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  1. Practice tools - Ability to view clients with unreconciled accounts and discuss tab comments

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    5 comments  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Jamie Yates supported this idea  · 
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    Jamie Yates commented  · 

    Since the recent update to the My Xero dashboard, bookkeepers and accountants no longer have a way to see at a glance which client organisations have unreconciled bank transactions.

    Previously, My Xero provided a quick, cross-client signal that highlighted when an organisation needed attention. This was an essential control feature for practices managing multiple clients.

    Now, to identify unreconciled items, users must:

    Open each organisation individually

    Navigate to Accounting → Bank accounts

    Manually check reconciliation status

    This significantly increases time spent on routine checks and increases the risk of missed unreconciled transactions.