XBert

Making Rules to maximise your email task efficiency on Microsoft Outlook.

Using Microsoft Outlook to Send Emails into XBert as Tasks Automatically

How do outages in Xero or Xero Practice Manager (XPM) impact time entries in XBert, and what are the workarounds?

Easily export work items from your work list or work board.

Export Work Items

Managing WIP for Fixed Fee Jobs Invoiced via Xero

Marsha Galicia

Work Best Practices

XBert.io

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Create your workspace and invite the people you work with.

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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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