XBert

Marsha Galicia

Boost your team's efficiency with templates and automation

Automation

Custom XBerts

How to build Custom XBerts on the cash-basis Profit and Loss - net profit, gross margin, expense ratios and month-on-month movements, computed on a cash basis (the counterpart to the…

Profit and Loss (Cash)

How to build Custom XBerts on the Chart of Accounts data area - policing account configuration: watchlisted accounts still active, revenue/expense accounts missing a tax type, bank-account currency, suspense/clearing accounts…

Chart of Accounts

The Trial Balance is an account-level, point-in-time snapshot of each ledger account's debit and credit balances on an accrual basis, supporting reconciliations, suspense-account watches, period-close checks and year-on-year movement alerts.

Trial Balance

A per-client, per-calendar-month count of every transaction type created from the ledger, used to alert on a client's monthly transaction volume.

Transaction Activity

A Custom XBert data area that returns one row per ledger history event - who did what and when - across every transactional record, joined to the Xero user who…

User Activity

How to build Custom XBerts on the Payment Batch data area to validate accounts payable batch payment runs, reconcile header totals against line amounts, and check source and destination accounts.

Payment Batch

Data Areas and their Objects and Properties

Data Areas

XBert.io

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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