Automation
Boost your team's efficiency with templates and automation.
By Marsha and 5 others6 authors67 articles
- Bookkeeping Standard Processes with XBert Workflow Templates - AU
- How To: Use Bulk Actions on Templates and SchedulesPerform bulk actions across multiple templates and schedules at once.
- 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
- How To: Use Title Tokens in TemplatesBuild template titles that fill in the month, year or frequency automatically when each task is created.
- Overview: Standard TemplatesWhat XBert's standard template set contains, how templates and schedules fit together, and where to find the set for your country.
- 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.
- How To: Update a Title Token After Changing the Start DateRefresh a task's title after you change its start date, so the month or year in the title matches.
- How To: Load the Standard TemplatesHow to add XBert's standard template set to your account from Automation.
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.
- 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 Start Date on an Active ScheduleWhat happens to tasks that already exist when you change the Next Start Date on a schedule that is already running.
- 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 filters.
- 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.
- How To: Delete a Custom XBertFor when you want to delete a Custom XBert permanently.
- How Account Variance is CalculatedWhat Account Variance watches on the Profit and Loss, and how the figure is worked out.
- 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.
- How to: Create a Custom XBertA 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.