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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Lisa Kinser commented
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.
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Shelley Bahr commented
Will save a lot of time