The 'Unreconciled' quick filter highlights clients who have transactions awaiting review. Use it during month-end close to quickly identify which clients need your attention.
Unreconciled quick filter on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Unreconciled' quick filter chip below the type tabs.
- The client list instantly filters to show only clients with unreconciled transactions.
- Click on a client to open their accounting workspace and review the pending transactions.
- Categorize and reconcile the transactions as needed.
- Return to the Firm Portal — the filter will update once all transactions for that client are resolved.
💡 Good to Know: The Unreconciled filter is especially important at month-end to ensure all clients' books are up to date.
💡 Good to Know: A client remains in the Unreconciled list until all uncategorized or pending transactions in their workspace are cleared.
Related Articles
Was this article helpful?
Your feedback helps us improve our documentation.