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.
How signing in works
There's no password to remember. You type your email address, and XBert Capture works out how you sign in:
Most people are emailed a 6-digit code to type in.
If your XBert login is a Google, Xero or Intuit account, you sign in with that account instead.
You do this when you first set up the app, and again whenever you've been signed out. If you sign in with a code, that's 30 days after your last code, after 15 days without opening the app, or after you sign out. While you're signed in, the phone app opens with your PIN, or Face ID or Touch ID.
đĄ New to XBert Capture?
Start with the invitation your firm sent you.
If you're on your firm's team, you don't need an invitation. Sign in below with the email address you use for XBert.
đ Read more here: How To: Accept an Invitation to XBert Capture
Sign in with your email address
Open XBert Capture on your phone, or in your browser.
Under Enter your email address to continue., type your email address into Email address. Use the address your invitation was sent to.
If you're on your firm's team, you don't need an invitation. Use the email address you sign in to XBert with.
Tap Login.
What happens next depends on your login. You don't choose. It's already set for your email address.
If we email you a code
On Enter Your Code, you'll see We sent a code to with your email address.
Check your email for the 6-digit code. It works for 10 minutes. If it doesn't arrive, check your spam folder.
Type in the code, then tap Verify & Sign In.
Still no code? Tap Didn't receive it? Send again. A new code replaces the old one, so always use the newest email.
If you sign in with Google, Xero or Intuit
After you tap Login, you're sent to that account's own sign-in. On a phone it opens over the app, and in a browser it opens in the same tab. Sign in there and you're brought back to XBert Capture automatically.
There's no "Continue with Google" button to look for. It follows whatever your XBert login already is.
If your invitation link doesn't work
You don't need the link to get started. If you've lost the invitation email, or the Get Started button won't open the app, open XBert Capture and sign in with your email address as above. Use the address your invitation was sent to. The code we email you gets you in.
If you open the invitation link and are asked for your activation code, it's the 6-digit code in your invitation email. Type your email address and the code, then tap Verify.
After you sign in
The first time, you'll be asked to create a 6-digit PIN, and on your phone you can turn on Face ID or Touch ID. While you're signed in, you use those to open the phone app.
đ Read more here: How To: Use Your PIN and Face ID or Touch ID in XBert Capture
Signing out
Phone app: tap Sign Out in Settings, or Sign out / Switch account on the Welcome Back screen.
In a browser: tap Sign Out in Settings.
Signing out ends your sign-in straight away. The next time you open XBert Capture, you'll see the email screen and can't use your PIN, Face ID or Touch ID to get back in.
Type your email address, then enter the code we email you. If you only want to close the app, close it instead of signing out.
If it doesn't work
What you see | What to do |
The code never arrives | Check your spam folder, then tap Didn't receive it? Send again. Make sure you typed the right email address. |
Invalid code. Please try again. | Check you've typed all six digits, and that you're using the code from the newest email. |
Unable to send code. Please try again. | Check your internet connection and try again. |
We couldn't confirm which account you signed into. Please try again. | You signed in to a different Google, Xero or Intuit account from the email you typed. This can happen if you're already signed in to another one. Pick the right account when asked, or sign out of the other one first. |
You're told you don't have access | That email address isn't set up for XBert Capture. If you're on your firm's team, use the email address you sign in to XBert with. Otherwise, tap Try a different email, or ask your firm to invite you. |
Please enter your email and 6-digit activation code. or Invalid email or activation code. | On the activation screen, check both. The email must be the one your invitation was sent to. If it still won't work, sign in with your email address instead. |
No accounts available | Your login isn't linked to any business yet. Ask your firm to check your invitation. |
A business you've been added to isn't under the Clients tab, or you can't switch businesses | Your list of businesses only updates when you sign in. Opening the app with your PIN, Face ID or Touch ID doesn't update it.
In Settings, tap Sign Out, then sign in again with your email address and the code we email you.
If it's still missing, sign in to XBert Capture in your browser at |
No accounts found | Nothing matches your search. Clear the search box. |
Your sign-in session has expired. Please sign in again to switch businesses. | Sign in again and you'll come back to Choose an account. |
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.