Reconcile Period - Note Date of Accounts Dashboard Tile
When an account is reconciled and the report is created for the period, it would be nice if there was a little summary alert for the end date of the most recent report on the dashboard tile (i.e. reconciled up to and including 28 Feb 2025). This would help to make VERY clear immediately which accounts are reconciled to which date and help to plan which accounts need work or need a report and which are done for the reporting period you are working on.
Cally Lasch
shared this idea
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nishimoto sonkirven
commented
That’s a really valuable suggestion — having a summary alert on the dashboard tile that shows the exact end date of the most recent reconciliation (e.g., “Reconciled up to and including 28 Feb 2025”) would make it much clearer which accounts are fully updated and which still require attention. This small but effective enhancement would save time, reduce confusion, and allow users to prioritize accounts more efficiently, similar to how a well-organized service, like Flower Shop Dubai https://sensationflowers.ae/by-locations/flower-shop-dubai/ , ensures customers immediately see availability and options at a glance.