Every XBert has its own configuration. It decides which clients the XBert runs for, and how the XBerts it creates are set up: who they're assigned to, which process and status they start in, when they're due and whether they complete themselves.
Use it to:
stop an XBert running for some clients
change who XBerts are assigned to
change an XBert's due date, priority or status
turn an XBert off
Open an XBert's configuration
Go to Automation > XBert Automation.
Click the XBert you want to change. Its XBert Configuration page opens.
The settings
Setting | What it does |
Title | The name of each XBert it creates. Only Custom XBerts can be renamed. Type [ to add a title token. |
Clients | Required. Choose All Clients, or Selected Clients and tick clients in the list on the right. The list only shows clients on accounting software and in a country this XBert supports. The bank reconciliation XBert doesn't have this setting. |
Description | Custom XBerts only. What the XBert checks for. |
Subtasks | A checklist added to every XBert it creates, for the steps to resolve it. |
Process | Required. The process its XBerts sit under on your work list. |
Status | Required. The status its XBerts start in. Choose a completed status and they're completed as soon as they're created. |
Role | Assigns each XBert to whoever holds that role for the client. |
Estimated Time | How long each XBert should take. |
Due Date | When each XBert is due, counted from when it's created. |
Mark as priority | Adds each XBert to the assigned person's priority list. |
Auto-complete | Completes an XBert on its own once the issue it found has been fixed or no longer applies. It's greyed out on XBerts it can't be used on. |
Risk Level | Required. How serious the issue is. |
Risk Type | Required. The kind of risk the XBert checks for. |
Business Function | Required. The area of the business it relates to. You can only change it on Custom XBerts. |
Linked Agents | Only shown if your firm has the Agents beta. The agents that work with this XBert. |
Share | Custom XBerts only, under Advanced. Shares your Custom XBert with XBert. 👉 Read more here: Sharing Custom XBerts |
Turn an XBert on or off, and save
At the bottom of the page, switch the toggle to Active or Inactive, then click Save.
👉 Read more here: How to: Create a Custom XBert
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io