What is included in the Enhanced Ongoing Report Support?

What is included in Enhanced Ongoing Report Support?

As part of our Enhanced Ongoing Report Support, clients may request a change to the management report to add/delete a report, change the header or footer, or ask an outside general ledger report be merged into the management report. This change request should be managed via the scoping tool. An example report upload will be required at the time of request/scope change.  If questions arise about the source document example, a task will be created and assigned to the entity point of contact in the portal. Based on the timing of the request the change may be seen in the following month’s close from when the request was made. 

Enhanced Ongoing Report Support Includes:

• Manual additions of external reports in the month-end management report package that do not come from QBO/Xero

• Other specialized additions/modifications to month-end management report packages

You have the option to turn this service offering on, after your client has completed Deployment, via the Partner Scoping Tool.