The Client Overview shows high level details of the quality of your clients data for a specific reporting period chosen.
- Accessing Client Overview
- Setting Reporting Periods
- Removing a client from Precision
- Syncing a Client
- Export a Health Report
- Client Configuration Options/Settings
What you need to know:
- The health score on this page may be different to the health score shown on the Client List depending on the reporting period shown on the Overview. The Client List shows the health score for the last complete month. Whereas the Overview you can choose the reporting period you want to review so this is the reason the health score may be different.
Accessing Client Overview
Clicking on a client card from the Client List will take you through to the Client Overview for management of that specific client.
This view highlights a selection of key alerts, metrics, activity stats, and also highlights any issues with the client’s Lock Dates.
Clicking on any of these stats will take you through to the relevant tool or insight in Dext Precision to learn more. When clicking from the overview, Precision opens these views in dashboard mode so you’ll see the information with the same dates and parameters as we use for the Overview.
Setting the Reporting Period
The Overview displays the last complete month by default, but you can set the Overview to represent data for a range of date periods. By clicking on the date range below the title.
OR in Configuration > Overview Configuration you can select a date range that is most suitable for your client.
Unlike the date periods which are rolling, if you set a manual date configuration the overview will not update until the date range is changed again.
Removing a client from Precision
In addition to providing high-level stats about a client, the overview is where you can manage a client, removing it from Precision via the Remove button top right of the Overview page, or un-linking it from your accounting software by clicking on the Link to Xero button.
Unlinking a client means it will remain in Precision, but will no longer sync with your GL to retrieve the latest changes. A client can be re-linked at any point, and syncing will resume.
Syncing a Client
To keep the data up to date this requires syncing with your GL. Syncing happens automatically overnight, but you can also trigger a sync on-demand via the Sync Now buttons located at the top right of the Overview or to the left on the navigation bar.
Export a Health Report
You can export the client overview in both PDF and .XLS format:
- The PDF export contains your team branding (which you can add in the Team Profile ) and additional explanations for each item, which will make it easier for your client to understand. The items are also arranged in priority order.
- The .XLSX format is a really stripped-down version of the overview, which is perfect for linking into your own spreadsheet reports.
Client Configuration Options/General
In the sidebar, clicking on Configuration in the client overview will show the client configuration options:
General: Here you can update the basic client settings in Precision, including the client name, account managers, and what tags are applied to the client.
ClientVisibility: View and edit the current client visibility settings applied to the client.
Overview Configuration: This allows you to adjust the reporting mode of the client, which will adjust the overview dates and the health score accordingly.
Tax and Control Accounts: Throughout Precision, different tools can be customised with key tax and account codes to make the correct calculations for a client. You can edit these all centrally from this area.
Next Steps:
Set up your Tax & Control Accounts to manage your control accounts reconciliations.