# XBert Support Center

> Get the smarts to XBert

## Getting Started with XBert

- [Overview: Workflow AI \(Nano plan\)](https://support.xbert.io/en/articles/16637016-overview-workflow-ai-nano-plan.md): What Workflow AI is, who it suits, what it includes, and how it differs from the Manual \(workflow-only\) and Financial AI options.
- [How To: Get Started With XBert](https://support.xbert.io/en/articles/9506124-how-to-get-started-with-xbert.md): Follow these simple steps to get started and make the most out of your XBert experience.
- [Understanding XBert Pricing](https://support.xbert.io/en/articles/5635656-understanding-xbert-pricing.md): How XBert charges - the different client plan options, the per-user fee, and how Financial AI plans are worked out from activity volume.
- [How To: Get Lost or Forgotten Passwords](https://support.xbert.io/en/articles/5770986-how-to-get-lost-or-forgotten-passwords.md): For if you have lost or forgotten your password.
- [How To: Set Up Two-Factor Authentication \(2FA\) on a New Phone](https://support.xbert.io/en/articles/16292109-how-to-set-up-two-factor-authentication-2fa-on-a-new-phone.md): Got a new phone? Here's how to move your XBert two-factor authentication across to it.
- [Can My Client See That Their File Is Connected to XBert?](https://support.xbert.io/en/articles/16303018-can-my-client-see-that-their-file-is-connected-to-xbert.md): Yes. XBert appears in your client's connected apps in Xero. What your client can see, and what stays private in XBert.
- [Where can I get the latest XBert news and contact you?](https://support.xbert.io/en/articles/4293193-where-can-i-get-the-latest-xbert-news-and-contact-you.md)
- [Where can I find your Privacy Policy and Terms and Conditions?](https://support.xbert.io/en/articles/4293217-where-can-i-find-your-privacy-policy-and-terms-and-conditions.md)
- [Which countries does XBert support?](https://support.xbert.io/en/articles/4293214-which-countries-does-xbert-support.md): XBert works anywhere. What changes by country is which tax and business-register checks are available.
- [XBert Troubleshooting](https://support.xbert.io/en/articles/8385052-xbert-troubleshooting.md): The problems people run into most often in XBert, what causes them, and where to go for each.
- [Troubleshooting for XBert Browser Extension Issues](https://support.xbert.io/en/articles/8176409-troubleshooting-for-xbert-browser-extension-issues.md): Troubleshooting for all browsers and fixes specifically for Mozilla Firefox.
- [FAQ: Account Deletion](https://support.xbert.io/en/articles/8894014-faq-account-deletion.md): What happens when you delete your XBert account, how long you have to change your mind, and how to stop it.
- [FAQ: Client and User Deletion](https://support.xbert.io/en/articles/8893991-faq-client-and-user-deletion.md): What happens to your data and your billing when you delete a client or a user.
- [How To: Update the Timezone on Connect Portal](https://support.xbert.io/en/articles/8947468-how-to-update-the-timezone-on-connect-portal.md): How to set your connect portal time zone uniform throughout all users.
- [Can I log into XBert using different sign-in methods?](https://support.xbert.io/en/articles/14056349-can-i-log-into-xbert-using-different-sign-in-methods.md): Understand how sign-in methods work in XBert
- [AU Fast Track Program](https://support.xbert.io/en/articles/6057744-au-fast-track-program.md)
- [UK Fast Track Program](https://support.xbert.io/en/articles/8693138-uk-fast-track-program.md)
- [US Fast Track Program](https://support.xbert.io/en/articles/9334513-us-fast-track-program.md)
- [ZA Fast Track Program](https://support.xbert.io/en/articles/7907825-za-fast-track-program.md)

## Work

- [How To: Assign or Reassign an XBert or Task](https://support.xbert.io/en/articles/16843316-how-to-assign-or-reassign-an-xbert-or-task.md): Assign or reassign work items to a team member or a client user, either one at a time or several at once in bulk.
- [Overview: Bulk Actions](https://support.xbert.io/en/articles/16850761-overview-bulk-actions.md): Update the due date, assignee, status or priority on many work items at once, and where else bulk actions are available.

## Clients

- [Overview: Client Insights](https://support.xbert.io/en/articles/8064686-overview-client-insights.md): At-a-glance health, risk and activity metrics for every connected client
- [How To: Bulk Import Workflow AI Clients](https://support.xbert.io/en/articles/6439939-how-to-bulk-import-workflow-ai-clients.md): Add a batch of Workflow AI clients at once from a CSV, instead of one at a time.
- [How To: Add Workflow-only \(Manual\) Clients](https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-manual-clients.md): So that they can be included in your workflow.
- [Onboarding a Client File](https://support.xbert.io/en/articles/9581401-onboarding-a-client-file.md): A quick guide on how to onboard new client files in XBert.
- [How To: Add a Client to Workflow AI \(Nano\)](https://support.xbert.io/en/articles/16635927-how-to-add-a-client-to-workflow-ai-nano.md): How to move a client onto the Nano plan, whether it is a client you already have or a brand new one, and what happens when you connect a ledger later.
- [How To: Move a Client from Financial AI to Workflow AI](https://support.xbert.io/en/articles/16777639-how-to-move-a-client-from-financial-ai-to-workflow-ai.md): Move a client from Financial AI when you no longer need XBert reading their ledger, and keep the workflow side running on Nano.

## Account Management and Settings

- [Checkout and Billing](https://support.xbert.io/en/articles/5801697-checkout-and-billing.md): What makes up your XBert subscription, how a client's plan is decided, and how to check out and pay.
- [How To: Manage Saved Views as an Admin](https://support.xbert.io/en/articles/13902545-how-to-manage-saved-views-as-an-admin.md): Learn how to access and manage Saved Views created by your team
- [How To: Set Your Notification Preferences](https://support.xbert.io/en/articles/13902542-how-to-set-your-notification-preferences.md): How to control which notifications you receive and how they’re delivered.
- [New Pricing: Notes for Legacy Customers](https://support.xbert.io/en/articles/5890365-new-pricing-notes-for-legacy-customers.md): What's changed and how to add new users and new client files.
- [How to: View Your Invoices](https://support.xbert.io/en/articles/7201399-how-to-view-your-invoices.md): How to view and download your invoice history.
- [How To: Change Date Format](https://support.xbert.io/en/articles/6379216-how-to-change-date-format.md): How to change your date format in XBert.
- [How To: Delete Your XBert Account](https://support.xbert.io/en/articles/5921874-how-to-delete-your-xbert-account.md): How to cancel your XBert subscription and remove your account, what happens to your data and when, and how to reverse it if you change your mind.
- [How To: Activate Fast-Track Quality Sessions Program](https://support.xbert.io/en/articles/8184687-how-to-activate-fast-track-quality-sessions-program.md): Work with our dedicated team to understand and configure XBert to your needs.
- [How To: Edit Your Company Details](https://support.xbert.io/en/articles/8198152-how-to-edit-your-company-details.md): For fixing errors or updating your details.
- [Account Settings](https://support.xbert.io/en/articles/9847489-account-settings.md): Overview of your account's settings
- [Billing and Payment](https://support.xbert.io/en/articles/9847506-billing-and-payment.md): What you can and cannot change from your Billing and Payment page, plus where to find your subscription details and invoices.
- [Users and User Management](https://support.xbert.io/en/articles/9847642-users-and-user-management.md): View and manage your users, edit their permissions and invite new team members.
- [Capacity Management](https://support.xbert.io/en/articles/9848732-capacity-management.md): This feature helps automate team capacity via payroll, enhancing workload planning for better control.
- [Settings](https://support.xbert.io/en/articles/10479632-settings.md): A general overview of the Settings tab.
- [How To: Export Client Information](https://support.xbert.io/en/articles/11595398-how-to-export-client-information.md): Retain client data by exporting your client information before deleting.
- [Understanding Your Notification Preferences](https://support.xbert.io/en/articles/13899244-understanding-your-notification-preferences.md)

## XBerts

- [VAT on the Supplier Document Not Claimed - GB](https://support.xbert.io/en/articles/16760419-vat-on-the-supplier-document-not-claimed-gb.md): XBert reads the VAT printed on the supplier invoice attached to a bill and flags bills keyed with no VAT when the document charges VAT at the standard rate — input tax left off box 4.
- [Director's Loan Account Overdrawn - GB](https://support.xbert.io/en/articles/16760387-director-s-loan-account-overdrawn-gb.md): XBert flags every director's loan account where the director owes the company £1,000 or more — the s.455 tax exposure — with the potential charge, the beneficial-loan threshold and the repayment de...