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Help Guide

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

Billing

When connecting an organisation to Hindsight by default it will be added on the ‘free’ plan.  This is to avoid

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Clients

Hindsight Grids

A great feature within Hindsight is the flexibility of grids that enable you to slice and dice your data your

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Xero Hotlinks

Workflows are massively important in your day to day work as an accountant or bookkeeper.  Have you ever stopped to

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Supplier Bills Due

The suppliers bills due alert allows you to track bills already overdue and those becoming due.  This gives you an

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Asset balances

If you have an account code in Xero that is an asset in the chart of accounts Hindsight will check

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Credit Notes Raised

There are several ways to correct sales invoices in Xero but perhaps the least effective would be to raised a

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Alerts

Open Sales Credits

An open credit note in isolation on accounts receivable does not present a particular problem but if there are lots

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