The Client Connections board is where you can effortlessly manage your accounting software integrations, ensuring smooth data synchronisation and client management.

This tab simplifies the management and configuration of your accounting software integrations.

With this, you can now conveniently set up and manage connections. This ensures seamless data synchronisation between XBert and your accounting software.

Let's explore the key features, in order of appearance, within the Connections section.

By hovering over the name of a client file, a link to both a sorted Work list or the client console of a client will appear:

This feature will help you easily access these options so that you can maximise your efficiency with your workflow.

Within this column, you can see the accounting software used to sync a client's files.

If your client's file is connected using Xero, you can open a client's Xero Dashboard by simply clicking on the Xero logo.

This shows you whether a client file is connected, and which software.

If a client is not connected, you can click on the Connect icon to connect the client or leave it as is.

For connected clients, a checkmark icon appears.

You can check if a client's payroll and fixed assets are connected or unavailable in this column.

This feature allows you to access the Xero Dashboard of a client.

You can only access the Xero Dashboard with clients who are connected through Xero, these clients will have an icon of an arrow in a box in this column.

Non-connected clients or clients from different accounting software will have a - icon.

In the XPM column, you can link an XBert Client to an XPM Client by clicking the - icon.

You can also change the XPM Client for a connected client file to a different XPM Client by clicking on the checkmark icon displayed for connected clients in the XPM column and selecting a new XPM Client from the pop-up.

Under the XPM Dashboard, you can access the XPM Dashboard of clients linked to an XPM Client by clicking on the icon of an arrow in a box.

The icon under this section is a Client Report Link - A quick link to the client reports section in XBert. This allows you to access detailed reports and insights specific to each client.

This feature lets you view and manage:

To see when each client file last synced and to trigger a manual sync when you need the latest data straight away - head to Clients > Sync (https://app.xbert.io/app/clients/sync).

Your practice shares a daily allowance of manual syncs (two per client per day, pooled across your team), which keeps your files safely inside your accounting provider's daily sync limits.

👉 Read more here: How To: Manually Sync a Client