Recalculating Precision Data

The process of recalculating the data in Precision needs to happen when any changes take place in Xero or QBO if required before the next sync or when a date range is changed in the checks or reports. Recalculating is required in order to update the data for that period to display the updated information.

When to recalculate depends on where you are in the product and the situation which requires updating the data.

Areas in Precision that offer the option to ‘recalculate’:


What you need to know:

  • Ensure that your clients are still ‘linked’ which enables the ability to sync to Xero/QBO so the recalculation process can happen accurately.

If you try to recalculate an unlinked client we will display a banner at the top of that page to request that you link client first or the recalculation can’t be performed. As shown below.


Workflow Templates (In Progress)

Let’s take a look at how the recalculation process happens for Workflows in progress.

Once a workflow has been ‘started’ and as you work through the tasks you may need to go to Xero/QBO to make the relevant updates. Once you make these changes in Xero/QBO these will need to be updated in Precision. The next time you open that workflow in Precision a message will pop up asking if you want to recalculate to update the workflow for these changes.

Follow the steps in the screen below to demonstrate how this will work.

6 STEPS

1. The first step is to go to Team Home

Step 1 image

2. Click Focus

Step 2 image

3. Click Flow List

Step 3 image

4. Click to open your workflow

Step 4 image

5. You have a choice either click Recalculate Now to update the flow to show the changes or Cancel to return to the flow as it is.

Step 5 image

6. The flow will start the recalculation if that was selected and update the data.

Step 6 image

Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2182263/Recalculating-Precision-Data


Clean Up Tools

Checks available to improve data quality we identify as Cleanup. These are found under Client Overview > Cleanup.

The checks are are:

These checks have options to change to Reporting Date once you open them to review the transactions. If you do make any changes to the Reporting Date then you will need to Recalculate to see these changes take effect.

The Recalculate button is located on each check at the top right of the page.


Insight Tools

Insights includes checks that allow for deeper analysis of the data in a client account. Once data quality has been improved these tools will become a lot more valuable and provide visibility to help support a client to grow their business. These tools are:

These checks have options to change to Reporting Date once you open them to review the transactions. If you do make any changes to the Reporting Date then you will need to Recalculate to see these changes take effect.

The Recalculate button is located on each check at the top right of the page.