Bookkeepers, accountants, financial advisors, franchises, or multiple business owners, can use XBert CONNECT to efficiently manage multiple business organisations, team and process workflow and resolve financial risks - all from the one dashboard!
There are loads of service, process and task management tools plus collaboration features that will improve productivity, streamline workflow and create efficiencies so you can focus on increasing advisory, growing your business, career development or doing what you love most.
Your linked organisations and panel menu
You can access your client or linked organisations using the Organisations drop-down on the right, and you'll find the panel menu next to it. Here's where you can access your Settings for your CONNECT account or process tagging for XBerts and Tasks, Add CONNECT users and control permissions, view your Task Calendar, plus more.
For more information about editing and allocating process tags, please read, Setting up processes and automating XBert mapping in XBert CONNECT
PLEASE NOTE: You should only invite your internal team to your CONNECT account. To collaborate with clients or external teams, you should invite them to the relevant organisation(s) only. They can view snapshots, charts and tasks for that organisation only. Please read, Invite or add users to your XBert team.
Your Organisations dashboard
When you first log in, you will find yourself in the Organisations dashboard with summaries for the critical information for each organisation, including the current risk amount, unreconciled total, outstanding items and number of items assigned to you. Use Search and Filter to help you find what you're looking for, so you can prioritise workflow and resolve the most urgent risks first.
From the dashboard, you can flag an organisation needing urgent attention, assign an organisation to a team member to manage, set a due date, and add comments.
Selecting CLIENT DETAILS takes you to the XBert Review for that organisation with information on the incoming and outgoing cash that XBert is monitoring, plus the Potential Savings amount and the XBert breakdown. You'll see the number of XBert risk alerts, the type of risk, the associated risk amount, the number of resolved XBerts and how much money these resolved XBerts total. We've also calculated your savings as a time measure because we know how important this is to practices and time-poor business owners.
OPEN XBERT takes you to that organisation's account data where you can view all Snapshots, Charts, XBerts, Tasks, and collaboration tools. You resolve XBert alerts from within Xero, which is integrated and easily accessible from each XBert with a direct link to the relevant entry.
There is no limit to the number of organisations you can add to your CONNECT account. You will have to grant XBert access to the cloud accounting software for each organisation*.
*PLEASE NOTE: Currently, XBert integrates with Xero only (MYOB and Quickbooks are coming soon).
Process Status dashboard and Service Breakdown
Using your Process Status dashboard, you can track the XBerts and tasks for all your linked organisations and monitor the status of your service offerings at a glance. You gain oversight of your Xero files and team's workload, manage workload by exception rather than by routine, i.e. knowing there's an issue, and efficiently manage your process and service workflows.
Your Process Status dashboard has columns for each tag related to your service offering or how you want to group items, e.g Urgent, Payroll, Accounts Payable. You see the total number of outstanding XBerts and tasks for each client in the columns. Use the Service Breakdown to manage the workflow related to a particular service or process.
You can create CONNECT-only tasks visible to your CONNECT team only, plus Template Tasks to standardise your service and process workflows and ensure consistency across your client or linked organisations. These Template Tasks can be set to recur daily, weekly, monthly or any timeframe required and are then assigned to linked organisations.
To learn more about process workflows and features available in CONNECT, please read, Use XBert CONNECT's Process Status dashboard, Reporting Period Selector, filters and Team View to efficiently manage workflow
Activity and notifications
All discussion and activity are easily monitored and referenced within XBert. Under ACTIVITY, you will find MY ACTIVITY, ALL ACTIVITY and TEAM CHAT. Notifications also display here. You receive notifications whenever you are assigned an organisation, XBert or task, or are mentioned in TEAM CHAT or in a comment. MY ACTIVITY will display any activity related to you for both CONNECT and linked organisations. In CONNECT, ALL ACTIVITY is a feed for CONNECT activity only, there are separate activity feeds for each organisation as well.