Admin Panel
Role Management
- View entities
- Edit records
- Submit for approval
- All Associate permissions
- Resolve diffs
- Send back
- All Reviewer permissions
- Approve steps
- Manage users
- View progress
- View reports
User Management
Add New User
Add New Role
Review History
All Clients
Step 1 — Bookkeeping Review
In ProgressSelect a task to view details
User Guide
Account Analytix is a bookkeeping health check tool for Corient BS. It reviews client books across a Master period (full reference scope) and a Report period (the window under review), then surfaces issues for your team to action. Follow the four steps below.
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The Dashboard lists every client your team manages. Click any client card to open its sub-clients.
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Each sub-client is one Xero organisation. Before reviewing, open the ⋮ menu → Sync to pull fresh data from Xero. Click a card to open the Date Range setup.
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Set two date ranges, then click Save & View Overview to continue.
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The Overview is where the review happens. Click Get Counts to unlock the tasks, then work the stepper top to bottom. Open each task, review its data table, mark it done or skip it. When a stage is complete, submit it for approval.
Health Scores
Each check category returns a health score from 0–100.
Master vs Report Period
The Master period is the full baseline range (e.g. the financial year). The Report period is the subset of months reviewed this cycle. Both show in the period bar on the Date Range and Overview pages.
Sync Status
Sync % shows how much of a sub-client's data has been pulled from Xero into Account Analytix. 100% means every transaction in the Master period is synced; below 100% some checks may be incomplete. Use the ⋮ menu → Sync on a sub-client card to trigger a fresh pull.
On the Date Range page, click the period bar to expand or collapse period editing. Drag the blue timeline bar to shift the whole report window within the master period, or drag a handle to resize one end.
Need more help? Contact info@corientbs.com