Reconcile Period - Show end date of last reconciled period on Homepage
When an account is reconciled and the report is created for the period, it would be nice if there was a little summary alert for the end date of the most recent report on the dashboard tile (i.e. reconciled up to and including 28 Feb 2025). This would help to make VERY clear immediately which accounts are reconciled to which date and help to plan which accounts need work or need a report and which are done for the reporting period you are working on.
Cally Lasch
shared this idea
Hi everyone, thanks for your support in this idea, We appreciate the need in having more visibility of the last reconciled period of a a bank account at a quick glance.
We're keeping a close eye on the needs around Reconcile period and are tracking demand in this type of reporting closely. We'll be sure to share if there are any updates with you here.
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Karen Lovegrove
commented
Maybe the last reconciled date could be incorporated on the Bank Accounts page where all accounts are listed. Sometimes the Home Page only shows the currently or most frequently used bank accounts and can get crowded with other widgets.
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Dandi Holec
commented
Agree! This type of report would be really helpful especially for clients that have 10+ bank accounts. A quick view of the last reconcile period date for each account to make sure nothing was missed.
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Zorelda Britz
commented
This would help a lot. We have 43 bank accounts, and I have to sign each off and compare to what is on the system.
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C. Basira Kroll
commented
Please add the ability to see last reconciled period for each account on the home screen
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Maria Stephens
commented
Provide a report which shows all bank accounts listed alongside the latest reconciled month for each bank account to provide a quick overview of which bank accounts have not been reconciled.
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C. Basira Kroll
commented
This would hugely improve the month end close process as currently every bank account must be looked at individually taking several clicks to get there! This would save minimum 15 minutes every month on most clients.
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Jennifer Kustra
commented
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.