Home page ticks bank as reconciled, but with transactions not reconciled
Don't show "Reconciled" for the bank account if there are still transactions to reconcile.
This is happening where the balances match. But with some clients, the balances match every day because the bank does a sweep to restore the current account to e.g. £250, placing the rest on deposit. So the green tick and the word "Reconciled" are misleading – and look stupid next to a button telling us how many transactions there are to reconcile.
Neville Reid
shared this idea
Sorry to hear the troubles you're running into here, Neville. It's best looked into with a closer lens as this information heavily relies on the information within the bank accounts (statements and transactions). Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
