XBert

A quick guide on how to navigate through the Automation page.

Overview: Automation

Marsha Galicia

Aaron Wittman

Troy Brown

Boost your team's efficiency with templates and automation.

Automation

The templates in XBert's Australian standard set, grouped by area: bookkeeping, BAS, payroll, advisory and reporting, compliance, and admin.

Bookkeeping Standard Processes with XBert Workflow Templates - AU

Perform bulk actions across multiple templates and schedules at once.

How To: Use Bulk Actions on Templates and Schedules

For all your regular recurring workflow tasks

How To: Create a Template

For removing a template and the tasks created form it.

How To: Delete a Template

How To: Clone a Template

Build template titles that fill in the month, year or frequency automatically when each task is created.

How To: Use Title Tokens in Templates

What XBert's standard template set contains, how templates and schedules fit together, and where to find the set for your country.

Overview: Standard Templates

Bookkeeping Standard Processes with XBert Workflow Templates - US

Bookkeeping Standard Processes with XBert Workflow Templates - GB

Bookkeeping Standard Processes with XBert Workflow Templates - ZA

Find every task a template or one of its schedules has created, including tasks you can't see on your work list.

How to: View Created Tasks from a Template

Refresh a task's title after you change its start date, so the month or year in the title matches.

How To: Update a Title Token After Changing the Start Date

How to add XBert's standard template set to your account from Automation.

How To: Load the Standard Templates

AI Support

Template Basics

For the recurring settings of template tasks.

How To: Add a Schedule

Change a schedule's name, assignee, clients, due date or Next Start Date, turn it on or off, copy it or delete it, and what each change does to existing tasks.

How To: Edit a Schedule

Add clients to a template's schedule from the schedule itself or with the Client Wizard, and choose whether they start in the current or next period.

How To: Add Clients to an Existing Schedule

Stop a template's recurring tasks being created for a client, and choose whether to delete the tasks already created for them.

How To: Remove Clients from an Existing Schedule

What happens to tasks that already exist when you change the Next Start Date on a schedule that is already running.

Updating the Next Start Date on an Active Schedule

A new feature that allows you to configure non-workday scheduling.

Activating the Non-Workday Scheduling Feature

Sunniva Andersen

Turn your templates into recurring tasks by scheduling

Schedule

For organising your teams work in the most efficient way possible.

Overview: Processes

For adding an item to your main menu navigation and filter

How To: Add a Process

For users who want to edit the default processes

How To: Create Custom Processes

For easily changing the order of your main navigation filter.

How To: Change the Order of Your Processes

For removing an item from your main navigation and filters.

How To: Remove a Process

Soraya Brown

Processes

Create XBert rules per client or across your practice!

Conditions and Actions

How To: Map XBerts to Your Processes

Change an XBert's settings: which clients it runs for, who it's assigned to, its process, status, due date, priority, auto-complete and risk level, and how to turn it on or…

XBert Configuration

Set XBert to update, assign, snooze or publish XBerts for you when they match the conditions you choose.

XBert Rules

Easily view XBerts created over the last 8 weeks.

How To: View Recently Created XBerts

XBert Automations

For when you want to delete a Custom XBert permanently.

How To: Delete a Custom XBert

What Account Variance watches on the Profit and Loss, and how the figure is worked out.

How Account Variance is Calculated

Share your Custom XBerts, making it easier for us to identify valuable setups and potentially make them available for other users.

Sharing Custom XBerts

This logic provides a structured approach to processing documents, such as invoices and receipts for Custom XBerts.

Attachment Logic

A step-by-step guide to creating a Custom XBert: describe what you want to check, let XI build and test it, then start running it across your clients.

How to: Create a Custom XBert

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 Area to help solve account movement Questions

Account Variance

For leveraging these alerts and effectively managing bank accounts.

Bank Account

Budgets

Bank Account Transactions

Tracking Categories

For timely tracking and management of orders, maintaining optimal inventory levels, and addressing any discrepancies or issues promptly.

Purchase Order

Quote

To give you alerts about a current employee's status, leave applications, leave balances, etc.

Employee

Proactively monitoring invoices plays a pivotal role in the financial operations of your business.

Invoices

Improving the overall financial health and function of your business.

Journal Transaction

Set up alerts for various bill-related activities.

Bill

To capture any current employee's payroll data, including earnings, taxes, and other financial details.

Employee Pay

For monitoring accounts whether Equities, Assets or Liabilities.

Balance Sheet

For keeping detailed records of transactions with each contact.

Contacts

Explore the significance of profit and loss analysis in optimising financial performance and enhancing business profitability.

Profit and Loss

Bank Feed Line

Handle business management, tax reporting, and financial tracking.

Organisation

Track, manage, and monitor task activity, assignment, and completion, as well as relevant time tracking and client details.

Work

Fixed Asset

Budget Adherence

Xero Practice Manager (XPM)

Data Areas and their Objects and Properties

Data Areas

We've extended XBert Intelligence and custom XBert capabilities, bringing you in-depth practice insights and powerful analytics.

Overview: XBert Intelligence

Automation Best Practices

XBert.io

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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