All Collections
Clients
Engage with your clients, collect information and provide valuable insights.
Disconnecting Client FilesFor deleting your Client files or making them Workflow-only Clients.
Client Area
All the info for our new and improved Client Area
Redesigning Client Management for Increased Efficiency and Profitability: A Look at the Updated Client AreaEmpowering you to make informed decisions and enhance the efficiency and profitability of your firm.
Overview: Client InsightsA powerful addition to the Client Area, providing you with quick snapshots to understand your firm's setup, efficiency, and client activity.
Overview: Client ConnectionsSimplifying the management and configuration of your accounting software integrations.
Overview: Client PlansAll details for your clients' plans in one place.
Overview: Client SettingsFor viewing and managing settings for your Client files.
Overview: RolesTo streamline role management, we have introduced a separate Roles tab.
Add Clients and Sync Accounting Files
Add your clients by connecting their accounting files
How To: Add Client FilesFor adding new Xero, MYOB and QBO files to Audit and Workflow
MYOB Administrator Password issuesMYOB Administrator Password help, support and instructions
Bulk Import ClientsConnect multiple clients at once
Syncing a Non-Connected ClientFor upgrading a non-connected workflow only client to a workflow and audit client.
How To: Add Workflow-only ClientsSo that they can be included in your workflow.
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: Remove a Client File You're Paying ForTo remove or delete client files from your payment plan.
How To: Delete a ClientYou can remove accounting software and non-connected clients from your XBert.
Client Console
Assign tasks and collaborate effortlessly with your clients
How To: Assign RolesFor easy assignment and management of your tasks and workflow
Client Communication via the Client ConsoleFor communicating with your client via XBert
How To: Use Client View to See Work Allocated Across ClientsFor seeing the work by client
How To: Manage Client User XBert and Task VisibilityFor selecting what you want the client to have visibility of when using XBert.
Setting Up the Client Contact RoleFor recurring tasks to be easily set to your clients.
How To: Assign a Recurring Task to a ClientFor setting recurring tasks that are assigned to the client user.
Assigning an Email Task to a ClientFor your clients to complete tasks within XBert.
Inviting Your Clients to Your XBert Client ConsoleHow to invite your clients, user permissions and settings
Client ReportsFor quick visibility to the overall health and status of the clients file.
How To: Access a Client ConsoleFor accessing an individual client's key database information
Overview: The Client ConsoleFor each client there is an individual client console
Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.
MYOB Client Files LockedSome MYOB Files may be locked when uploaded
Client RolesWhere is everyone?
How To: Rename a Workflow-only Client
Monitoring User Login ActivityTo monitor your team's and clients' activity on XBert.
Client Console - Client's PerspectiveHelping clients understand the client console and its capabilities.