Homepage - Outstanding reconciliations
In the old format, bank accounts used to show how many reconciliations needed doing. Can this prompt please be re-added! It was really useful
Christie van der Beeke
shared this idea
Hi Christie, thanks for sharing your thoughts on seeing outstanding reconciliations right away. It’s definitely useful to know exactly what needs your attention as soon as you log in!
At the moment, the Bank Accounts widget will show “Reconcile X items” if there are any statement lines waiting in that account. Alternatively, the Tasks widget gives a summary of reconciliation items across all your bank accounts. If you want, you can also use “Edit dashboard” at the bottom of the page to move these widgets to the top or hide accounts you don’t check as often.
Because this functionality already exists, I’ve marked this idea as Existing Functionality. For tips on getting your dashboard set up just the way you like it, the Customise your Xero homepage article on Xero Central is a great resource.
