When onboarding a new client file into XBert, it's crucial to follow a structured process to integrate them into your workflow seamlessly.
This guide will walk you through connecting the client file, assessing their health check score, clearing XBerts, allocating roles, and assigning your new client to relevant templates via scheduling.
Add Xero, MYOB and QuickBooks files to XBert, these will sync and be checked by our AI, presenting you with risk alerts that have been found.
Add via your CONNECT Portal
Navigate to the panel menu (hamburger icon) on the top right of the CONNECT Portal.
Select Add Client.
Choose the accounting software of the file/s you wish to connect. Then select 'Grant Access'.
After you've successfully connected your client file/s, the next best step is to check the health check score - this provides an overview of the quality of your client's data.
To easily check the data quality and health check score of your newly added client file/s, you can check via -
On the Clients board, Client Insights will be the default page. On the first column beside the Client's name, you'll see Data Quality -
This score links to the client Health Check report or client Data Quality reports, allowing you to address any issues and improve data accuracy.
Clearing XBert Risk Alerts
In addition to assessing the client's health check score, the second column on the Client Insights page will display the number of XBerts and Potential Risk.
This will help you address potential risks promptly and immediately view XBerts. You can click on the number or XBert icon to view the XBerts for that client in your Workboard.
Once you've clicked through the number of XBerts of a client file, you'll the list of XBerts on your workboard.
You can easily open each XBert up into a more detailed tile display that allows you to see more information, resolve and action the alert.
Please note, that each XBert is different, so it is important to review the information to decide on the best action.
There are two ways to clear or fix XBerts -
Some XBerts may include an Auto Resolve button which will allow you to fix the issue directly in XBert.
When our system finds the issue, it alerts the user and provides a link to the Resolve screen. On this screen, users will find advice on how to fix the flagged issue.
The View Record button takes you straight to the specific area in the ledger where you can find more information or correct the alert that has been found.
Once the items are resolved, click Complete to complete the XBert. The XBert will be marked as resolved the next time our system checks for this alert.
Once an XBert is resolved, it will not appear on your Workboard any longer if the system sees the issue as fixed on the next sync.
For easy assignment and management of your new client's tasks and workflow, you can set a role for your users. There are two kinds of roles - Connect Roles and Client Roles.
Connect Roles
You can easily set a new team member for every one of these roles by simply clicking on the - icon or the icon of a team member who has already been assigned.
Client Roles
You can also designate roles for Client Users.
You can also import XPM Client Roles easily.
Add new or more clients to an existing template and schedule to avoid creating duplicates or new ones.
Go to the template on the Automation tab
Click on View Schedules
Edit the Schedule you've chosen
On the right side, tick the client's name in the list to include them in the schedule. Save to apply changes.
By following these steps, you can efficiently onboard a new client file, ensuring a streamlined experience for both your team and clients.
Don't forget to check out how to build your own Custom XBerts using the new XBert Intelligence AI!