Client drill-through
Down the left hand side is a list of names for each file. To the right of that are a range of different metrics.
If you click on any of the company names you will be provided with a pop up that shows you all the metrics associated with that client on the current view
There are also several other functions that exist within this screen
This will take you directly to the corresponding Xero file for that company. | |
Here you can pick from a list of OverSight users and assign one of them to the company. | |
Any tag created can be added to a company by using the dropdown. Press save when complete. | |
Each company can have its own set of thresholds applied so you can quickly identify anomalies within an account. |