XBert billing is flexible to offer value to all users, from single business owners to medium and large bookkeeping teams.
File locking in XBert is a mechanism to ensure that files are appropriately managed within the constraints of your plan. Locked files cannot be accessed or modified until the issue causing the lock is resolved.
Common reasons for file locking include expiration of a trial period for newly added files and exceeding the activity limits of your current plan.
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This includes understanding trial periods and plan limits, which are common reasons for files becoming locked.
To proceed to unlock your file/s head to the Plans and Pricing Page.
Files may need to be unlocked due to the expiration of a trial period or exceeding the limits of your current plan.
Navigate to the Client Plans page under Settings.
Any files that need to be unlocked will have an 'Unlock' button on them.
The lock only appears if you have never purchased the plan.
Note: Once it is a connected file and goes over the free trial period (7 days), it locks to alert you that you need to unlock it.
While your files are locked, they will still appear on your Work View and in your Work items, they will be identified with the lock icon. If you attempt to open the Work items, you will not be able to access the item and will be prompted to unlock the file.
If you select to unlock a file the pricing summary will reflect this. You will be invoiced for the pro-rated amount for that file between now and your next billing cycle.
Once your pricing is adjusted, select Pay Now and complete your billing details.
Your credit card will be charged, and an invoice will be emailed to the email address you entered on the payment page. You will be charged again according to the period you selected, Monthly or Annually.
Note: You must pay for all files on the same plan, all your files can be either monthly or annually, not a combination of both.
Locked files are a result of either trial expiration or exceeding plan limits. To unlock them, ensure your plan accommodates the locked files by upgrading if necessary.
The outline of the value proposition and pricing is included here.