Features

If you use the schedule detailed name it gives a clearer overview eg #1 template = supplier batch ABA, schedule name = supplier batch ABA run - client name - fortnightly - to be invoiced; this makes it clear how often it is scheduled and what needs to be paid in the run and that we need to create an invoice. #2 template = payrun processing, schedule name = Payrun processing - client name - EOM loan adjustment - to be invoiced invoice ; #3 template =BAS schedule name = client name quarterly to be invoiced Adding a link would allow client specific SOP to be added to the task

Extend the side bar for better visibility

As an example a staff member's legal first name could be John, but their preferred name is their middle name. This effects the Xero Connection as the leave requests don't pull through to XB.

Sometimes we have tasks that can be done by multiple users - ie, they are all capable but whoever has capacity can do it first. It would be good to have the ability to assign to more than one person. A bit like ApprovalMax workflow where they have "Any 1" approver to approve, but there are multiple approvers who receive it. Does that make sense?!

Build an Outlook extension to manage emails in Outlook directly with XBert and provide easy ways to get XBert information while working in Outlook

Sub lists or sub headings in checklists. Be able to create multiple lists to separate things

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

Hi, I was thinking it would be amazing to have an integration with Microsoft teams. Here is a screenshot of the integration with asana and what it can do for ideas. Thank you.