Xero HQ - Ability to sort clients by "Unreconciled Items"
With the updates happening around Xero HQ, it would be a great time to be able to provide additional search functions on the Practice Client list. At a minimum, being able to sort by "Unreconciled Items" would be very helpful.
Cath Hopson
shared this idea
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Judah Kosky
commented
Have the option column in the clients area to show "Oldest Unreconciled Date"
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Geoff Hudson
commented
Sorting for items by Price , Client, Payee, Customer would be very helpful and save a lot of time in trying to find a specific item when there a lot of unreconciled items to reconcile. Especially when there are a number of items for the same client/customer
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[Deleted User]
commented
We would also like to see a summary if there is a note/s for the unreconciled line items and if we can distinguish which ones have new bank entries to reconcile e.g. an "*". A full detailed view of the "Clients"/"Client Groups" with bank rec unreconciled lines/comments would be great. This would enable us to know which clients need updating. We know we can see unreconciled lines and the number of comments in "MyXero" but we would like to see it in Xero HQ and including via "Client Groups". Thank you.