đ± 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.
Where the menu is
It's the same menu either way, it just sits somewhere different depending on your screen.
On a phone, a floating bar near the bottom, with a + button in the middle.
In a wide browser window, a dark bar down the left-hand side, with labels next to the icons.
It changes over on its own when you resize the window. There's nothing to set.
The four places you can go
Where | What's there |
Chats | Your conversations. A number appears on the icon when you have unread messages. |
Documents | Everything you've sent in, so you can check whether a receipt got through. |
Clients | The businesses you can work in, and how you move between them. You'll only see this if you have more than one. |
Settings | Your PIN, notifications, profile and signing out. |
In a browser your profile picture sits at the bottom of the left-hand bar, which opens your profile in Settings.
The + button
This is the one you'll use most. Tap + and it opens Capture Receipt straight away, ready to take a photo or pick a file.
It works from anywhere in the app, so you don't have to find the right screen first.
What's next
Need help?
If you have any questions, our support team is here to help!
Email us at support@xbert.io, or in the app go to Settings and tap Help & FAQ to browse our help articles.