Features

Would be great if Xbert data plan pricing could be based on number of clients linked eg up to 10 clients $X, up to 25 $X, up to 50 $X, up to 100 $X, > 100 $X per client > 250 contact us for partner discount. Currently pricing based on number of transactions. We can have a 'small' client but due to the way they have been set up / systems linked to there are a significant number of transactions. Discounted price for first three / six months when upgrading to data plans would be even better!

Currently client name / task type is in very small writing along top of task & template name in Bold - could this be the other way round? Or even, client name auto added to end of template name when it appears on work list / board

Create our own Note Templates - I need to changes them for each client. I want to be able to set up my own template and apply it to my clients as needed.

Request for an enhancement to Schedule Frequency options so that tasks can be scheduled every X weeks on a specific day of the week (e.g., every 4th Tuesday), with matching start and due dates. Currently, XBert supports: * Weekly recurrence - fixed day of the week (Monday, Tuesday, etc.) * Monthly recurrence - fixed date of the month (1st, 2nd, etc.) This would allow for more flexible scheduling patterns, particularly for tasks that have recurrence patterns longer than one week but shorter than a month, while keeping task dates consistent. See attached photo as an example.

The ability to bulk assign multiple clients to client groups.

Ability to connect note link tags to adhoc tasks that have not been created from a template schedule. For example: note link tag with funding agreement attachement and details that can be linked to each reporting task.

Ability to move or reorder tems from the same column - e.g. move work items above or below the list. This is more of a manual sort than the sorting options right now.

Hello, is there a way to verify the completion status of a template task by crosschecking with Xero? i.e. the task has actually been completed as mentioned by the user with the status of the template task. eg - Bank Reconciliation

Use the billable/non-billable process default in the timer. E.g. Currently you will need to manually untick the billable box even though the process is marked as non-billable by default to enter non-billable time.