Want to streamline your workflow for clients who aren’t using Xero, MYOB, QuickBooks or FreeAgent?
This guide will show you how to include them in your XBert system, so you can allocate tasks and manage them effortlessly.
Click play for a quick video guide! ✨
If you’re setting up a new XBert CONNECT account, you’ll be prompted to load clients during the setup process. If you’re already an XBert user, simply select 'Add Client' from the Clients board.
Once the 'Add Client' window appears, select 'Other' from the client type options. This is for clients who don’t use Xero, MYOB, QuickBooks or FreeAgent.
Next, enter the client or organisation’s name, country, and timezone. This information helps ensure the client appears correctly on your XBert dashboard. Then, click on Add Client.
Once you’ve added the client, they’ll appear across various dashboards, including Work board, Team View, XBerts & Tasks, and Clients.
💡 NOTE: As these are non-integrated clients, you won’t receive XBert alerts, but you can still manage tasks and workflows.
Join our Facebook discussion group: https://www.facebook.com/groups/xbert for news and updates, and remember to check our website https://xbert.io regularly.