Homepage | Bank account wdget - Showing reconciled when there are items to reconcile
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
Joanne Butler
shared this idea
Hi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
-
Andrew G
commented
I noted in one of the other topics that the bank account widgets re. reconciliation status is broken. Today I've been able to recreate the issue.
The problem occurs when there's a transfer between two accounts - for example, when you move cash into a savings account, or when you make a payment to the credit card.
In these scenarios, there can be a delay between the bank feeds. Step to reproduce:
1. Make a transfer between two accounts.
2. Reconcile the first account bank feed (before the second account bank feed has arrived) which will create the transfer journal entries between the two accounts in Xero.
3. Wait for the second bank feed to arrive.In this state the first account will correctly show as reconciled, and the second account will show a balance difference. There will be no CTA option to reconcile the second account. This state is correct, and identical to the previous widget behaviour.
4. The second bank feed arrives.
In this state the first account continues to be shown as reconciled. However, the second account also now shows as reconciled - THIS IS INCORRECT and is different to the previous widget behaviour. The CTA option to reconcile is also shown under the account (correct).
I can no longer obtain a comparison image of the old widget behaviour as the ability to switch back has been removed. But the key differences is that the old widget continued to show an unreconciled balance difference - i.e. it did not say the balances are reconciled when the CTA reconciled option was presented.
In summary - the green "reconciled" status on the second account, after creating one side of the transfer inside Xero, is not correct and the account is not reconciled as clearly shown by the CTA to reconcile 1 item.
-
Andrew G
commented
I've also spotted this issue on the new homepage widgets - on the old homepage the widget showed a balance difference and there was a clear CTA button to reconcile transactions.
On the new homepage widget, the green tick and reconciled is shown, which meant it was easy to overlook transactions were waiting for reconciliation.
EDIT: This only seemed to happen on certain types of transactions - specifically in my case when I'd made a credit card payment, and one side of that payment had been transferred, but the bank feed hadn't yet updated. For other transactions, I do get the reconciled button showing on the new homepage widget and no green tick/reconciled status. I suspect this needs better testing of edge cases.