My XERO clients unreconciled totals and comments total be moved back to the dashboard as was before please .
On the MY Xero you were able to see at a glance on this page all the clients and the bank unreconciled totals and with comments totals against each client . Now this unreconciled info has been moved to the insights page but not the comments totals . XERO support have said you need to go to the insights and click in each client to get this info . This is now creating way more work for us , having to go into each client to get the info. Please can this feature be put back to the MY XERO page on under each clients name to save this extra work we are having to do now , I for one are really annoyed about this .
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Carol Dufour
commented
Seeing unreconciled transactions on the Home Screen is a vital part of my routine!
It shows me if a client has raised a 'discus' and then I can address the issue quickly.
Removing the visibilty of unreconciled items from the Xero Home screen is a big step backwards to productivity.
It worked fine - please reinstate it!!! -
Tim Stubbs
commented
There's an app called BAS Ready that helps with this, showing how many unreconciled transactions are left, and what they are. It also shows this for each month, so it's helpful for BAS. It also shows a bunch of other useful info for BAS, including payroll info.