Settings

The settings tab is on the lower left of your main navigation above your profile picture.

You can edit your account settings on this page.

You can manage your subscription settings and stay on top of your billing details.

View and manage your users, edit their permissions and invite new team members.

You can customise by adding a connect or client role according to your requirements.

This page is where you can edit your Capacity Settings. You can capture your staff's availability and edit their workload or capacity per week.

You can easily create custom groups for your clients to use for sorting and segmenting your clients.

This page will allow you to manage and configure roles for your team members efficiently.

Allows you to easily view and manage settings for your Client files, all in one place.

Where you can effortlessly manage your accounting software integrations

Control over your client plans, ensuring you can easily manage connections, costs, and more.

You can easily set up the Processes menu to reflect your internal processes, and add a custom process, change the order, or edit a process. You can also change the default of your processes to be billable or non-billable.

Like the Processes page, you can also set up your statuses, add a custom status, edit, colour, or reorder them, and add an auto-assign action.

You can add, delete or reorder Note Topics to allow you to group similar notes for easy access and better management.

Similar to Note Topics, you can add, delete or reorder Note Link Tags.

Integrations & Features

On the Integrations page, you can connect other services and programs to your account.

On the Features page, you can turn on and edit the configurations of the Actual Time, Capacity, or Non-Workday Scheduling features to maximise your XBert experience.