Making the most of notes and alerts

12/11/2017

By drilling down to our Client Review page, you can view a detailed P&L and Balance Sheet. You can also add notes and alerts that will build into a review diary for each client and remind your partners and staff to complete future review tasks. Over time this facility, to add notes, will ensure that past actions, problems and solutions are fully documented so that changes in staff do not mean their experience and actions are lost.

Xero already facilitates a reminder system within Xero HQ that will alert you to upcoming tasks: for example, VAT returns that need to be filed. Scoop expands this feature so that you can set up an unlimited number of bespoke alerts. These might include: a review of turnover to date in the next quarter as the client is close to the VAT registration limit; a reminder to see if action has been taken to repay a director’s loan account as the nine-month deadline is approaching; in fact, any future action that needs to be reviewed for the benefit of clients can be set up using this feature.


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