How the client's Activity Summary is calculated

The client Activity Summary gives you an overview of the client's key Xero activity statistics for the current period to date + two previous period. You can choose between summaries for the financial year or for the GST period.

Use the client's Activity Summary to help you:

Gauge the cost to serve a client and price your service accordingly.
Plan your staffing, workload, and client expectation management to avoid burnouts.
Get an indication of how your advisory client is doing based on the trend in the volume of key Xero activities.

You can find this summary on the "Overview" tab of a client in the Client Insights section.

How the client's Activity Summary is calculated

ACTIVITY	DATA SOURCE
Bank transactions The number of “spend” and “receive” bank transactions from all active bank accounts during the period. Excludes: invoice payments, expense claims, transfers between bank accounts.	“Spend” and “receive” bank account transactions
Invoices The number of invoices with transaction dates falling within the period. Includes: authorised, paid, deleted and voided invoices.	Invoices
Bills The number of bills with transaction dates falling within the period. Includes: authorised, paid, deleted and voided bills.	Bills
# of Active Accounts per Xero file The total number of active (not archived) accounts from the business’ chart of accounts.	Chart of accounts.
# of Active Accounts above/below $0 The total number of accounts with balance above/below $0 in the period’s Profit and Loss and Balance Sheet reports.	Profit and Loss report, Balance Sheet report.

FAQ’s:

Q: How do I compare Aider’s Activity Summary with corresponding data in Xero ?

A: You can find the corresponding data in Xero as follows:

Bank transactions:
Go to Account Transactions report >
select all active bank accounts >
select the matching date range >
select “Filter - Source: Receive Money, Spend Money” >
apply update.
Check the total number of items (“Showing items 1-10 of T”) at the bottom of the screen.
Invoices:
Go to Invoices >
click Search >
select “Search Within: Translation date” >
select the matching date range >
select “Include Deleted & Voided” >
apply search.
Check the “total items” number of items at the bottom of the screen.
Bills:
Go to Bills >
click Search >
select the matching date range >
select “Date type: Translation date” >
select “Filter - Deleted & Voided: Show”.
Check the total number of items (“Showing items 1-10 of T”) at the bottom of the screen.
# of Active Accounts:
Go to Chart of accounts.
Check the “total items” number at the bottom of the screen.
# of Accounts above/below $0:
Go to Profit and Loss report + Balance Sheet report >
select the matching date range >
apply update.
Count and add up the number of accounts with figures above or below $0 from both reports.