XBert

For tracking time and integrating time with XPM, plus turning on the Capacity Management feature.

Activating the Actual Time & Capacity Feature

Flag how long tasks should take and track how much work time each user has allocated.

How To: Use Estimated Time

Benefits of Using Actual Time and Estimated Time in XBert

Actual Time Report

How to View Actual Time Recorded (Billable Hours Per Client)

Viewing Actual Time Recorded (Billable Hours Per Client)

For easily viewing changes in your clients' files in Xero

Tracking Activity in Your Xero Client Files

How To: Commit Actual Time on a Task or XBert

For setting up a view to easily review your previous time entries.

How To: View Previous Time Entries

Capacity Drill In

Marsha Galicia

Aaron Wittman

Soraya Brown

Time Tracking

XBert.io

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Create your workspace and invite the people you work with.

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

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

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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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