Want to streamline client management? In this article, you'll discover how to turn on, navigate, and utilise the XBert Client Console to manage client tasks, reports, and insights seamlessly.
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Accessing the Client Console
You can access the Client Console by hovering over a client’s name on the Clients board. If the console is turned on, the options will appear.
If it’s turned off, head to Client Settings and enable it from there.
Once you're in the console, you’ll see their XBerts, tasks, and reports listed. Use the Processes menu on the left to navigate through items, which default to List view.
To refine your data, use the Date Range Selector, Filters and the Search bar across the top.
For deeper data analysis, head to the Reporting section, where you can generate reports on various client activities.
You can invite external users, such as clients or their bookkeepers, directly into the Client Console. Navigate to the Users menu, click 'Invite Users,' and enter their email. They’ll receive a prompt to set up their account.
