XBert CONNECT allows you to efficiently manage as many business organisations as you need - all from the one dashboard!
At a glance, you'll know if your clients' finances, or your own, are on track with the real-time visibility you always wanted.
Improve productivity and stay and up-to-date with full access to all of XBert's task management tools, that will help streamline workflow, enhance collaboration with your team, and increase your profits.
XBert CONNECT is perfect for bookkeepers, accountants, and business owners who need to stay on top of multiple businesses. You can invite your internal team to your CONNECT account and they will have access to all business organisations you link to your account. To collaborate with clients or external teams, you should invite them from within the relevant organisation. That way, they can view the XBert alerts, snapshots, charts and tasks for this organisation only.
There is no limit to the number of organisations you can add to your CONNECT account. It only takes a few minutes to sign up and add your first business organisation. Once your accounting data has synced and XBert completes the analysis, you'll know what risks have been found and how to resolve them.
You will have to grant XBert access to the cloud accounting software for each organisation that you load*. As you load more organisations, they will appear on your CONNECT dashboard. There is no additional fee for CONNECT, you pay per organisation on a tiered pricing structure.
*PLEASE NOTE: Currently, XBert integrates with Xero only (MYOB and Quickbooks are coming soon), is based on Australian tax rates and connects with the Australian Business Register. Tax and GST Snapshots and some XBert risk alerts related to contacts will not be relevant if you are operating outside Australia, but you can enjoy using all the other features in the meantime.
Step 1. To create an XBert CONNECT account, use this link to sign up with your name, email and enter a password.
Step 2. On the next screen, select CREATE MULTI CONNECT PORTAL.
Step 3. Enter the details for your CONNECT account with the managing business, commonly this is your bookkeeping, accounting, or consultancy firm, or a parent company. Tell us your role within this managing business.
Step 4. As a CONNECT account partner, when your clients or team log into XBert, they will be welcomed with your business name and logo. You can upload your business logo at this time, or skip this for now. When you are ready, use the Business Settings tab on the Settings drop-down panel on the far right of the dashboard to upload your logo.
Step 5. XBert is all about collaboration. Invite your colleagues, clients, fellow business owners, finance group, or advisors to your CONNECT team. They will be sent an email explaining that you have invited them and with instructions on how to join. Anyone invited to your CONNECT team will be able to access all organisations in your account including XBert alerts, snapshots, chars, and tasks.
If you prefer, you can skip this for now, and when you are ready, use the CONNECT Users tab on the Settings panel to add your team.
Fill in their details and select ADD USER.
Next, decide if you want the team member to have administrator permissions. Administrators see all financial Snapshots and Charts and can edit Business and User settings.
The default setting (green ADMIN) is to allow administrator permissions. Click on this to give the team member user permissions only.
There is no limit to the number of team members you can invite to your XBert CONNECT account.
When completed, you will see the below confirmation message. Each user invited will be sent an email explaining that they have been invited and instructions on how to join. If the user hasn't accepted the invite within seven days, you will need to invite them again.
Step 6. Add your first business organisation to your CONNECT account. You'll need to confirm your role in relation to the organisation, and also indicate who will pay for the organisation's subscription. Billing will not start until after the free trial ends.
There are two options, you will manage the organisation's subscription and enter the payment details, or somebody else, e.g. a client will pay.
Step 7. You'll be prompted to sync your cloud accounting software (currently, XBert only integrates with Xero using Australian tax rates). Then click on the GRANT ACCESS button, which will take you to your software provider's site to allow XBert the authority to read and analyse your data.
Step 8. Select the organisation, if you have multiple, that you want to integrate with XBert and click the 'Allow access' button.
That organisation will load on your CONNECT dashboard. You'll see the critical information for each organisation such as number of XBerts and the associated risk amount, unreconciled amount, year-to-date profit and the XBerts and tasks assigned to you.
Step 9. Go to the Invite Organisation tab on the Settings panel to add subsequent organisations to your CONNECT account.
Step 10. Use the XBert CONNECT dashboard to prioritise workflow by using search and filters. You can also order your XBert organisations by risk amount, due date, unread notifications, and assigned tasks.
Assign a team member to an organisation, and you can set a due date, flag as urgent and create CONNECT-only tasks.
CLIENT DETAILS will display the XBert Review for that organisation including the monitored incoming and outgoing cash amounts, the savings XBert has detected, and a breakdown of risks and the associated amounts. You'll also be able to calculate the time you've saved using XBert.
OPEN XBERT will take you to the organisation's XBert account where you can see XBerts and tasks, snapshots, charts, and also invite users. If you're an administrator, update and change business settings and user permissions.
By enabling the Search and Filter option, you can toggle the status view to show ALL items, just XBERTS or just TASKS. Search for a client, select a date range or filter by tags or the organisation assignee. The date range filter relates to a due date or creation date for a task, or the Xero transaction date for an XBert.
CONNECT's PROCESS STATUS DASHBOARD
XBerts and tasks use process tags, allowing greater control over how you work and more customisation. Use tagging to group your XBerts and tasks, e.g. GST or Urgent.
The PROCESS STATUS dashboard gives you a better way to manage and prioritise your workflow.
Read more here.
VISIBILITY SETTINGS FOR NON-CONNECT USERS
If you've invited clients such as the business owner, manager or finance team to an organisation's XBert account and not your CONNECT account, by default, they will only see the XBerts and tasks assigned to them or the tasks they created.
Those you've invited to your CONNECT account, i.e. your internal team, see all XBerts and tasks for all linked organisations.
For non-CONNECT users, this ensures everything is kept clear and uncluttered for your clients. They see only the relevant XBerts or those requiring action by them. They won't see XBerts you want to manage and resolve internally, e.g. potential duplicate contacts and account coding discrepancies.