XBert is the perfect tool for managing your bookkeeping and accounting processes. Your cloud accounting data and attachments are analysed hourly, your data is audited and any anomalies, patterns, errors and duplicates are surfaced. You can create tasks for yourself and your team, and XBert CONNECT users can create Template Tasks with subtasks and steps for their common workflows.
On any task, you can set them to recur if needed and map them to one of your processes set up in XBert. XBerts are automatically mapped to a process, but XBert CONNECT users can change this is you like. Please read, Setting up processes and automating XBert mapping in XBert CONNECT.
On any XBert or task, you can set a due date, assign a team member and add comments.
You can also add statuses to the items to help manage prioritisation and workflow or snooze them. Open the item, select the Status action at the bottom.
You then allocate a status of Not Started, In Progress, For Review, Rework or Completed.
Once allocated, the status is shown on the item.
When you choose to Snooze an item, it's hidden from your dashboards until the snooze date passes. If needed, you can use the filter to see any Snoozed items.