Skip to content
← Xero Partner Hub

How could we improve Xero Partner Hub?

Xero Partner Hub: Partner Hub Homepage

Categories

(thinking…)

Practice tools - Ability to view clients with unreconciled accounts and discuss tab comments

Please reinstate items to be reconciled in My Xero for users with multiple accounts (companies).

The old format alerted users to new bank transactions and allowed users to see at a glance in My Xero which companies have items to be reconciled.

The new format doesn't which means users have to open every company to see if there has been activity. This is very inefficient and takes far too much time.

7 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Justine Taylor shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  System responded  · 

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. 🙂

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Carol Dufour commented  ·   ·  Report

    Xero Home - show the number of unreconciled transactions against each client including where the 'discus' tab has been used.

  • Bruce Rose commented  ·   ·  Report

    Items to be reconciled plus the number of Comments against each Account in My Xero.

    Whilst I know that this is now available to us in Insights Xero HQ [Items to be reconciled], I find it too time-consuming as it takes time to update, even after deleting all the unnecessary columns.
    It was far easier and quicker to see the number of Items to be reconciled AND discussion notes from My Xero. Have had various feedback from clients who say the same. From their POV, they have to go into each account to see this info and action.

    Can we not just have this info available within the My Xero Page?

  • Jamie Yates commented  ·   ·  Report

    Since the recent update to the My Xero dashboard, bookkeepers and accountants no longer have a way to see at a glance which client organisations have unreconciled bank transactions.

    Previously, My Xero provided a quick, cross-client signal that highlighted when an organisation needed attention. This was an essential control feature for practices managing multiple clients.

    Now, to identify unreconciled items, users must:

    Open each organisation individually

    Navigate to Accounting → Bank accounts

    Manually check reconciliation status

    This significantly increases time spent on routine checks and increases the risk of missed unreconciled transactions.

  • Timothy Gunn commented  ·   ·  Report

    Have they actually removed this feature or is it just broken?

    Couldn't agree more though, wasting a huge amount of time because of this.