Settings and activity
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2 votes
Hi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!
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7 votes
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Dinusha Mayadunne
commented
Its really helpful to have a separate column in the Client list to show the "Unreconciled Lines" and then we can sort the client list to the "Unreconciled Lines".
Then we can give an attention on the client with larger unreconciled lines.
Its very difficult to go through all the list everyday to find the clients having number of unreconciled lines, this may lead to miss/ avoid some of the clients with more unreconciled lines.
Thank you!Dinusha Mayadunne
supported this idea
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Dear Team,
I suggest having a period selection option available in XPM under client insights. Currently, the Net Profit details are only available for the current month and previous month. However, I need to access Net Profit details for all clients covering the entire current financial year.
Hope you would consider this for future developments.
Thanks
Dinusha