XBert links each task and XBert to an XPM job task automatically, so the time your team commits goes to the right job in Xero Practice Manager (XPM).
Sometimes it links to the wrong job. This often happens at the end of the financial year, when new jobs with the same name open for the next year. You can change the link on the task yourself.
Change the XPM job a task is linked to
Open the task or XBert.
In the action bar, click the clock icon (Actual Time).
Under XPM Link, click Remove to unlink the current job.
Under XPM Link, pick the job from Select XPM Job.
Pick the job task from Select XPM Job Task.
Click Update.
đĄ Task not linked yet?
XBert may show Apply suggested XPM Link with a job and job task. Click it to fill them in, then click Update.
Remove the link
Under XPM Link, with the current job and job task showing, click Remove. The task is then no longer linked to any XPM job.
â ď¸ Time already sent to XPM stays where it is
Changing the link only affects time sent after the change. Make sure the team members who commit time on this task are assigned to the new job in XPM, or their time won't be sent.
â ď¸ You can't link to a completed job
You can't pick a job that's completed or cancelled in XPM, or a job task that's completed. Reopen it in XPM first, or choose an active one.
Why a task isn't linking to XPM automatically
XBert only links a task to an XPM job task when it can find exactly one match. If anything below applies, it leaves the task unlinked rather than guess.
Reason | How to fix it |
Automatic linking is turned off | In Settings > Integrations, under Xero Practice Manager, turn on Automatically link XBerts/Tasks to XPM Job Tasks |
XPM is disconnected | Reconnect Xero Practice Manager in Settings > Integrations |
The task has no process | Give the task a process |
The process isn't linked to an XPM task | Click Link Processes in the XPM settings, and set the XPM Task Mapping for that process |
The XBert client isn't linked to an XPM client, or is linked to the wrong one | Click Link Clients in the XPM settings, and check the client is linked to the right XPM client |
The job is completed or cancelled in XPM | XBert only looks at current jobs. Reopen the job in XPM, or create the new job |
The job task is completed in XPM | Reopen the job task in XPM |
The task's start date is outside the job's dates | The task's start date must fall between the job's Start Date and Due Date in XPM. Change the job's dates in XPM, or the task's start date |
The job doesn't have the job task for this process | Add that task to the job in XPM |
More than one active job has the same job task | If two or more current jobs for that client have the same job task and both cover the task's start date, XBert can't tell which one is right. Complete the old job in XPM, or link the task yourself |
Someone removed the link on this task before | XBert won't link it automatically again. Link it yourself using the steps above |
đĄ Using one job with a task for each period?
If a job has the same task more than once with the period in the name, for example BAS - May and BAS - June, XBert uses the task's start date to pick the right one.
â ď¸ End of financial / calendar year
When you open next year's jobs, make sure last year's jobs are completed in XPM. If both years are still active and their dates overlap, tasks won't link.
Setting up XPM job linking for the first time?
For step-by-step instructions on turning on automatic linking and linking your clients and processes to XPM: đ Read more here: Configuring Xero Practice Manager Job Linking
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io