Help & FAQs

Client Contact Role

Where is everyone?

Written by Carrie Riessen
Updated over a week ago

What is an XBert?

Written by Aaron Wittman
Updated over a week ago

How much does XBert cost?

XBert CONNECT is perfect for bookkeepers and accountants

Written by Aaron Wittman
Updated over a week ago

Can I use a coupon code?

How to claim discounts and special offers

Written by Aaron Wittman
Updated over a week ago

How do I add or change my payment details?

Update your card details or your payment plan

Written by Aaron Wittman
Updated over a week ago

How To: Cancel My Subscription

You can cancel your subscription at any time.

Written by Carrie Riessen
Updated over a week ago

I'm locked from seeing XBerts, Reports or Charts

Register or upgrade for full features!

Written by Aaron Wittman
Updated over a week ago

Restricted Users

What happens if I make a user restricted?

Written by Aaron Wittman
Updated over a week ago

When does XBert sync with Xero or MYOB?

Can I manually sync my files?

Written by Carrie Riessen
Updated over a week ago

Where can I get the latest XBert news and contact you?

Written by Aaron Wittman
Updated over a week ago

I’m not in Australia, can I use XBert?

Yes, you certainly can

Written by Aaron Wittman
Updated over a week ago

Where can I find your Privacy Policy and Terms and Conditions?

Written by Aaron Wittman
Updated over a week ago

Is XBert secure?

Written by Aaron Wittman
Updated over a week ago

How do I manage XBert activity and summary email notifications?

It's easy to turn off or turn back on the activity emails

Written by Aaron Wittman
Updated over a week ago

Where can I find XBert's Settings?

From the panel menu you can access the following tabs

Written by Aaron Wittman
Updated over a week ago

XBert Risk Alerts

Written by Aaron Wittman
Updated over a week ago