XBert

For notifications within Xero and for making tasks from websites.

How To: Use the XBert Browser Extension

Bulk action or update any work item, XBert, template, schedule or client group.

Bulk Changes

For easily forwarding in emails to become tasks or notes.

How To: Email in a Task or a Note

For adding additional Statuses and auto-assigning to roles

How To: Add Your Custom Statuses

For adding additional information to email tasks.

How To: Update an Email Task

For adding email threads to XBerts or tasks.

How To: Link an Email to an XBert or Task

Marsha Galicia

Soraya Brown

Other Workflow Features

XBert.io

Find answers and get help from Intercom Support and Community Experts

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