In the App
Getting Started, Sending Receipts and Documents, Chats, Tasks and Notes, Your Settings
By Sunniva1 author12 articles
1. In the App: Getting Started
Accept an invitation, sign in, set up a PIN, and find your way around the app.
- How To: Accept an Invitation to XBert CaptureAccept your XBert Capture invitation and get into the app for the first time.
- How To: Find Your Way Around XBert Capture (Chats, Documents, Clients, Settings)A tour of XBert Capture: Chats, Documents, Clients, Settings and the + button.
- How To: Use Your PIN and Face ID or Touch ID in XBert CaptureSet up your PIN, unlock the app with your PIN, Face ID or Touch ID, change your PIN later, and what to do if you can't get in.
- How To: Sign In to XBert CaptureSign in with your email address and a code, or with Google, Xero or Intuit, choose a business, and fix the most common sign-in problems.
2. In the App: Sending Receipts and Documents
Photograph or upload a receipt, send it in, and find what's already been sent.
3. In the App: Chats, Tasks and Notes
Read and reply to messages, send photos and files, and keep on top of what you've been asked for.
- How To: Use Chats in XBert CaptureOpen your conversations, send messages, photos and files, and reply to, react to, copy or delete messages in XBert Capture.
- How To: Search and Filter Your Conversations (Pinned, Snoozed, Unread, Archived) in XBert CaptureFind a conversation by name, or narrow the list to pinned, snoozed, unread or archived.
- How To: Pin, Snooze, or Mark a Conversation Unread in XBert CaptureUse press-and-hold in the Capture Chats list to pin, snooze (mute), or mark a conversation unread.
- How To: Read an Archived (Read-Only) Conversation in Capture ChatUse the Archived filter in Capture Chat to open and read completed, read-only conversations.
4. In the App: Your Settings
Change your PIN, manage notifications, update your profile, and sign out.