Features

If an account doesn't have any connected files, the Practice Reports will be empty and no reports will be available. This is not ideal since some reports are essential for QMS - like workflow history and data.

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?!

The ability for relevant emails to be sent directly to & from the task

Currently, a note can only be assigned to one client. It will be helpful if we can assign that to multiple clients without having to copy the note over and over again.

New field to store client name - currently uses the connected accounting file name which may not be the same as the client name that the business uses. A field to store the client name would be useful

It would be good to be able to add a subtask to a task that has been created from a template. This would be handy if a one off task comes up for that fortnight/week.

The ability to bulk action a combination of assigned user due date and status at the same time. rather than have to do it 3 times. so say a job needs rework by junior and you give them 2 days to get it sorted. you want to be able to make that update in XBert quickly, without being worried you've made the changes in the wrong order which result in the task falling off your filtered work view

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

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.

Alow Zapier integration for XBert. Need to scope what data points need to be created.