Your Process Status dashboards in XBert CONNECT enable you to track and seamlessly manage your XBerts (risk alerts) and tasks. You can prioritise your day's work, or your team's work, and know the status of each work item.
List View is the default view and resembles a to-do list but is far more powerful. You can open and edit items, complete tasks or resolve XBerts directly within the dashboard and work more efficiently than ever.
Summary View gives you the helicopter view of your clients and the status of each process you've set up in XBert.
To switch between List View (with lines) and Summary View (with dots) select the icon on the right of your screen. The other filters in this section are for Snoozed or Completed (tick) items.
The Reporting Period Selector and filters mean you can drill down your work queue or your team's workload to the level needed and stay on top of any deadlines.
For better workflow management and consistency, in XBert you create Processes for your common workflows, for example, 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.
The reporting period, customisable date range and the filters you choose determine the results list, with an item count for each client or linked organisation in your CONNECT portal.
You can select to sort the results and see Tasks, XBerts or Clients first and you can use Client Search if you have many linked organisations. Click on a column name sorts that column, except Status, where you choose the status you want to filter by.
Your Processes are on the left, select one to filter by that process and see all associated items, then select a client if you wish.
We’ve also added Notifications to this view, so you know when you have unseen notifications for that item.
In the column called Open, select View on an item from the list and it opens within the sidebar on the dashboard. You can make edits, add comments, assign items, resolve an XBert and complete tasks.
In the Link column, selecting View in client takes you to that item within the Client Console. Your Client Console has all that organisations XBERTS & TASKS dashboard, Snapshots, Charts and Activity Feed.
You can also add statuses to the items to help manage prioritisation and workflow or snooze them. From List View, open the item, select the Status action at the bottom and allocate a status of Not Started, In Progress, For Review, Rework or Completed.
When you choose to Snooze an item, it's hidden from your views until the snooze date passes. If needed, you can use the filter to see Snoozed items.
At a glance, Summary View gives a rundown of your process flows and your clients' Xero file health and makes it easy to know which areas require attention and ensure nothing slips through.
Monitor workload and stay on top of deadlines with the Team View dashboard and have quick access to the Client Console.
Your clients are listed along the top with Processes on the left. A grey tick against the process name indicates there are no outstanding items associated with that workflow for the reporting period.
The first row shows the total of items that are overdue across all processes.
A green tick indicates there are 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 items.
By default, clients or organisations are listed across the top 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, so the client with the most overdue items moves to the first column. Clicking again resets back to alphabetical order.
Selecting a process and client shades that row or column for easier tracking.
Hover over the client or organisation name then you can choose either TEAM VIEW or CLIENT CONSOLE
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.