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Getting Started
Getting Started
How to use XBert
T
28 articles in this collection
Written by
Aaron Wittman,
Troy Brown,
and
Carrie Riessen
Welcome To XBert
Video: What to expect during your 30 Day Trial
Welcome to XBert! We’re so excited to have you here and to help you get the most out of your 30 day trial.
Written by
Carrie Riessen
Updated over a week ago
Deep Dive into XBerts
Video: Getting to know your XBerts
And what they mean for your productivity
Written by
Carrie Riessen
Updated over a week ago
Reads bills, invoices and attachments
Giving added protection against ABN and GST errors and fraud
Written by
Carrie Riessen
Updated over a week ago
Daily Management of XBerts
Video: Map Process Automation to your XBerts
Create systems for your team and have full visibility across your process workflow at any given time.
Written by
Carrie Riessen
Updated over a week ago
How To: Create Custom Processes
Advanced users who want to edit the default processes
Written by
Carrie Riessen
Updated over a week ago
Your XBert dashboards
Our Snapshots and Charts are easy to understand and visually engaging.
Written by
Carrie Riessen
Updated over a week ago
Video: Bulk Changes
Bulk actions include due dates, assigning to users and updating or completing the status.
Written by
Carrie Riessen
Updated this week
How To: add non-Xero client organisations to my workflow?
You can add MYOB, QuickBooks or other software so that they are included in your workflows
Written by
Carrie Riessen
Updated over a week ago
How To: Turn your emails into tasks
The email subject becomes the Task Name, and any text in the email body becomes the Task Description.
Written by
Carrie Riessen
Updated over a week ago
How To: Delete an organisation
You can remove organisations that you have added
Written by
Carrie Riessen
Updated over a week ago
How To: Invite or add a business to XBert
There is no limit to the number of businesses you can invite.
Written by
Carrie Riessen
Updated over a week ago
Team Work in XBert
Video: Inviting your team into XBert
Revolutionise your practice workflow.
Written by
Carrie Riessen
Updated over a week ago
How To: Invite or add users to your XBert team
Step by step
Written by
Carrie Riessen
Updated over a week ago
How To: User Permissions
Matching users existing Xero permissions
Written by
Carrie Riessen
Updated over a week ago
How To: Invite people to XBert CONNECT
There is no limit to the number of people you can invite.
Written by
Carrie Riessen
Updated over a week ago
How To: Use @Notifications
To help you manage your workload and collaborate
Written by
Carrie Riessen
Updated over a week ago
How To: Team Chat
For quick conversations and requests
Written by
Carrie Riessen
Updated over a week ago
How To: Delete Users
Remove access for users that are no longer associated with your company.
Written by
Carrie Riessen
Updated this week
Work Board
Video: Work Board
Complete visibility with List View and Team View
Written by
Carrie Riessen
Updated over a week ago
Browser Extension
How To: Use the browser extension in Xero?
Notifies you in real-time of any risks or tasks while you work in Xero
Written by
Carrie Riessen
Updated over a week ago
Templates
Video: Templates
Set and assign simple repeating templates that will replace external checklists.
Written by
Carrie Riessen
Updated over a week ago
Editing a schedule
What can you edit or not edit on a schedule?
Written by
Aaron Wittman
Updated over a week ago
How To: Template Tasks
Automated checks and audits reduce errors and wasteful jobs.
T
Written by
Troy Brown
Updated over a week ago
Client Console
Video: Client Console
Working within a single client record
Written by
Carrie Riessen
Updated over a week ago
Analytics and Power BI Reports
Reports, Analytics & BI Reports
Get deep insights into the quality of your clients business
Written by
Carrie Riessen
Updated this week
Invite Clients
Inviting clients
A smart way to streamline your communication
Written by
Carrie Riessen
Updated over a week ago
Snapshots
Your clients financial health at a glance
Written by
Carrie Riessen
Updated over a week ago
Hide XBerts and tasks from clients
Assign XBerts and tasks to specific clients
Written by
Carrie Riessen
Updated over a week ago