Introducing Organisation Report Packs
Organisation Report Packs make farm reporting faster and easier for you and your practice.
Periodic reporting requests are often a pain in the proverbial for accountants. Taking up valuable time to prepare, collate, review and distribute. It’s typically not a natural service for accountants and certainly not one that is scalable, despite the widespread interest in surfacing more reporting value for agri clients outside of annual reporting.
We reckon our new Organisation Report Pack capability might be a bit of a game changer.
Organisation Report Packs put you in control of the types of reports you distribute, to whom, and when. Easily create multiple report packs to generate efficiencies when sending out to your client base. Add more value by serving up the reports your clients want, when they want them.
Build detailed report packs by combining a variety of pre-existing reports, easily configure narrations and headings, and add farm favourite saved views to automatically bring through farm specific information. Generate efficiency by creating a standardised template that filters down into your farms.
Save time and effort by automating the delivery of report packs to your clients at scale. Customise which clients receive selected report packs and schedule them to automatically send at the frequency you choose.
Organisation Report Packs are now available to all accountants on Figured in New Zealand and can be accessed on your organisation's home page by navigating to Tools > Org Report Packs.
Visit our help article to view a step-by-step guide on how to get started with Organisation Report Packs today.
Have any more questions?