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Why do I have an error on my client's 'Unreconciled Items' metric?

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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:"

Or:

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.

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