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  1. provide a report showing who reconciled transactions to make it easy to review "helpful" clients reconciliations

    A report identifying transactions reconciled per user to assist with those "helpful" clients who love to reconcile ( when they shouldn't be )

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sara, just to check are you saying you'd like a widget in the practice side to view who last reconciled a client organisation?

    Totally get needing to check in on who may have performed a reconciliation - Atm, within a clients org you'll be able to run the History & notes. Once run, you can do a quick search for 'Reconciled' which will show all recent reconciliations from users.

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