Home page 'reconciles to do' now don't auto refresh?
I have noticed now that the current status of bank accounts (name change, transactions to reconcile - being the major one) is not automatically updated upon page refresh. If a colleague has done reconciliations - they all still appear as outstanding on my home page.... So it looks like there is still work to do here - I was very confused, and then realised I had the press the circle with arrows button to make this data correct from a sync. This would get frustrating very quickly as we have many bank accounts and 3 of us able to reconcile - we didn't use to have to press a button on every account to see the current state of play! It used to just show most updated version when you went back to the home page or refreshed the page.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Anita | Botham's of Whitby
commented
I see there was a similar post that has been closed 'Homepage - Automatically update the Widgets' - however my post here is specifically about Bank Accounts.
I understand why the data widgets post may not be in the pipeline - but Bank Account data surely should be auto-updated, otherwise the new Dashboard is a backwards move compared to the old one?
Xero is all about the most up to date data at your fingertips, but now, I am seeing 'yesterdays' reconcile status (as in how many transactions left to reconcile as of yesterday) when I log in to the app today?! I don't want to have to click the circle-arrow button and 8 different banks account every time I access the Dashboard (which could be many times a day), just to see where my Accounts Teams currently are with our reconciliation. Live data was available previously?