You may have noticed that some of your clients’ ‘Unreconciled Items’ metrics on your Practice Platform dashboard have been flagged with warning icons and the following message:
In these cases, the 'Unreconciled Items' information has been pulled incorrectly due to the Xero access level of the user who originally integrated the accounts.
To correct this message, either:
A.Change the Xero permissions of the user who conducted the integration to allow them to view “All Reports” (see Xero’s help centre for more information):
Then, navigate to the "Maintain Lists" section of your client's Account Settings and click "Reload all lists:"
B.Re-integrate the account with Xero using an account with the correct permissions (e.g. an Advisor). See our help centre page for how to do so.