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.
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Ashley Bravington
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