickBooks or something similar, try setting up a recurring batch rule that matches what you accidentally did - just test it with one small transaction first before you go all-in. @william_harris is right that you can screw things up bad if you rush it, but once you lock in the settings and test it a few times, it'll hold steady. Just make sure you got a manual override ready in case the batch upload grabs the wrong date range or something.
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