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Missing Paperwork?

custom_extract.pngPractice Platform now provides you with visibility on which items in your client's Xero account don't have documents attached.

This feature, gives you an overview of what percentage of all items in your client’s Xero account were cash-coded and reconciled without a bill or receipt being present.

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The number of items with attachments will be displayed as a percentage of the total number receipts, invoices, bank transactions in that client’s Xero account.

You will then be able to download a list of the missing items to send to your client for them to locate.

We hope that this feature will help to streamline the retrieval of paperwork crucial to your bookkeeping activities such as annual tax returns. #effortlessbookkeeping

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