Dedicated Reconcile Button
Accessing Reconcile is always two clicks away. A dedicated reconcile button on the menubar with option to choose account would be make an improved UI and UX
Darian Byrne
shared this idea
Thanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
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Mike Brearton
commented
Reconciling almost always involves looking at Bills/Invoices. So why isn't there an option available in Bills/Invoices to get back to reconciling?
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Darian Byrne
commented
I often find myself in other parts of the UI when working through reconciliation. I'm not always on dashboard to begin reconciling. the thought was to add a set of handy tools to the menu bar for quick actions. Just like there is a + icon to Create New there could be a default or customisable set of quick actions that could be added here. Similar to how other apps like Microsoft Outlook have a customisable toolbar of quick action tools. No need to navigate through the UI.
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Joshua Ganino
commented
When completing bookkeeping for a client, if you were to go out of the reconciliation tab you have to go back to the dashboard to get back into. I think that if there was a 'reconcile' link in the 'business' tab if would make us more efficient.