Unreconciled items
Within Books Health, show a clear list of unreconciled transactions and other bookkeeping issues that need attention. From each issue, give the adviser the option to create a request for the client to deal with it directly, for example completing outstanding bank reconciliation, uploading a missing purchase invoice or receipt, explaining an unidentified transaction, or providing supporting documentation.
The client would receive a notification showing exactly what needs attention, ideally with a link taking them directly to the relevant area in Xero. The request could then show a simple status such as Requested, Awaiting client or Completed.
This would turn Books Health from simply identifying bookkeeping problems into a practical workflow for getting those problems resolved with the client.
James Rudd
shared this idea
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