XBert

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. 

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.

1. 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.

1. 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.

1. Check for missing address details, particularly the country and client address details—flag records with missing meta information for review and update.

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.

1. Investigate the absence of Tax details. Conduct a check on the status of every client entity against the ABR and ledger for discrepancies.
2. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

Grouped XBert for Managers to know what time has been missed being synced to XPM.  

1. Grouped XBert for Managers to know what time has been missed being synced to XPM.  

Determine when a partial invoice or out-of-scope work has been missed being billed out of XPM.

1. Determine when a partial invoice or out-of-scope work has been missed being billed out of XPM.

When a client has exceeded the estimated time budget, advise managers of the overrun. 

1. When a client has exceeded the estimated time budget, advise managers of the overrun. 