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You haven't seen this before! Manage risks and tasks in Xero with XBert's browser extension

by XBert Team ~ 2 min read

XBert's browser extension allows you to streamline your workflow, create and manage tasks, and resolve risks to businesses directly within Xero.

Streamlining your workflow just became so much easier.

In what's believed to be the first of its kind for Xero add-ons, XBert has released an innovative browser extension that notifies you of any risks or tasks associated with that Xero entry - while you work!

As users move around Xero and review entries such as invoices, bills, contact records and more, XBert alerts are cross-checked, and you’ll know straight away if there’s a problem. You can work faster and more effectively all from within Xero!

XBert and Xero work together seamlessly to help you resolve risk, save time, and save money.

You can get the browser extension for Google Chrome, Mozilla Firefox and Microsoft Edge.

Once you install the extension it will appear on your toolbar. Then log in to Xero and XBert in the same browser.

When using the extension:

• The notification count at the top means you won’t miss a thing.

• View and switch between existing tasks or use RESOLVE be taken to the Xero entry to fix the issue and resolve the risk. Select OPEN XBERT or OPEN TASK for more detail and to make changes like update the due date or assignee.

• Create and assign XBert tasks that will link directly to the current Xero entry. Once saved, the task will appear under MY TASKS for you, or the person you assigned, until it is completed and FILED in XBert. Once created, the task will also appear on XBert’s TASKS dashboard for this organisation.

• View all your assigned tasks and manage them in Xero.

XBert BrowserExtension GIF Screenshots text

Stay organised with XBert’s many collaborative task management tools and features.

You’ll spend less time on wasteful jobs, manual checks and auditing, or searching for errors. Instead, you can focus on the bigger picture - growing your business or creating meaningful value for clients.

XBert does all the hard work for you, ensures accuracy and tax compliance, and safeguards the books and business.

The XBert extension is currently available for Google Chrome , Mozilla Firefox and Microsoft Edge. Compatibility with other browsers is coming very soon.

XBert is an easy-to-use, powerful Xero add-on for business owners, finance teams, bookkeepers and accountants to stay a step ahead in business.

If you're serious about business success, sync your accounting data with XBert. In minutes, you'll know the amount of money at risk and how to prevent losing it.

You can book a demo or start your FREE trial now!

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