XBert CONNECT's range of AI-powered features automates your accounting workflows while you efficiently manage your practice directly from the Work and Team View dashboards. You'll never miss a deadline with the Reporting Period Selector and extensive filter options.
If you're working remotely or in the office, you and your team have total visibility over the health of all linked organisations; whether you're a bookkeeping or accounting practice managing clients, the owner of multiple businesses, or a member of a finance team.
Use the Reporting Period Selector, customisable date range, and filters to plan, prioritise and manage bookkeeping and accounting workflows. The Work dashboard gives a complete overview of your clients and processes which makes it easy to track the status of XBerts (risk alerts) and tasks and know which areas require attention.
For better workflow management and consistency, in XBert you create Processes for your common workflows, e.g. Banking, Accounts Payable or Payroll. When you create a task, you allocate it to a Process, and you can also automatically map XBerts to a Process.
Reporting Period Selector
Plan your workday or manage your team using the Reporting Period Selector, custom date range, and filters. You can focus on areas that require attention and keep track of team workload and status. Any parameters selected will translate to what you see on the Work dashboard. Toggle to view ALL items, or only XBERTS or only TASKS.
The Reporting Period tab lists all items and uses the creation date for tasks or transaction dates (alert dates) for XBerts. The Work Due tab lists only those items with a set due date. A red dot against a period means there are outstanding items associated with this period. A green dot means that all items for this period are completed.
The reporting period display defaults to Month view with the current month selected. Select a past or future month as required or use the drop-down to change the period to view All (shows all outstanding items across), Today, Week, Quarter, Annual or a custom date range. Once you've chosen a view, related work period options are displayed at the top, e.g. if you choose Week, you'll have options for Last Week, This Week and Next Week, while choosing Today gives options for Yesterday and Tomorrow. Choosing ALL places the period options along the top.
Customise the date range to focus on a specific period. Either choose Custom from the Reporting Period Selector drop-down or when using ALL view, choose Custom Date on the right.
Custom Date Range
You'll find filters at the top under the Reporting Period Selector. Use the down arrow icon to open the filter selection. Any filters you’ve selected are listed and highlighted making it easy to know what you’re tracking. When done, select the up arrow icon to hide the filter selection again.
Track everything using your Work dashboard
CONNECT’s visual dashboards give you an overview of the status of tasks and XBerts for all clients or linked organisations. Since your unique workflows drive your day, the dashboard design is process-centric and customisable to the ways that you and your team prefer to work.
Your Processes are listed on the left and a grey tick against the process name indicates that there are no outstanding items associated with that workflow. Your clients or linked organisations are listed in the second menu, which you can search. The Due column shows the status due date of tasks, due today or overdue. At a glance, you know which services and clients/organizations require attention and you can ensure nothing slips through.
Monitor workload and stay on top of deadlines with the TEAM VIEW dashboard. Choosing CLIENT CONSOLE gives you quick access to each linked organization's XBerts, Tasks, Snapshots, Insights, and Activity Feed.
On the dashboard, 0 on the Client column indicates no outstanding items for a client for the corresponding process. A grey number indicates the outstanding items.
Select the Process and the Client to see all outstanding Tasks and XBerts.
Processes, Clients, Tasks
Manage workload with Team View and your Client Consoles
TEAM VIEW is now located with the menu icons on the top right corner of the Work board.
How to access Team View
TEAM VIEW lists all services and process workflows for that organisation along with the total number of items and items assigned to each team member.
The total number of tasks is shown inside the circle, of those any outstanding items are show with a red circle and number.
E.g. 6 Tasks, 2 overdue
Using the TEAM VIEW board, you can monitor and manage workloads, redistributing tasks as needed.
CLIENT CONSOLE takes you through to that client's or organisation’s XBerts, Tasks, Activity Feed and Insights.
Filters within the Client Console
When on the XBERTS & TASKS dashboard within a linked organisation, you can toggle to view ALL items, or only XBERTS or only TASKS.
Filters are at the top under the Reporting Period Selector. Use the down arrow icon to open the filter selection. Any filters you’ve selected are listed and highlighted making it easy to know what you’re tracking. Add or remove as many filters as needed. When done, select the up arrow icon to hide the filter selection again.
The MY ITEMS view is for fast filtering of what’s assigned to you.
If you're looking for something in particular, use the SEARCH IN VIEW function for keywords relating to an XBert risk alert like 'Inactive', 'Unreconciled', a supplier or amount as a search term. Delete the term to remove the search.