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