XBert CONNECT's range of AI-powered features automate your accounting workflows while you efficiently manage your practice directly from the Process Status and Team View dashboards. You'll never miss a deadline with the Reporting Period Selector and extensive filter options.
If you're working remotely or in the office, you and your team have total visibility over the health of all linked organisations; whether you're a bookkeeping or accounting practice managing clients, the owner of multiple businesses or a member of a finance team.
Use the Reporting Period Selector, customisable date range and filters to plan, prioritise and manage bookkeeping and accounting workflows. The Process Status dashboard gives a complete overview of your clients and processes which makes it easy to track the status of XBerts (risk alerts) and tasks and know which areas require attention.
For better workflow management and consistency, in XBert you create Processes for your common workflows, e.g. Banking, Accounts Payable or Payroll. When you create a task, you allocate it to a Process, and you can also automatically map XBerts to a Process. To learn more, please read Setting up processes and automating XBert mapping in XBert CONNECT.
Monitor workload and stay on top of deadlines with the TEAM VIEW dashboard. Choosing CLIENT CONSOLE gives you quick access to each linked organisation's XBerts, Tasks, Snapshots, Insights and Activity Feed.
Reporting Period Selector
Plan your workday or manage your team using the Reporting Period Selector, custom date range and filters. You can focus on areas that require attention and keep track of team workload and status. Any parameters selected will translate to what you see on the Process Status dashboard. Toggle to view ALL items, or only XBERTS or only TASKS.
The Reporting Period Selector is consistent across your CONNECT portal and all Client Consoles. Choose CLIENT CONSOLE when hovering on each client name for access from the Process Status dashboard.
The Reporting Period tab lists all items and uses the creation date for tasks or transaction dates (alert dates) for XBerts. The Work Due tab lists only those items with a set due date. A red dot against a period means there are outstanding items associated with this period. A green dot means that all items for this period are completed.
The reporting period display defaults to Month view with the current month selected. Select a past or future month as required or use the drop-down to change the period to view All (shows all outstanding items across), Today, Week, Quarter, Annual or a custom date range. Once you've chosen a view, related work period options are displayed at the top, e.g. if you choose Week, you'll have options for Last Week, This Week and Next Week, while choosing Today gives options for Yesterday and Tomorrow. Choosing ALL places the period options along the top.
Customise the date range to focus on a specific period. Either choose Custom from the Reporting Period Selector drop-down or when using ALL view, choose Custom Date on the right.
You'll find filters at the top under the Reporting Period Selector. Use the down arrow icon to open the filter selection. Any filters you’ve selected are listed and highlighted making it easy to know what you’re tracking. When done, select the up arrow icon to hide the filter selection again.
Track everything using your Process Status dashboard
CONNECT’s visual dashboards give you an overview of the status of tasks and XBerts for all clients or linked organisations. Since your unique workflows drive your day, the dashboard design is process-centric and customisable to the ways that you and your team prefer to work.
Your Processes are listed on the left and a grey tick against the process name indicates that there are no outstanding items associated with that workflow. Your clients or linked organisations are listed along the top. The first row shows the total of items that are overdue across all processes. At a glance, you know which services and clients/organisations require attention and you can ensure nothing slips through.
On the dashboard, a green tick within a column indicates no outstanding items for a client for the corresponding process. A grey, outlined number indicates the outstanding items (To Dos) and a shaded, red number indicates overdue items.
Hover over the status indicator for more information - you'll see how many items there are Overdue, To Do or Filed. Select the indicator to be taken to the Client Console's XBERTS & TASKS dashboard to work on those outstanding items.
Use the arrows at the top to scroll through all your clients and organisations for easy monitoring and management, or to find a particular client, use Client Search.
The default listing of clients or organisations across the top is by alphabetical order. You can sort clients according to the current status for each Process. Click the Process name on the left to sort clients into descending order of overdue items for that process, i.e. the client with the most overdue items moves to the first column. Clicking again sorts by ascending order, and clicking a third time resets back to alphabetical order.
Selecting a Process and Client on the Process Status dashboard shades that row or column for easier tracking.
Manage workload with Team View and your Client Consoles
From the Process Status dashboard, hover over the client or organisation name then you can choose either TEAM VIEW or CLIENT CONSOLE
CLIENT CONSOLE takes you through to that client's or organisation’s XBerts, Tasks, Activity Feed and Insights.
TEAM VIEW lists all services and process workflows for that organisation along with the total number of items and items assigned to each team member.
Using the TEAM VIEW board, you can monitor and manage workloads, redistributing tasks as needed.
Filters within the Client Console
When on the XBERTS & TASKS dashboard within a linked organisation, you can toggle to view ALL items, or only XBERTS or only TASKS.
Filters are at the top under the Reporting Period Selector. Use the down arrow icon to open the filter selection. Any filters you’ve selected are listed and highlighted making it easy to know what you’re tracking. Add or remove as many filters as needed. When done, select the up arrow icon to hide the filter selection again.
The MY ITEMS view is for fast filtering of what’s assigned to you.
If you're looking for something in particular, use the SEARCH IN VIEW function for keywords relating to an XBert risk alert like 'Inactive', 'Unreconciled', a supplier or amount as a search term. Delete the term to remove the search.