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New (66)
Improvement (118)
Fix (6)
Chargeout rates for staff
Ability to put chargeout rates for staff on time committed on XBert.
0
1
XPM Integration - Timesheet Notes
When separate time entries are created under different jobs in Xbert, but mapped to the same billing area in XPM, the timesheet notes are all merged into the first time from that day's entry in XPM. This makes it difficult to know which time entries relate to what note when preparing bills in XPM and choosing which time to write off.
0
1
New two column navigation
New navigation that allows viewing of the task and the actions side by side. This also allows for the new XI (AI) to be able to work along side the task, providing the way forward for automating the work while on the work.
2
·
in progress
2
Like button in comments
It would be good to be able to like a comment so that if someone tags you, you can simply "like" the comment so that they know you have acknowledged, rather than having to tag them back with, for example, "thanks" or "will do".
1
·
under review
3
Ability to add notes on checklist tasks
I know that there is a description field for tasks but it would be great if we could have notes on sub tasks to identify where we are up to or what is holding up that particular subtask.
10
·
under review
15
Ability to mark activity notifications as unread
Ability to mark activity notifications as unread after they've been marked read or once you've viewed the task/mention.
0
2
Archive
Archive all timesheets for a client, produce reports, and create a note to be accessed and or downloaded for clients that are no longer clients
1
·
planned
12
Bulk Delete/Remove Clients from Template Schedules
Would be great to be able to bulk delete a client from Template Schedules - currently, if we are no longer working with a client, we have to go into each template and schedule to remove the client from the template/schedule. Would be handy to have the ability to do this in bulk
1
3
Users that are no longer part of the organisation
Users that were removed for the organisation are only labeled as "unknown users". Along the track, we may need to review comments on a job and there may be multiple users that will come and go. It could possibly be a good idea if their names don't get removed even if access is removed so that we can still identify who left the comment or time entry in a task as this may be a relevant information in the future.
0
2
Send emails to clients from XBert
The ability to send emails from within XBert and directly to the client for client communication
0
5
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