XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
Ashley Bravington
shared this idea
Hi Ashley, thanks for bringing this to the community. Having customisable insights could make it easier to monitor specific areas of a client's performance in a glance.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us which accounts or metrics you’d want to see.
