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Bank Account Thresholds

The bank account thresholds control the variables for your alerts and determines whether an alert triggers, its priority rating and who it is assigned to.  The alert settings make sure the right information, is served at the right time, to the correct team member.

To ensure your alerts work out of the box they come loaded with Hindsight defaults.  We appreciate every client is unique so you have complete flex over each client but using defaults gives you a good starting point.  You can add your own practice defaults to start from a point that is better aligned with how your practice operates.

Amending defaults when you connect an organisation will make sure from day one you are looking at relevant information per client.  The alerts triggering and the priority of an alert also drive the Heart Rate so it is important to spend some time and get this right.

You can amend the bank account thresholds from within an alert on a one by one basis but we would recommend doing it from the client bank account thresholds so you can address them all at once.  If you do it one by one when an alert triggers it means you may miss something for that client if an alert never triggers.

Clients > select client > Bank Account Thresholds

As well as the alert settings you can also control the bank account thresholds within the client record.  For each client any account recognised as a Bank account in Xero is pulled across so you can set thresholds for the balances either on a % or £ amount.  This will enable you to know when an account goes above or below a certain amount or percentage.  Useful when you have an overdraft or need to sweep a balance on an account.

The same can be done using the Credit Card Thresholds.

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