new
New Features: Ability to Rename Any Client in XBert & Ability to Review Your Custom XBert

1. Rename Any Client in XBert
You can now give any client
 a display name in XBert - including clients synced with Xero, MYOB, and other accounting software.
Previously, renaming was only available for clients not connected to accounting software. Now any client can be renamed, so your team can work with the names you actually use, not just what's in the ledger.
How it works:
The display name appears across all of XBert - work views, notifications, exports.
On the Connections
 page, the original accounting file name is still shown underneath as a reference
If no display name is set, nothing changes - XBert continues to display the accounting file name as before
Renaming in XBert does not affect your accounting software
📖 Learn more here
To rename a client: Settings
 > Clients
 > Connections
 > three-dot menu
 > Rename Client
___________________________________________________________________________________________________
2. Review Your Custom XBert
You can now review how your Custom XBert is performing
 directly from the XBert Automation
 section. The Review feature check its deployment status and reviews your prompt quality.
How it works:
See your current deployment status at a glance - whether it's running, under construction, or has an issue
Run an analysis of your prompt quality, with a score out of 10 and specific suggestions to improve it
Get a suggested improved prompt you can use as a starting point
If you need help, click Ask for Help 
to open a support conversation pre-filled with your Custom XBert details, prompt, and review results - so our team has full context straight away
📖 Learn more here
To review: Automation
 > XBert Automation
 > open your Custom XBert
 > Review