Custom XBerts
By Marsha and 2 others3 authors32 articles
- How To: Delete a Custom XBertFor when you want to delete a Custom XBert permanently.
- How Account Variance is CalculatedWhat Account Variance watches on the Profit and Loss, and how the figure is worked out.
- 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.
- How to: Create a Custom XBertA step-by-step guide to creating a Custom XBert: describe what you want to check, let XI build and test it, then start running it across your clients.
Data Areas
Data Areas and their Objects and Properties
- Profit and Loss (Cash)How to build Custom XBerts on the cash-basis Profit and Loss - net profit, gross margin, expense ratios and month-on-month movements, computed on a cash basis (the counterpart to the…
- Chart of AccountsHow to build Custom XBerts on the Chart of Accounts data area - policing account configuration: watchlisted accounts still active, revenue/expense accounts missing a tax type, bank-account currency, suspense/clearing accounts…
- Trial BalanceThe Trial Balance is an account-level, point-in-time snapshot of each ledger account's debit and credit balances on an accrual basis, supporting reconciliations, suspense-account watches, period-close checks and year-on-year movement alerts.
- Transaction ActivityA per-client, per-calendar-month count of every transaction type created from the ledger, used to alert on a client's monthly transaction volume.
- User ActivityA Custom XBert data area that returns one row per ledger history event - who did what and when - across every transactional record, joined to the Xero user who…
- Payment BatchHow to build Custom XBerts on the Payment Batch data area to validate accounts payable batch payment runs, reconcile header totals against line amounts, and check source and destination accounts.
- 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
- 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.
- Fixed AssetCustom XBert - Fixed Asset
- Budget AdherenceCustom XBert for Budget Adherence
- Xero Practice Manager (XPM)Custom XBert for XPM