Alerts

constantly see issues with accounts clients or our team setup

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

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

Alert when a bank statement record, (which has a reference of X, and has been previously reconciled as a bank transfer N times), is now reconciled to something other than a bank transfer.

This would be great when clients add to the COA without understanding the implications.

Alert when client has reached the threshold and needs to start paying payroll tax

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?

Identifies a bank account where there was previously an active and regular feed, however feed appears to have stopped (not disconnected)

Can we audit to see if payroll amount and amount paid via bank don't match?