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Search results for:How To: Add MYOB files

How To: Add Client Files

For adding new Xero, MYOB and QBO files to Audit and Workflow… Connect Files Now How To: Add non-connected client files… Easily add Xero, MYOB and QBO files to XBert at any time, these will sync and be checked by our AI, presenting

MYOB Client Files Locked

Some MYOB Files may be locked when uploaded… How to Unlock a Locked MYOB File… Go to the Client board of your CONNECT Portal ​ On the Client Connections page (fourth page option

Sync Your Accounting Software Files

For connecting Xero, MYOB and QuickBooks files to XBert for auditing… You can easily connect your accounting files to XBert for auditing and workflow tasks… sync files from, (or the option to start with Workflow only). ​

MYOB Administrator Password Issues

MYOB Administrator Password help, support and instructions… If your MYOB files are locked by the administrator password there are a few options Get the password… remove the password for you Call 1300 555 123 to contact MYOB Support

New Pricing: Notes for Legacy Customers

What's changed and how to add new users and new client files… How XBert Billing Works How To: Remove a Client File You're Paying For How To: Add a File… You can also add new files the same way that you always have, however now you get access to new files

How To: Add a File to Your Plan

For existing subscribers to add new files to their payment plans… How XBert Billing Works How To: Remove a Client File You're Paying For How To: Invite Team… Note: Existing subscribers can add and access new files FREE for 7 days. ​

How To: Add a Process

For adding an item to your main menu navigation and filter… To Add a Process, go to the panel menu (hamburger icon) on the top right of the CONNECT Portal. ​… Overview: Work Board Overview: Processes How To: Resolve an XBert

How To: Add a Schedule

How To: Edit a Schedule How To: Create a Template How To: Clone a Template… Click here to learn how to set up and assign roles to your team members… Click Add to add an attachment. You can also Drop and Drag or Paste your attachment

How To: Add Note Topics

For adding a Topic to group your Client Notes together… Overview: Client Notes How To: Add a Client Note How To: View Note by Topic ​… You can easily add new Notes Topics, this is the main way to organise your Client Notes which then make

How To: Add Custom Roles

Users can now customise their roles according to their requirements… Go to the Panel Menu (hamburger icon) on the top right of the CONNECT Portal. ​… your roles by clicking and holding the button on the left of the name of a role, and then dragging to