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
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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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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.