XBert logo
XBert
Create
Roadmap
Feedback
Alerts
5
Changelog

    Boards

  • Features

  • Alerts

  • Analytics

Powered by Canny

Alerts

Superannuation expense and payable account errors
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?
0
·
New
XBert - notification if Auto Super Batch not authorised prior to due date
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.
2
·
New
Attachment uploaded onto the wrong client
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.
0
·
New
Powered by Canny