Skip to content

Help Guide

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

Year Lock

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

Read More

Period Lock

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

Read More

Bills Over 60 Days

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

Read More

Draft Bills

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

Read More

Open Supplier Credit

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

Read More

Trial Signup

When you signup to Hindsight you will have the option of selecting whether you wish to sign up for a

Read More

Free Signup

When you signup to Hindsight you will have the option of selecting whether you wish to sign up for a

Read More

Last Sync Date

Whether clients are on a free or paid plan we sync with Xero everyday.  This happens in the early hours

Read More

Manual Sync

We get it.  You have done a shed load of work tidying up client records and you want that reflected

Read More

Do You Want To Boost Your Practice?

drop us a line and keep in touch