XBert

Turn on Actual Time to record your team's time, choose how start and end times go to XPM, and turn on Capacity.

How To: Activate 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

Record time on a task or XBert from the task itself or the timer, set it as billable or non-billable, and what to do when a task, internal time task…

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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{appName} in 60 seconds

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

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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