Stay on top of it all with notifications and collaborate to reduce financial risk

by XBert Team ~ 1 min read

Reduce risk and save money with XBert and its collaboration tools, notifications, and team chat will improve your productivity and streamline workflow.

XBert is here to help you reduce financial risk to your business and save you money. But our goal is also to ensure you have the time you need to focus on your business and manage your practice efficiently.

We consulted with business owners, bookkeepers, and accountants about XBert’s collaboration tools, and there was one additional feature you wanted - notifications.

Well, here they are.

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You asked for it

XBert already has tasks, calendars, team chat, plus email and Xero note integrations to streamline team workflow and improve productivity.

Now we’ve released an integrated notification system that alerts you as soon as there is any activity for you. This activity includes being assigned an XBert or task, or when you are mentioned by @name in a comment on an XBert, task or within TEAM CHAT.

You’ll see your red notification count on the navigation menu near the ACTIVITY tab, and that indicates any new activity.

The activity will be displayed under MY ACTIVITY. Select VIEW to see more details.

Each notification will remain as part of your red notification count, and highlighted blue in the feed until you’ve selected VIEW. That way, you can easily keep track of what’s new, what you’re yet to review, or what to work on next.

Use the ALL ACTIVITY tab to monitor activity for the entire team. The activity history will remain displayed for auditing and reference.

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Everything we do is aimed at helping you stay a step ahead in business, and that includes collaboration.

You asked for notifications, and we delivered. We want to work together to make XBert the best solution for business owners, bookkeepers and accountants to reduce risk, save time and save money.

Tell us your feedback and suggest other features and XBert business risk alerts by emailing support@xbert.io

If you're serious about business success, sync your accounting data with XBert, and in just a few minutes, you'll discover the amount of money at risk and how to prevent losing it. Book a demo or start your FREE 14-day trial now!

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