Workflow Foundations
Everything about your team's work in XBert: tasks and workflow, XBerts, and tips to get the most out of it.
By Soraya and 4 others5 authors86 articles
Work
Manage your team's day-to-day work: tasks, priorities, team members, time tracking, and the Task List and work boards you work from.
- Work ViewSee and organise your work: the Task List, the work boards, Time Flow, Client Overview and Actual Time, plus filters, saved views and date ranges.8 articles
- Task Management18 articles
- Priority Board6 articles
- Managing Team Members9 articles
- Time Tracking9 articles
- Other Workflow Features7 articles
Expert Business Alerts (XBerts)
Let XBert's AI data quality feature find issues and help you resolve them
- XBert for New Zealand: the NZBN register & NZ-specific XBertsHow XBert uses the New Zealand Business Number (NZBN) register, the New-Zealand-specific XBerts, and how they sit alongside XBert's global checks.
- Overview: Business Registration Number and GST/VAT XBertsHow XBert finds a business's ABN, VAT or GST number, checks it against the official register, and what it raises when something looks wrong.
- 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.
- 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
- 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.
- Using Microsoft Outlook to Send Emails into XBert as Tasks AutomaticallyMaking Rules to maximise your email task efficiency on Microsoft Outlook.
- How do outages in Xero or Xero Practice Manager (XPM) impact time entries in XBert, and what are the workarounds?
- Export Work ItemsEasily export work items from your work list or work board.
- Managing WIP for Fixed Fee Jobs Invoiced via Xero
Notes
Store important client information and files.
- Overview: Client NotesSet up Note Topics and Note Link Tags, create a client note, and link it to a template so it appears on the client's tasks.
- Notes Version - History and RestoreA guide to tracking changes and restoring previous versions using Notes Version History
- How To: Add Note Link TagsFor tags that link your notes to your tasks.
- How To: View a Note by TopicFor searching your notes within a similar topic
- How To: Edit a NoteFor updating an existing Client Note.
- How To: Delete a NoteFor removing no longer needed client notes from the system.
- How To: Make Your Note PublicFor making a note that your team can see, access and edit.
- How To: Create a Task From a Client NoteFor making tasks from your Client Notes.