Simply by loading your files into XBert, you’ve automated loads of time-consuming checks across your client files you would have ordinarily had to do manually.
XBert’s AI-audit tool has now checked your client files data including Payroll, Invoicing, GST and BAS parameters and so much more… to flag any issues or inconsistencies – and you’ll have XBerts associated with those showing up.
Now it’s time to get to know the issues.
You can check XBerts in each client console individually, or you can see all clients at once as a list within your Work board.
Time to deep dive into the XBerts and what they mean for you and your productivity.
Choose the client that has flagged the most XBerts.
Go to your Organisations board and on the left-hand side you’ll see all your client files by organization name. You’ll also be able to see how many XBerts each organization has flagged.
Click on the client name you’d like to work on be taken through to their client console. You’ll notice the banner changes to white, this indicates you’re now working within that client file. You can then click the XBerts tab to see each XBert associated with that client file.
Now, you can click on details to learn more about each issue, or click resolve to be taken directly to the issue within your accounting software. You can also filter results through a number of options like due date, status and reporting period. It’s easy to map it to a process, assign it to a team member, add comments and change the status.
XBert will sit in the background and every hour, you will be alerted of XBerts based on what’s happened in the client file. What we’ve found is that by checking XBert first thing in the morning, you can start your day on the issues that matter, rather than wasting your time working on files that have mistakes. We call this ‘working by exception’ and it’ll help you smooth out your bookkeeping and compliance, rather than coming up against it at the end of the month or quarter.
Now you’re familiar with XBerts, it’s time to think about inviting your team in.