Bank reconciliation Widget Upgrade
I'm loving the Bank Reconciliation widget and the ability to create a shortlist of selected clients, but I think it could be even more useful with a few enhancements.
Currently, I have around 20 clients on my selected list, however the widget only displays 9 clients and there appears to be no way to view the remaining selected clients. The View All button takes me to Client Insights for all clients, and I haven't found a way to view only the rest of my selected clients, which makes it difficult to get value from selecting more than 9.
It would be great if Xero could allow scrolling or pagination within the widget so all selected clients can be viewed.
This would be particularly valuable for bookkeeping and BAS workflows, as being able to see the oldest unreconciled transaction for all selected clients at a glance would be a significant time saver, rather than having to open each individual client file to check whether coding has been completed.
Amy Reynolds
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