Custom XBerts
Advisory XBertsUsing Custom XBerts to build Advisory Services
Custom XBerts Using AIGiving you more control with the XBerts you need.
Custom XBert Frequency & How It WorksFor setting up when your Custom XBerts appear on your work board.
How To: Delete a Custom XbertFor when you want to delete a Custom XBert permanently.
How is Variance Calculated
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.
Data Areas
Data Areas and their Objects and Properties
Account VarianceData Area to help solve account movement Questions
Bank AccountFor leveraging these alerts and effectively managing bank accounts.
Budgets
Bank Account Transactions
Tracking Categories
Purchase OrderFor timely tracking and management of orders, maintaining optimal inventory levels, and addressing any discrepancies or issues promptly.
Quote
Bank Statement Transaction
EmployeeTo give you alerts about a current employee's status, leave applications, leave balances, etc.
InvoicesProactively monitoring invoices plays a pivotal role in the financial operations of your business.
Journal TransactionImproving the overall financial health and function of your business.
BillSet up alerts for various bill-related activities.
Employee PayTo capture any current employee's payroll data, including earnings, taxes, and other financial details.
Balance SheetFor monitoring accounts whether Equities, Assets or Liabilities.
ContactsFor keeping detailed records of transactions with each contact.
Profit and LossExplore the significance of profit and loss analysis in optimising financial performance and enhancing business profitability.
Bank Feed LineFor monitoring unusual transactions.
OrganisationHandle business management, tax reporting, and financial tracking.
WorkTrack, manage, and monitor task activity, assignment, and completion, as well as relevant time tracking and client details.