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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.

Support Centre

When working in Hindsight there may be occasions when you need assistance. Click on the lifebuoy icon to reveal the…

Client User Roles

Not to be confused with a Practice Role the Client User Roles control how Dashboards and Reporting Metrics work across…

Insights Overview

Insights are snippets of information that you may find hard to discover or would take considerable human input to calculate. …

Heart Rate Overview

The quality of a clients underlying accounting records is the bedrock of any good work you will complete for them. …

Client Overview

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

Dashboard Overview

When you login to Hindsight you will be taken to the dashboard.  Until you connect a Xero organisation your dashboard…

Alerts Overview

Alerts are the most important part of the system.  An Alert is when something has fallen outside of the given…

Alert management

Hindsight checks in with your Xero organisation everyday.  If your alert parameters are not met that will trigger an alert. …

Xero Integration

We’ve built the Xero integration to be easy and quick.  A lot of thought has gone into how we can…

Add Organisation

**If you have previously disconnected an organisation and want to re-connect it DO NOT follow this process.  You must re-connect…