XBert has a standard set of templates you can load into your account in one go, built with accounting and bookkeeping practices to cover the work they repeat each week, month and quarter.
đ Read more here: Overview: Standard Templates
Before you start
The offer to load the standard set only appears while your Templates list is empty. Once you have created or loaded even one template, the prompt disappears.
Load the templates
Go to Automation, then Templates.
You will see the message "Would you like to load our Bookkeeping templates to get you started?" Click Yes, add Templates.
A confirmation appears asking whether you are ready for that number of templates to be added to your account. It tells you exactly how many you are about to get.
Click Load [number] Templates. The button shows Loading... while it works.
Your templates appear in the list, grouped into their processes, ready to review.
If you are not offered the standard templates
If there is no standard set for your country, you will not see the load option at all. Instead you will see a message about the Fast-Track Program and a Chat with us now button.
Use the chat and the team can help get your workflow templates set up.
After you have loaded them
Nothing is locked in. You can edit any template, delete the ones you will not use, and add your own alongside them.
Templates on their own do not create any work. Each one needs a schedule to say which clients it applies to and when it should run.
đ Read more here: How To: Create a Template and How To: Add a Schedule
Template sets by country
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io