This report provides the count of contacts, accounts, invoices, bills, employees and several other high-level metrics for each client.
This report contains 2 pages.
Client Summary Metrics
Users (Audit Clients Only)
The first page is an overview of your client summary metrics for all of your clients. Here you can see: (in order)
Client
Last sync for the client file
Platform (Xero, MYOB, QuickBooks)
Currency
Number of contacts (customers and suppliers)
Number of accounts (chart of accounts)
Number of bank accounts
Number of invoices
Average collection days
Number of bills
Average payment days
Active payroll employees
Payroll employees
Number of fixed assets (buildings, computer equipment, software etc.)
From-To (date range)
The second page is a full list of CONNECT Portal users and their roles in the audit client files as well as the total amount of assigned roles (e.g. Partners = 13), users assigned to the roles and how many client files they're assigned to in that role.
