Help
Oversight Getting Started
Setting up Oversight is quick and simple using the instructions below: Go to https://oversight.finlert.com/ Create a user account and log in If you are alrea...
Using the OverSight dashboard
Once your Xero files are connected you are presented with the dashboard. The dashboard has two views, you can toggle between ‘Overview’ and ‘Analysis’ by cli...
Connecting Xero files
When you first connect to OverSight you will be prompted to connect your first Xero file, simply follow the steps. Subsequently you can connect as many as yo...
Tags & how to set them up
Tags exist so you can apply your own unique grouping to the files you connect. These are completely free form so they can work the way you work. Examples we ...
Thresholds
To allow users to quickly identify where a metric may be a good, bad or watch state, thresholds can be created. When a specific metric goes beyond a particul...
Inviting team members to your OverSight account
To invite team members into your OverSight account, go to the main menu in the top right below your name and select ‘User Settings’ From there click on the ‘...
Oversight FAQ
What will Oversight retrieve from my Xero account? When you connect a Xero Organisation you are approving Oversight to access (VIEW ONLY): Reports Attachment...
Privacy Policy (Oversight)
Last updated: 1 August 2024 Introduction This Privacy Policy has been adopted by Finlert Enterprises Pty Ltd, together with its representatives, consultants,...
Terms & Conditions (Oversight)
Version: 2.0 Last updated: 1st August 2024 These Terms govern access to and use of the Site and the Services provided by Finlert. Please read these Terms car...