Bank Reconciliation - Indicator of Unreconciled Items in Drop-down Menu
When completing Bank Reconciliations (especially for those customers with 5+ bank accounts) it would be useful to see an indicator of Unreconciled Items in the drop-down list at the top left corner of the screen. This could either be the number of unreconciled items, or simply an asterisk to indicate there are items to be reconciled.
I often use this drop-down to switch between their most-used bank accounts, but if there was something to indicate which accounts still have unreconciled items, this would be immensely helpful and save a lot of time switching back to the main Bank Accounts screen and scrolling down the list of accounts.
Example attached.
Alli Li
shared this idea
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Nicole Newport
commented
When approving bank feed allocations and needing to switch from one bank account to another via the Bank Accounts drop-down, it would be useful to have a count (in red) next to the account name of how many UNRECONCILED transactions there are in that account. If you are dealing with a large number of bank accounts, this would be useful to save you going back to the dashboard to see what bank account to move onto to.
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Megan Black
commented
When clicking in to reconcile bank transactions, you have the option to toggle between bank accounts on the top drop down menu. It would be handy to know which accounts had outstanding transactions for reconciliation, so you dont have to navigate back to the dashboard and into the next account. This is helpful for files that have a large amount of bank accounts hooked up to file.