Sign-Up Process
Once you're invited into your client console, you'll receive an email with an invite.
Click on JOIN THE TEAM ON XBERT, this will redirect you to the accept invite sign-up page.
You'll be prompted to sign up for your XBert account.
Select your role in the business and you'll be taken to the Client Console.
Client User Permissions
There are two types of permissions -
Admin permissions - can access all tabs including Snapshots and Reporting
Non-admin permissions - can only access XBerts & Tasks and Activity
Snapshots provide summarized views of important information such as the total balance in bank accounts, incoming cash, unreconciled amounts, etc. Clicking on these tiles will give you a more detailed look at the information.
Reporting shows analytics reports such as financial overview, data quality, client queries etc.
Working in the Client Console
Regardless of your access permissions, you can work from your Client Console on XBerts and Tasks.
CONNECT Users (your accounting firm users) can manage visibility over the tasks and XBerts. You will not have access to this setting and will need to contact them for any changes.
To work on tasks and resolve XBerts, click on an XBert summary to open the Details Tile on the right-hand side of your screen.
These summarised tiles also include the Action bar across the bottom allowing you to:
Change the process of the task
Assign the task to a different user
Change the due date of the task
Check the comments and history of the task
Change the status of the task
