Getting Started

How to use XBert

Aaron Wittman avatar Troy Brown avatar Carrie Riessen avatar
41 articles in this collection
Written by Aaron Wittman, Troy Brown, and Carrie Riessen
Daily Management of XBerts

Video: Map Process Automation to your XBerts

Create systems for your team and have full visibility across your process workflow at any given time.
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Written by Carrie Riessen
Updated over a week ago

How To: Create Custom Processes

Advanced users who want to edit the default processes
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Written by Carrie Riessen
Updated over a week ago

Your XBert dashboards

Our Snapshots and Charts are easy to understand and visually engaging.
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Written by Carrie Riessen
Updated over a week ago

Video: Bulk Changes

Bulk actions include due dates, assigning to users and updating or completing the status.
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Written by Carrie Riessen
Updated over a week ago

How to add Xero, MYOB and QuickBooks files

If you are an existing user and you want to add files:
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Written by Carrie Riessen
Updated over a week ago

A MYOB file indicates as connected but no tick

In the Organisations Board your MYOB client is listed but not ticked
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Written by Carrie Riessen
Updated over a week ago

How To: add non-Xero/MYOB client organisations to my workflow?

You can add QuickBooks or other software so that they are included in your workflows
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Written by Carrie Riessen
Updated over a week ago

MYOB Administrator Password issues

MYOB Administrator Password help, support and instructions
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Written by Carrie Riessen
Updated over a week ago

Disconnected Files

You cannot connect and disconnect files from software.
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Written by Carrie Riessen
Updated over a week ago

How To: Turn your emails into tasks

The email subject becomes the Task Name, and any text in the email body becomes the Task Description.
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Written by Carrie Riessen
Updated over a week ago

How To: Delete an organisation

You can remove organisations that you have added
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Written by Carrie Riessen
Updated over a week ago

How To: Invite or add a business to XBert

There is no limit to the number of businesses you can invite.
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Written by Carrie Riessen
Updated over a week ago