Clients
Engage with your clients, collect information and provide valuable insights.
By AI Support and 3 others4 authors35 articles
Client Area
All the info for our new and improved Client Area
Overview: Client InsightsEmpowering you to make informed decisions and enhance the efficiency and profitability of your firm.
Overview: 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 PlansAll details for your clients' plans in one place.
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 FilesFor adding new Xero, MYOB and QuickBooks files to Audit and Workflow
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.
How To: Rename a Workflow-only Client
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: Use the Client WizardUse the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups
Client Console
Assign tasks and collaborate effortlessly with your clients
Getting Started with Your ConsoleHelping client users understand their client console and its capabilities.
Overview: The Client ConsoleFor each client there is an individual 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 User XBert and Task VisibilityFor selecting what you want the client to have visibility of when using XBert.
Client Console ReportsFor quick visibility to the overall health and status of the clients file.
Client RolesWhere is everyone?
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.
Disconnecting Client FilesFor deleting your Client files or making them Workflow-only Clients.
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 FileFor files that have exceeded their existing plan.
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