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. |
