XBert

📱 These steps are for the XBert Capture app

They describe what you'll see in the app itself, on a phone or in a browser, from setting it up for the first time through to using it day to day.

XBert Capture is a separate app from XBert. Anything that happens inside XBert is covered in the collections for your firm.

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When someone invites you to XBert Capture, you're sent an email with three ways to get started:

a Get Started button, which is the quickest route

a 6-digit activation code, for if the button doesn't work

links to download the app from the App Store and Google Play

- a Get Started button, which is the quickest route
- a 6-digit activation code, for if the button doesn't work
- links to download the app from the App Store and Google Play

💡 Invitations run out after 7 days

If yours has expired, ask whoever invited you to send it again.

Open the email and tap Get Started.

You'll see You have been invited to join with the name of the practice.

1. Open the email and tap Get Started.
2. You'll see You have been invited to join with the name of the practice.
3. Tap Accept &amp; Continue.

From there you'll sign in, and then set up a PIN so you don't have to sign in every time.

👉 Read more here: <a href="How%20To:%20Sign%20In%20to%20XBert%20Capture" rel="nofollow noopener noreferrer" target="_blank">How To: Sign In to XBert Capture</a>

👉 Read more here: <a href="https://support.xbert.io/en/articles/17167481-how-to-use-your-pin-and-face-id-or-touch-id-in-xbert-capture">How To: Use Your PIN and Face ID or Touch ID in XBert Capture</a>

- 👉 Read more here: <a href="How%20To:%20Sign%20In%20to%20XBert%20Capture" rel="nofollow noopener noreferrer" target="_blank">How To: Sign In to XBert Capture</a>
- 👉 Read more here: <a href="https://support.xbert.io/en/articles/17167481-how-to-use-your-pin-and-face-id-or-touch-id-in-xbert-capture">How To: Use Your PIN and Face ID or Touch ID in XBert Capture</a>

On your phone: search for XBert Capture in the App Store or Google Play.

To use on your device (phone, laptop, etc) internet browser: go to <code>capture.xbert.io</code>

- On your phone: search for XBert Capture in the App Store or Google Play.
- To use on your device (phone, laptop, etc) internet browser: go to <code>capture.xbert.io</code>

👉 <a href="https://support.xbert.io/en/articles/17167520-how-to-sign-in-to-xbert-capture">How To: Sign In to XBert Capture</a>

👉 <a href="https://support.xbert.io/en/articles/15513153-how-to-capture-receipts-with-the-xbert-capture-app">How To: Capture Receipts with the XBert Capture App</a>

If you have any questions, our support team is here to help!

Email us at <code>support@xbert.io</code>, or in the app go to Settings and tap Help &amp; FAQ to browse our help articles.

Accept your XBert Capture invitation and get into the app for the first time.

How To: Accept an Invitation to XBert Capture

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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What you see	What to do
No invite token found. Please use the link from your invite email.	You've opened the app without going through the link. Go back to the email and tap Get Started, or use your activation code instead.
Invalid invite.	The invitation has expired or already been used. Ask for a new one.
Unable to validate invite. Please check your connection.	Check your internet and try again.
You can't find the email	Check your junk mail. If it's not there, whoever invited you can read out your activation code. 👉 Read more here: How To: Sign In to XBert Capture

How To: Accept an Invitation to XBert Capture

Your invitation email

Accept the invitation

Where to get the app

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