New feature added to Aider: ‘Resync on demand’


New feature added to Aider: ‘Resync on demand’

You asked and we delivered. You can now resync a client’s data in Aider with changes you just made in Xero, on demand!

What’s the new feature? 

  • Aider already automatically updates your clients’ data overnight every day. This means that you’re ready at the start of a day to prioritise which clients you need to work with.
  • With the new resync on demand feature, you can now update those clients’ data in Aider immediately as you get through your to-do list and make changes to their files in Xero.
  • We recommend that you resync a client’s data once you reconcile a bunch of transactions in Xero. This ensures that Aider is showing you up-to-date compliance and performance insights.

How does this feature work?

  • You can now see when all of your clients’ data were last updated on both the Dashboard and in the individual client’s Client Insights pages.
  • If you’ve made changes to a client’s Xero file since the last Aider update, simply click on the Resync icon next to these last update timestamps.
  • Aider will then import the latest data from that client’s Xero file and recalculate the insights and compliance checklists.
  • You can check the progress of the update by hovering over the “i” icon next to the “Updating data…please wait” message.

What benefits does this feature have for advisors?

  • Now you no longer have to wait until the next day to see the progress you made during the day updating your clients’ data.
  • You can also now get more reliable compliance and performance insights as soon as you’ve fixed your clients’ Xero files – more instant and more efficient!
  • This feature provides a win for team productivity, as well as for client relationship building. It provides you with financial insights in real-time, enabling you to give your clients more accurate, timely advice.

Need some assistance with your Aider account? 

Book a training session with our friendly team.

Lola Chang

User Experience Designer & Analyst

Lola is passionate about bringing the power of data mining to SMBs and their Advisors, so they too can reap the benefits that larger firms enjoy.