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Work
Learn everything about workflow and AI data quality automation
Workflow
Learn everything you need to know to streamline your team's workflow
Expert Business Alerts (XBerts)
Let XBert's AI data quality feature find issues and help you resolve them
How to: Bulk Action XBerts as CompleteUse Bulk Actions to mark XBerts as Complete and remove them off your Work board.
Business Registration Number and GST/VAT XBertsHow XBert checks the Business Registration Number for registration
How To: See What XBerts are Due This MonthSo your team can focus on new and existing XBerts each month.
Overview: XBertsTo help you understand and resolve XBert alerts.
How To: Resolve an XBertFor exploring and resolving the issue that have been found.
Auto-ResolveWhat is Auto Resolve and how do I use the Auto-Resolve function?
Overview: ResolveAllowing users to manually resolve XBerts if we are not able to auto-resolve this issue due to restrictions that don't let us achieve this.
How To: Complete an XBertFor updating the status of the XBert when you've finished working on it.
Video: Complete an XBertWatch and learn how to complete an XBert
How To: Update the Status of an XBertFor easy visibility of where your XBert is up to.
How To: Move an XBert to Another ProcessFor moving an XBert on the Work board to another Process.
How to: See Completed XBertsView completed XBerts to see an audit trail of everything that has been completed
Practice XBerts
How To: Edit the Due Date of an XBertFor changing the Due Date of an XBert
Sync Your Accounting Software FilesFor connecting Xero, MYOB and QuickBooks files to XBert for auditing.