When you connect a client's file to XBert, that connection is made through your accounting software's standard app connection. This article explains what your client can and can't see as a result.
Yes, XBert appears in your client's connected apps
Once you connect a Xero file to XBert, XBert is listed in that organisation's connected apps in Xero, alongside any other apps that file uses.
whether you or your client authorised the connection, and
whether or not your client has ever signed in to XBert.
The connection is made to the Xero organisation itself, not to an individual person's login, which is why it's visible to anyone with access to that file in Xero.
What your client can see
The XBert app name in their connected apps list. That's all.
What your client cannot see
Nothing inside XBert is visible from their accounting software.
That includes:
the alerts and risks XBert raises on their file
your tasks, workflows and schedules
your team's notes and comments
your reports and insights
any of your other clients
Troubleshooting
Problem | Solution |
My client removed XBert from their accounting software
| If the app connection is removed on the accounting software's side, XBert can no longer sync that file. You'll need to reconnect it.
Go to Clients > Connections (https://app.xbert.io/app/clients/connections), and click the Connect icon in the Connection column for that client.
đ See Overview: Client Connections. |
I can't tell whether a file is connected
| Go to Clients > Connections (https://app.xbert.io/app/clients/connections).
The Connection column shows a checkmark icon for connected files, and a Connect icon for files that aren't connected yet. |
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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,
or email us at support@xbert.io