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Help Guide

Sit back relax grab a coffee and see how Hindsight can transform your practice

Client Record

Each client that is connected to Hindsight has its own client record.  What is displayed in that client record depends

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Invoices Over 60 Days

Hindsight will check the aged receivables each day for your clients and let you know of any older invoices.  Those

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Open Customer Credit

The open customer credit alert notifies you if there are any unallocated customer credit notes on a clients accounts receivable.

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Draft Invoices

It is important to check that all sales invoices have been posted into the ledgers in Xero.  If you have

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Year Lock

A simple yet effective check.  It is best practice to keep your year lock dates in Xero up to date. 

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Period Lock

A simple yet effective check.  It is best practice to keep your period lock dates in Xero up to date. 

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Bills Over 60 Days

Hindsight will check the aged payables each day for your clients and let you know of any older bills.  Those

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