Features

It would be good to be able to specify a note topic and client when emailing in notes such as file notes, meeting/phone call records or decisions made. That would simplify the process and remove the need to email the note in then open the note in XBert and categorise it anyway. By the time I've done that it defeats the purpose of emailing it in to begin with.

When putting in timesheets that is non billable, it doesn't get imported as non billable time in XPM if it's not a job assigned as a capacity reducing job (yellow timesheets in XPM). It gets imported as billable time (green timesheets in XPM) if it's from any other jobs that is not capacity reducing in XPM. Is there any way xbert can add a feature where in unticking billable will import to XPM correctly as a nonbillable time (red timesheets in XPM)? This is important as we want to track client specific jobs that are not really billable.

'Practice Owner' to have an all inclusive level of access 'Practice Manager' to have an all inclusive level of access to manage the functions of Xbert & other practice users and clients for which the practice manager has access too (except for specific clients, predominantly practice owner entities for example I have 4 Xero files I would connect to Xbert but I don't want any of the team to access the data. I also have members of the team that have their own xero file and I am sure they would not like their co-workers to have access to their data) 'Practice Admin' to have an all inclusive level of access to manage the functions of xbert but not to be able to manage other practice users or amend user clients or access client data for which they do not have access too. 'Practice User' to have access to add tasks, clock time, etc (maybe an option here to facilitate reports or non reporting ability)

Can we please go back to the Old Notes format of having to click OK when there is an update? If we accidentally make an update that is incorrect it is auto saving and we are losing the previous data without an option to revert back

Problem Statement When admins or account managers run an XBert Intelligence Practice report, there is no visibility into which users have not set up Saved Views. This limits the usefulness of the report for identifying adoption gaps and prevents proactive, personalised follow-up. As a result, admins and account managers must rely on assumptions or manual outreach during account reviews. Proposed Solution Enhance the XBert Intelligence Practice report to clearly surface which users do not have any Saved Views configured. Present this as a visible indicator, filter, or column within the report for easy identification and action. Expected Outcomes Admins and account managers can quickly identify users who have not adopted Saved Views. Account reviews become more data-driven and actionable. Targeted outreach improves Saved View adoption and overall platform usage. Success Metrics Increased Saved View adoption following account reviews. Reduced manual investigation outside the report. Improved satisfaction from admins and account managers using the Intelligence Practice report.

Works similar to a current team member. But could be assigned specific tasks such as Xbert identified tasks so each day it would be reviewing files and completing these tasks. it could also be a way of scheduling Xbert reports and client overview. I.e. you assign to the AI team member that on the 5th of every month they are to prepare a EOM review report and email it to the manager team member.

Ability to select which tasks or templates will get added for onboarding clients. For example, when onboarding a client, I often need to allocate the same tasks. This is just an administrative burden, so I wonder if there is a way to group tasks together, and then I can simply select the group and all applicable tasks will be created for the client. I.E. Onboarding task Client file set up Diagnostic review Payroll tasks Etc.

We careate long task lists and often need anoher person to actually do some of the tasks. It would be great to be able to assign individual lines to someone else and email them about it or ask a questions on a task line