Alerts

constantly see issues with accounts clients or our team setup

Alert when client has reached the threshold and needs to start paying payroll tax

Notify if an employee's leave balances has gone into negative.

Changes to these can be an indicator of fraud.

Can we look to get an alert that flags if an auto super batch is not approved prior to the reporting due date. Saves us having to go back into individual client files to check.

Analytic to confirm if there is no client in XBert, where there is a Client + Job (not cancelled or completed job state) in XPM Will ensure all clients are in XBert

Add Google Calendar Integration

In the event that a large payment was repeated annually, an alert should appear to ensure the cost had been spread across the year via journal entry.  So in this scenario the payment should be posted to prepayments and a journal entry for roughly 1/12th of the figure (without tax) should be in place.

I was wondering if there is any xBerts that can review if you are working out of scope? Is there a way to data enter terms of your contract, and Xbert will advise you if you are outside these terms? This could be based on core metrics such as: hours per month agreed in contract Services, I.E no payroll up to 100/200/500 reconciliation transactions. Up to 10 / 50 /100 bills per month Employee payroll up to 5 / 10/ 30 / 50. If Xbert can report to you based on client engagement and required time, you can ensure that you are billing correctly and be alerted if you are going out of scope from the terms of engagement.