Getting Started

Getting started with XBert

3 Easy steps to get up and running

Written by Carrie Riessen
Updated over a week ago

Set up your workflow

3 easy steps to set up your workflow in XBert

Written by Carrie Riessen
Updated over a week ago

Collaborate with your clients

3 easy steps to collaborate with your clients

Written by Carrie Riessen
Updated over a week ago

Automate tasks for clients

For all those repeating client requests.

Written by Carrie Riessen
Updated over a week ago

Webinars: XBert

Training sessions for all users

Written by Carrie Riessen
Updated over a week ago

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

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

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 over a week ago

How to add Xero and MYOB files

If you are an existing user and you want to add files:

Written by Carrie Riessen
Updated over a week ago

A MYOB file indicates as connected but no tick

In the Organisations Board your MYOB client is listed but not ticked

Written by Carrie Riessen
Updated over a week ago

How To: add non-Xero/MYOB client organisations to my workflow?

You can add QuickBooks or other software so that they are included in your workflows

Written by Carrie Riessen
Updated over a week ago

MYOB Administrator Password issues

MYOB Administrator Password help, support and instructions

Written by Carrie Riessen
Updated this week

Disconnected Files

You cannot connect and disconnect files from software.

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

How To: Invite or add users to your XBert team

Step by step

Written by Aaron Wittman
Updated over a week ago

Video: Inviting your team into XBert

Revolutionise your practice workflow.

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

User Roles

Set Partner, Manager and Accountant Bookkeeper Roles

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 over a week ago

Video: Work Board

Complete visibility with List View and Team View

Written by Carrie Riessen
Updated over a week ago

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

How To: Template Tasks

Automated checks and audits reduce errors and wasteful jobs.

T

Written by Troy Brown
Updated over a week ago

Video: Templates

Set and assign simple repeating templates that will replace external checklists.

Written by Carrie Riessen
Updated over a week ago

Resolve Link in Tasks

What to enter

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

Video: Client Console

Working within a single client record

Written by Carrie Riessen
Updated over a week ago

Reports, Analytics & BI Reports

Get deep insights into the quality of your clients business

Written by Carrie Riessen
Updated over a week ago

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