The following article outlines the first phase of Practice XBerts to help protect the practice data quality and remove time spent managing this data.
The focus is both on the XPM data and XBert data.
Incorrect Contact Details (XPM)
Identify and flag any duplicates of the same contact on a client. The aim is to use a single contact across multiple clients instead of creating new ones.
Invalid Client Contact Number (XPM) - Done
Validate contact phone numbers. Flag any invalid or suspicious numbers for review.
Incorrect Address Information ( XPM)
Check for missing address details, particularly the country and client address details—flag records with missing meta information for review and update.
Incorrect Tax Details (XPM)
Investigate the absence of Tax details. Conduct a check on the status of every client entity against the ABR and ledger for discrepancies.
The client record name should ideally be the same as the legal entity name on the ABR. Ensure that this is the case, and flag discrepancies for review.
Missing Job Configuration (XPM) - Done
Identify jobs with no partner or manager set. The tool should flag these for review, as these are valuable fields with links to jobs.
Priority Work Assigned to Staff on Leave (XBert, Payroll) - Done
Audit leave and raise an XBert when staff are on leave based on the due date. This aligns with a highly-voted feature request.
Active Jobs without an active schedule (XPM) - Done
Identify instances where no active schedules are set for active jobs in XPM.
Missing Time – Staff (XBert) - In Progress
Identify instances of missing timesheets, particularly when there is activity on the file but no time entries recorded for the user.
Missing Time - Manager (XBert) - In Progress
Identify instances of missing timesheets, particularly when there is activity on the file but no time entries recorded for the user for a Manager, so nothing is missed.
Missing Time pushed to XPM (XPM)
Grouped XBert for Managers to know what time has been missed being synced to XPM.
Missing Invoicing to Client (XPM)
Determine when a partial invoice or out-of-scope work has been missed being billed out of XPM.
Budget Overrun (XBert)
When a client has exceeded the estimated time budget, advise managers of the overrun.