XBert

Sunniva Andersen

Getting Started, Sending Receipts and Documents, Chats, Tasks and Notes, Your Settings

In the App

Accept your XBert Capture invitation and get into the app for the first time.

How To: Accept an Invitation to XBert Capture

A tour of XBert Capture: Chats, Documents, Clients, Settings and the + button.

How To: Find Your Way Around XBert Capture (Chats, Documents, Clients, Settings)

Set 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: Use Your PIN and Face ID or Touch ID in XBert Capture

Sign 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.

How To: Sign In to XBert Capture

Accept an invitation, sign in, set up a PIN, and find your way around the app.

1. In the App: Getting Started

Take a photo of a receipt, or pick a file, and send it in from XBert Capture.

How To: Capture Receipts with the XBert Capture App

Find anything you've sent in, check it went through, and open or delete it.

How To: Browse, Search, and Preview Your Uploaded Documents and Images

Photograph or upload a receipt, send it in, and find what's already been sent.

2. In the App: Sending Receipts and Documents

Open your conversations, send messages, photos and files, and reply to, react to, copy or delete messages in XBert Capture.

How To: Use Chats in XBert Capture

Find a conversation by name, or narrow the list to pinned, snoozed, unread or archived.

How To: Search and Filter Your Conversations (Pinned, Snoozed, Unread, Archived) in XBert Capture

Use press-and-hold in the Capture Chats list to pin, snooze (mute), or mark a conversation unread.

How To: Pin, Snooze, or Mark a Conversation Unread in XBert Capture

Use the Archived filter in Capture Chat to open and read completed, read-only conversations.

How To: Read an Archived (Read-Only) Conversation in Capture Chat

Read and reply to messages, send photos and files, and keep on top of what you've been asked for.

3. In the App: Chats, Tasks and Notes

Use Edit Profile in XBert Capture to update your name, phone number and photo.

How To: Update Your Profile and Photo in XBert Capture

Use Capture Settings to turn push and email alerts on or off and set quiet hours.

How To: Manage Push, Email, and Quiet-Hours Notifications in XBert Capture

Change your PIN, manage notifications, update your profile, and sign out.

4. In the App: Your Settings

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