Client Data Inconsistencies
Provides a client list with inconsistencies found in Xero Practice Manager (XPM) such as missing fields and duplicate client names.
Report View Options:
Firm View: Firm-wide client data inconsistencies
Columns:
Client Name
Client URL
Inconsistencies
Threshold meaning:
This Report will provide a recurring setup to receive Client Data Inconsistencies updates at a specific time interval or period.
Open Job Data Inconsistencies
Provides a job list with inconsistencies in active job records in Xero Practice Manager (XPM) such as missing fields.
Report View Options:
Firm View: Firm-wide open job data inconsistencies
Columns:
Job ID
Job Name
Client Name
Job Category
Job Manager
Job Partner
Job State
Job URL
Inconsistencies
Threshold meaning:
This Report will provide a recurring setup to receive Open Job Data Inconsistencies updates at a specific time interval or period.
XPM vs ATO Data Inconsistencies
Provides a report that identifies mismatches between Xero Practice Manager (XPM) data and ATO portal information
Report View Options:
Firm View: Firm-wide XPM vs ATO data inconsistencies
Columns:
ATO Client Name
ATO Status
Threshold meaning:
This Report will provide a recurring setup to receive XPM vs ATO Data Inconsistencies updates at a specific time interval or period.