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Unreconciled Bank Transactions

The unreconciled bank transactions alert does exactly what it says on the tin and displays any unreconciled items from Xero for each client split into each bank account.

The alert will tell you how many items need reconciling and also calculates how many days old the oldest item is on this account.  You can grab a screenshot of the offending items to email to the client if they complete their own bank reconciliation.  If you complete bookkeeping for your client you can these alerts as a guide as to where you should be spending your time without the need to login to each Xero account to see who needs work completing.

Once the bank has been reconciled you can come back into Hindsight and press the complete button to notify Hindsight that the bank has been reconciled.

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