By Aaron and 2 others3 authors11 articles
Advisory XBertsUsing Custom XBerts to build Advisory Services
Custom XBerts Using AIGiving you more control with the XBerts you need.
Bank Statement Transaction XBertFor monitoring unusual transactions.
Journal Transaction XBertImproving the overall financial health and function of your business.
Profit and Loss XBertExplore the significance of profit and loss analysis in optimizing financial performance and enhancing business profitability.
Custom XBert Frequency & How It WorksFor setting up when your Custom XBerts appear on your work board.
Bank Account XBertFor leveraging these alerts and effectively managing bank accounts.
Contacts XBertFor keeping detailed records of transactions with each contact.
Invoices XBertProactively monitoring invoices plays a pivotal role in the financial operations of your business.
Custom XBerts Objects and PropertiesAn overview of Custom XBerts' objects and key properties tailored for your important advisory alerts.
How To: Delete a Custom XbertFor when you want to delete a Custom XBert permanently.