The Loop - AccountantsSeptember 19, 202600:01:37

Reports went out to his clients under his firm's name, and he never approved them

Aaron Patrick found a performance overview analytics report going out to his clients on the fifth of every month, sent under his practice's name, without his approval. He had not switched it on. It was scheduled by default.

Heather Smith adds the detail. It was running through Syft Analytics, and once they were told, the schedule was unscheduled within about 24 hours. So the immediate problem is solved, and anyone worried can go and check their own settings.

The bit that stays with you is what it means while it is running. A report built on data nobody had reconciled, landing with a client, carrying a firm's name and branding, and nobody inside that firm aware it had gone.

Indi Tatla puts it alongside the rest of the week and asks whether this is the direction of travel Xero wants.

From the episode with Ryan Pearcy, Heather Smith and Indi Tatla.

Digi-Tools in Accrual World is The Loop's weekly accounting tech podcast, hosted by Ryan Pearcy, John Toon, Indi Tatla, Eriona Bajrakurtaj and Ian Gregory.

Full episodes: https://digitoolsinaccrual.world
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