Support Articles
Below you will find a list of our support articles to help you use Hindsight.
If there is a particular area of the system you are interested in click the category title links below to see articles relating to that category or click the article title to read that article.
Last Sync Date
Whether clients are on a free or paid plan we sync with Xero everyday. This happens in the early hours…
Manual Sync
We get it. You have done a shed load of work tidying up client records and you want that reflected…
Hindsight Grids
A great feature within Hindsight is the flexibility of grids that enable you to slice and dice your data your…
Client Overview
The Client Overview gives a snapshot of the clients record in Hindsight. The example above is for those clients on…
Client User Roles
Not to be confused with a Practice Role the Client User Roles control how Dashboards and Reporting Metrics work across…
Bookkeeping Status
The action you will take with a client is largely determined by whether they are a bookkeeping client or not. …
Practice Defaults
No two practices are created equal. You are all unique and beautiful in your own way. Hindsight comes with its…
Alert Settings
The alert settings control the variables for your alerts and determines whether an alert triggers, its priority rating and who…
Portfolio Overview
The clients tab shows you a list of all your connected clients, represented by a tick or a cross. A…