All Collections
Automation
Boost your team's efficiency with templates and automation
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
Schedule
Turn your templates into recurring tasks by scheduling
Video: Templates & SchedulesFind out how you can make your workflow simple and easy to track for any client at any time, using XBert's Templates and Schedules.
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.
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 Created Tasks from a TemplateEasily view Tasks created by a Template's schedule/s.
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.
Bank Statement Transaction XBertFor monitoring unusual transactions.
Journal Transaction XBertImproving the overall financial health and function of your business.
Profit and Loss XBertExplore the significance of profit and loss analysis in optimizing financial performance and enhancing business profitability.
Custom XBert Frequency & How It WorksFor setting up when your Custom XBerts appear on your work board.
Bank Account XBertFor leveraging these alerts and effectively managing bank accounts.
Contacts XBertFor keeping detailed records of transactions with each contact.
Invoices XBertProactively monitoring invoices plays a pivotal role in the financial operations of your business.
Custom XBerts Objects and PropertiesAn overview of Custom XBerts' objects and key properties tailored for your important advisory alerts.
How To: Delete a Custom XbertFor when you want to delete a Custom XBert permanently.