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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Dinusha Mayadunne
commented
Its really helpful to have a separate column in the Client list to show the "Unreconciled Lines" and then we can sort the client list to the "Unreconciled Lines".
Then we can give an attention on the client with larger unreconciled lines.
Its very difficult to go through all the list everyday to find the clients having number of unreconciled lines, this may lead to miss/ avoid some of the clients with more unreconciled lines.
Thank you! -
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.