XPH - Show unreconciled bank items and open job task counts on the Overview homepage
On the Partner Hub, it would be nice to see a number of uncompleted tasks or the number of transactions that need to be reconciled. This would prevent us from having to open each client to see what still needs to be completed.
Landon Brockman
shared this idea
Hi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.
We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.
As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.
This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.
