XBert's email integration allows you to create an XBert task to tackle later as soon as it comes to mind. That task will be there waiting for you the next time you log in, either within an organisation's XBERTS & TASKS dashboard, or in your CONNECT portal's TASKS board.
Using tasks in XBert makes managing your bookkeeping or accounting clients, your books, your team, and your workflow a breeze – even on the go!
If you have a single business subscription, you will find your unique email address under the organisation's Business Settings.
Click on the email address to copy it, or highlight it and copy.
For XBert CONNECT accounts, you will find the email address in CONNECT Settings. You have two options for creating tasks. To create a task that appears in your CONNECT portal, simply send an email using your unique address. To create a task within a Client Console or linked organisation, you'll need to add the client name as a tag.
Creating a task from an email
Using your linked XBert email account, forward an email or write a new email and add the copied email address in the 'To' field. Email integration will not work from an email account you don't use with XBert.
The email subject becomes the task name, and any text in the email body becomes the task description.
It's a good idea to save the XBert automated task email address as a contact, such as XBert – ACME Pty Ltd, to make it easier for the next time.
If you want, you can include some smart tags:
client: To add the task to a client or linked organisation* CONNECT only.
due: To set a due date in day/month/year format
assign: To assign a team member (using the email address linked to XBert).
tag: To allocate the task to one of your Processes set up within XBert.
When including smart tags for a task, it is important to follow the format guidelines, e.g. dd/mm/yyyy for dates and use the correct team member emails, client names and Process spelling. When in an email, the smart tags should resemble the image below.
For CONNECT users, if you do forget to include the client tag, don't worry because the task will appear within your CONNECT portal and you can
XBert syncs hourly, close to the hour. After the next sync, you will see the task appear on the on an organisation's XBERTS & TASKS dashboard, or within your CONNECT portal.