Hindsight

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Hindsight

Hindsight

@getHindsight

Start the day with a clear, up to date overview of the most critical client issues, risks and opportunities. Continuous monitoring for your @Xero client base.

Everywhere (made in the UK) Katılım Mart 2014
404 Takip Edilen233 Takipçiler
Hindsight
Hindsight@getHindsight·
Today we launched the inconsistent VAT alert where we will notify you when (not if) you have used different VAT rates on the same contact in Xero. This might be correct but the high likelihood is a mistake leading to incorrect VAT being claimed.
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Hindsight
Hindsight@getHindsight·
That's now over 1 million issues, threats and risks flagged for accountants and bookkeepers while they sleep. Clients have never felt so safe.
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Hindsight
Hindsight@getHindsight·
How to reconnect an org with Xero to ensure we sync daily and create alerts based on up-to-date client data. Hindsight Reconnect Organisation youtu.be/d-8RgMOZmj4
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Hindsight retweetledi
FreeAgent
FreeAgent@freeagent·
Accountants & bookkeepers 👋 Join our guest panel, including Glen Foster (Managing Director of @libeo_uk), Jon Jenkins (CEO & Founder of @getHindsight) & Jo Wood FICB PM Dip (Director of @6fbookkeeper), to discuss how to scale your practice for MTD ➡️ bit.ly/3I3k9Qc
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Hindsight
Hindsight@getHindsight·
#Xerocon London 2022 we are ready and waiting. Hindsight is a wonderful thing.................
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Hindsight
Hindsight@getHindsight·
@StarlingBank as a business can I upload a file to create a bulk payment file rather than having to do them individually/manually? This is time consuming and everything else you do is so slick.
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 16 Asset Balance Hindsight will check account codes in Xero that are an asset in the chart of accounts to identify if the balance is a credit. Hindsight will flag it as an alert for you to check for mispostings. buff.ly/3CiAbTv
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 15 Open Sales Credit An open credit note in isolation does not present a particular problem but lots of them could indicate a problem customer account, a potential cash flow problem or an issue in the invoicing. buff.ly/3sKzYW4
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 14 Supplier Bills Due The suppliers bills due alert allows you to track bills already overdue and those becoming due. This gives you an opportunity to make sure clients are on top of their accounts payable. buff.ly/3Kr2qT7
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 13 Last Bank Rec Hindsight displays the number of unreconciled items per bank account in Xero along with the trigger threshold. Use this information to get your internal team up to date or to notify clients. buff.ly/35D75Cp
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 12 Unapproved Sales Invoices Hindsight checks daily for unapproved invoices based on the parameters you set. This is the number of days since the item was last edited. Make sure VAT, cash & reports are right. buff.ly/3tBJl9V
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 11 Invoice Last Raised Whether clients raise invoices daily, weekly, monthly or quarterly, whatever their normal cycle Hindsight will keep an eye on it. If invoices are not raised we will alert you. buff.ly/3pJ2upb
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 10 Future Dated Transactions Putting the wrong date on a transaction is easily done. But it can present many issues for your management information, VAT, and payment runs. Hindsight will find errors daily. buff.ly/3vCV4HU
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 9 Unapproved Bills Hindsight will display an alert when you have bills not approved for a number of days. We only show bills after a set number of days since that bill was last edited allowing a tolerance. buff.ly/3hIBX6V
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Hindsight
Hindsight@getHindsight·
#Xero Spring Clean with Hindsight Alert 8 Unreconciled Bank Transactions The unreconciled bank account transactions triggers each week day based on the the threshold you have set for each bank account. You can amend the thresholds for each account. buff.ly/3CkrND1
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