Alerts

Create an alert if team member has a shortfall in the weekly capacity

Analytic to confirm if there is no client in XBert, where there is a Client + Job (not cancelled or completed job state) in XPM Will ensure all clients are in XBert

Recently I determined that a client had incorrectly categorised a superannuation payable transaction to the super expense account approximately 9 months ago. This caused issues where the super payable account was showing a higher payable balance than what it should have due to the payment not being reconciled to reduce their payable account. Instead the payment was categorised to reduce the expense account .. Can XBert pick up this type of transaction?

Can we look to get an alert that flags if an auto super batch is not approved prior to the reporting due date. Saves us having to go back into individual client files to check.

Flags any clients that are in XB, and who have an active job in XPM, where they are not attached to any automation schedule

Using our NLP (AI) , determine the address from an attachment for a contact. Combined with the ABN and address, will help reduce the time for TPAR and increase the quality of the operational data.

Determine If an attachment with an ABN does not match the current client but one of the client's ABN within the practice. This protects the wrong invoice from being loaded onto the wrong client.

Detect when the Chart of accounts has been adjusted that is not aligned with the normal setup of the accounts. In particular, detect when an import occurs, that has caused the COA to be incorrect.