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Improved Period Close reconciliation alerts

Better support for fixing your client’s reconciliation issues

October 15, 2024

What’s new?

We listened to your feedback, and have improved the Period Close Checklists’ reconciliation alerts. They now:

  • Better reflect how reconciliation works on Xero and QuickBooks
  • Offer more guidance and tips on fixing reconciliation problems

What benefits does it have for your team?

  • Easier to diagnose reconciliation issues for both Xero and QuickBooks clients
    With Xero and QuickBooks specific reconciliation alerts, we’ve taken the guesswork out of figuring out where the problem may lie.
  • Less time wasted figuring out what actions are needed
    Clearer task instruction and reminders help your team stay focused and complete tasks quicker with less hassle.
  • Improve real time data availability for advisory
    Making your bookkeeping jobs easier means data will more likely get processed quickly and promptly.

How does it work?

The reconciliation alerts now guide you step by step in ensuring your client’s bank / credit card account recordkeeping accurately reflects activities in those bank / credit card accounts.

For both Xero and QuickBooks clients, the Period Close Checklists’ Bank Reconciliation section now show platform specific alerts and guidance for:

  1. Unreconciled bank feed data
  2. Unreconciled Xero Account / QuickBooks Register transactions
  3. Reconciling calculated balances with actual bank statement balances

We’re not done improving…

Our team is still working hard to help you improve your Period Close efficiency.

Watch out for more Period Close support and automations to come!

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