As an accountant or bookkeeper, you know how important it is to keep track of your time and resources. With many clients to serve and tasks to manage, it can be challenging to stay on top of everything.

That's where XBert comes in - by using Actual and Estimated Time, you can gain valuable insights into your client's business operations and improve your overall efficiency.

Here are some of the benefits of using Actual and Estimated Time with XBert.

With Actual and Estimated Time, you can easily see how long tasks and projects are really taking across your team, your clients, and your processes. This makes it easy to spot where work is running over, catch potential delays early, and keep everything on track.

Understanding where your team's time is going is key to running a profitable practice. XBert helps you see which clients and services are taking the most time, so you can make informed decisions about where to focus your resources and how to price your services.

One of the biggest benefits of using Actual and Estimated Time is that your whole team can capture every hour worked - no matter what the task. Whether it's emails, fixing issues, planned tasks, or ad-hoc work, nothing slips through the cracks. This helps ensure no billable hours are missed and your practice can invoice clients accurately.

If you're already using Xero Practice Manager (XPM), you can easily integrate Actual and Estimated Time with XBert to allow your systems to work as one. This makes it easy to manage their entire practice in one place, from tracking time to managing their clients and projects.

With XBert, you can export all your client's time and use it for any reporting need. This makes it easy to generate invoices, track their profitability, and analyse their business performance.

You can export time data directly from the Actual Time board in Work.

Before exporting, make sure you've set the date range to the period you need - you can choose from preset options like This Month, This Year, or set a Custom range.

Once you're happy with the date range, click the zig zag icon on the top right to download your data as an Excel file.

The export includes details such as the team member, date, time logged, client, process, whether it's billable, and any comments - giving you everything you need for invoicing, profitability tracking, or reporting.

The Estimated Accuracy practice report in XBert gives you an at-a-glance view of what your team is working on and how long things are actually taking compared to what was estimated. This helps you make smarter decisions about how to price your services and where to focus your team's time.