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My Xero - Visual indicator of reconciled client files

We have an issue with our Xero clients where we ask them to reconcile their accounts and let us know once completed so we can process their BAS.

The problem is that they never let us know so we have to go in to each client and see if they have reconciled up to the end of the prior period. This is very time consuming.

Is there a way that on the My Xero screen, there can be a column with some kind of indicator when a month or period has been completed?

This could be a quick visual guide when looking at a list of 20+ clients to know which ones can be processed. This would be similar to what MYOB Essentials does on their dashboard

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Emma Hoos shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, as of today we've launched client insights for Partners which is available within Xero HQ and Xero Practice Manager. This screen gives you a view of all your clients and key indicators to help you analyse and compare how your clients are doing, in one place. As part of this you can see the number of unreconciled transactions a client has - their value and date, and judge whether the unreconciled transactions are likely to make a material difference to what you see on the insights dashboard. See more on this feature in our blog. 🙂

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  • Paul Howlett commented  ·   ·  Report

    Even just a column '# unreconciled entries' with a number would be better than what we currently have - which is nothing.

  • Jeannie Louise Clayton-Green commented  ·   ·  Report

    Hi I think it is because the reconcile is too slow between the bank and Xero. I couldn't reconcile immediately and didn't get back to it.It would be good to have it happen faster - too busy lives.

  • Lisa Kinser commented  ·   ·  Report

    I would love this as well! Reconciling to bank statements is so important and absolutely necessary! And with Xero, it only "appears" that the account is reconciled if all transactions are categorized. But we accountants know better!

    I hate to say that QuickBooks has a better bank reconciliation process than Xero, but not enough for me to want to use QBO.