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.
Billing
When connecting an organisation to Hindsight by default it will be added on the ‘free’ plan. This is to avoid…
Hindsight Hierarchy
Unless you are working on your own then it is quite likely there will be some form of hierarchy in…
Help Links and Information Hovers
There’s a lot going on everyday for an accountant and its impossible to remember everything. Trying to remember what each…
Disabled Account
An admin has the ability to disable a users account. You may wish to do this when someone leaves your…
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…
Practice Defaults
No two practices are created equal. You are all unique and beautiful in your own way. Hindsight comes with its…
Reset Password
If you forget your password you are able to reset it from login screen by clicking on the Forgot Password?…
Reconnect organisation
Should you wish to reconnect an organisation you will need the following steps. Access the client record and at the…