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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.

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…

Bank Account Thresholds

The bank account thresholds control the variables for your alerts and determines whether an alert triggers, its priority rating and…

Alert Settings

The alert settings control the variables for your alerts and determines whether an alert triggers, its priority rating and who…

Client Overview

The clients tab shows you a list of all your connected clients, represented by a tick or a cross.  A…

Edit Organisation

You want to do what?  We’ve setup Hindsight to pull across the most relevant pieces of data from Xero.  As…

Disconnect organisation

There may be occasion that you feel the need to disconnect an organisation.  Disconnecting an organisation removes the link between…