Automation
Boost your team's efficiency with templates and automation
Overview: AutomationA quick guide on how to navigate through the Automation page.
Bookkeeping Standard Processes with XBert Workflow Templates - AU
How To: Create a TemplateFor all your regular recurring workflow tasks
How To: Delete a TemplateFor removing a template and the tasks created form it.
How To: Clone a TemplateTo make a copy of any existing template
Using Tokens in Template TitlesHow to create dynamic template task titles by using our title tokens feature.
Automated Workflow with Free Task Templates from XBert
Bookkeeping Standard Processes with XBert Workflow Templates - US
Bookkeeping Standard Processes with XBert Workflow Templates - GB
Bookkeeping Standard Processes with XBert Workflow Templates - ZA
How to: View Created Tasks from a TemplateEasily view Tasks created by a Template's schedule/s.
Schedule
Turn your templates into recurring tasks by scheduling
How To: Add a ScheduleFor the recurring settings of template tasks.
How To: Edit a ScheduleFor what you can and can't edit on a schedule.
How To: Change the Assignee of the ScheduleFor moving the recurring tasks to another team member.
How To: Turn a Schedule On or OffFor starting or stopping tasks being created from the template.
Adjusting an Existing Schedule and Changing the Start DateThe benefits and issues of adjusting existing schedule dates
How To: Delete a ScheduleFor when you want to stop tasks being created from a template.
How To: Add Clients to an Existing ScheduleFor adding more clients to an existing template and schedule.
How To: Remove Clients from an Existing ScheduleTo stop the recurring template tasks being created for a client.
Updating the Next Reporting Period Start DateThis article outlines the impact of editing the Next Reporting Period Start Date of existing template schedules.
How To: Clone a ScheduleTo make a copy of any existing schedule on your template
Activating the Non-Workday Scheduling FeatureA new feature that allows you to configure non-workday scheduling.
Overview: ProcessesFor organising your teams work in the most efficient way possible.
How To: Add a ProcessFor adding an item to your main menu navigation and filter
How To: Create Custom ProcessesFor users who want to edit the default processes
How To: Change the Order of Your ProcessesFor easily changing the order of your main navigation filter.
How To: Remove a ProcessFor removing an item from your main navigation and filter.
Conditions and ActionsCreate XBert rules per client or across your practice!
How To: Map XBerts to Your ProcessesFor keeping XBerts and Tasks aligned
XBert ConfigurationConfigure your XBert Default Settings
XBert Rules
How To: View Recently Created XBertsEasily view XBerts created over the last 8 weeks.
Advisory XBertsUsing Custom XBerts to build Advisory Services
Custom XBerts Using AIGiving you more control with the XBerts you need.
Custom XBert Frequency & How It WorksFor setting up when your Custom XBerts appear on your work board.
How To: Delete a Custom XbertFor when you want to delete a Custom XBert permanently.
How is Variance Calculated
Sharing Custom XBertsShare your Custom XBerts, making it easier for us to identify valuable setups and potentially make them available for other users.
Attachment LogicThis logic provides a structured approach to processing documents, such as invoices and receipts for Custom XBerts.