Alerts

Alert when a bank statement record, (which has a reference of X, and has been previously reconciled as a bank transfer N times), is now reconciled to something other than a bank transfer.

This would be great when clients add to the COA without understanding the implications.

constantly see issues with accounts clients or our team setup

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

Recently I determined that a client had incorrectly categorised a superannuation payable transaction to the super expense account approximately 9 months ago. This caused issues where the super payable account was showing a higher payable balance than what it should have due to the payment not being reconciled to reduce their payable account. Instead the payment was categorised to reduce the expense account .. Can XBert pick up this type of transaction?

Identifies a bank account where there was previously an active and regular feed, however feed appears to have stopped (not disconnected)

Can we audit to see if payroll amount and amount paid via bank don't match?

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.

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