With XBert, you only pay for the files you add and the size of each one - so it suits everyone, from a single business to a large bookkeeping team.
Already subscribed? You can access and use each new file you add free for the first 7 days.
You add a file to your plan from the Client Plans page. Follow the steps below.
Go to Settings, then under the Clients heading select Plans to open the Client Plans page.
Click the Add Client button (top right of the page) and connect the file you want to add.
Note: the file needs time to be fully analysed before its pricing and payment details are available. Depending on the size of the file, this can take between 15 and 60 minutes.
Once the file has fully synced and appears in the Client Plans list, find its row and click the Upgrade button in the Recommended Plan column. The payment summary will automatically update to reflect your selection.
Choose Upgrade Now to be charged a pro-rated amount for the new file — from today's date until your next billing period (monthly or annually).
Note: Existing subscriptions can add and access new files free for 7 days.
After this, the file is locked, and you have 17 days to unlock it by moving it onto a paid plan. If it isn't unlocked within that time, it will be deleted.
If a file is added again after being deleted, it's locked straight away and the same 17-day window applies - unlock it within 17 days, or it will be deleted again.
You'll be taken to the payment details page to confirm your details and Pay.
Your card will be charged and an invoice will be emailed to you. You'll then be charged again according to the period you selected - monthly or annually.
Want to know more about how pricing works? See Understanding XBert Pricing