Clients
Engage with your clients, collect information and provide valuable insights.
By AI Support and 3 others4 authors36 articles
Client Area
All the info for our new and improved Client Area
- Overview: Client InsightsAt-a-glance health, risk and activity metrics for every connected client
- Overview: Client RolesTo streamline role management, we have introduced a separate Roles tab.
- Overview: Client SettingsFor viewing and managing settings for your Client files.
- Overview: Client ConnectionsSimplifying the management and configuration of your accounting software integrations.
- Overview: Client PlansYour Client Plans page - what each column means and what you can do from it.
- Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.
- How To: Bulk Manage Client GroupsLearn how to use Bulk Manage Client Groups to add or remove multiple clients at once.
Add Clients and Sync Accounting Files
Add your clients by connecting their accounting files
- How To: Add Client FilesHow to connect a client's accounting ledger to XBert, and what to do if the client doesn't have one.
- How To: Rename a ClientGive any client a custom display name in XBert.
- Overview: How XBert Syncs Your Client DataHow automatic syncing works, the Clients Sync page, manual syncs, and why sync frequency is limited by accounting providers.
- How To: Manually Sync a ClientTrigger an on-demand sync for a client from the Clients Sync page, and understand the shared daily sync allowance.
- How To: Add Workflow-only (Manual) ClientsSo that they can be included in your workflow.
- How To: Delete a ClientYou can remove accounting software and non-connected clients from your XBert.
- Adding a QuickBooks ClientFor adding new QuickBooks files to Audit and Workflow
- Onboarding a Client FileA quick guide on how to onboard new client files in XBert.
- Adding a Xero ClientFor adding new Xero files to Audit and Workflow
- How To: Add a Client to Workflow AI (Nano)How to move a client onto the Nano plan, whether it is a client you already have or a brand new one, and what happens when you connect a ledger…
Client Console
Assign tasks and collaborate effortlessly with your clients
- Getting Started: Client Console (For Clients)How to sign up, understand your permissions, and start working in your Client Console
- Overview: The Client ConsoleA guide to accessing, navigating, and managing the Client Console
- Client Communication via the Client ConsoleFor communicating with your client via XBert
- Inviting Your Clients to Your XBert Client ConsoleHow to invite your clients, user permissions and settings
- How To: Access a Client ConsoleFor accessing an individual client's key database information
- How To: Assign a Recurring Task to a ClientFor setting recurring tasks that are assigned to the client user.
- How To: Manage Client Users XBert and Task Visibility in the Client ConsoleFor controlling what your clients can see when they log in to the Client Console
- Client Console ReportsFor quick visibility to the overall health and status of the clients file.
- How To: Assign a Client Role to a Client UserSet up a Client User, then assign them a Client Role on the Clients > Client Roles page.
- MYOB Client Files LockedSome MYOB Files may be locked when uploaded
- MYOB Administrator Password IssuesMYOB Administrator Password help, support and instructions
- Client Console - Client's PerspectiveHelping you understand the client user's perspective of their console and its capabilities.
- Assigning an Email Task to a ClientFor your clients to complete tasks within XBert.
- Reconnecting Files with New Xero PermissionsWhen we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features.
- How To: Unlock a FileWhy a client file locks, what happens while it is locked, and how to unlock it.
- Bulk Actions on Client RolesFor when you want to assign/reassign roles to multiple clients in bulk.
- Troubleshooting Payroll IssuesTroubleshooting steps for payroll connection issues
- How To: Use the Client WizardUse the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups
- How To: Move a Client from Financial AI to Workflow AIMove a client from Financial AI when you no longer need XBert reading their ledger, and keep the workflow side running on Nano.