new

improved

fixed

XBert v3.0 Release

XBert v3.0 is finally here! This major product update introduces these significant new features, improvements, and fixes:
  • Complete navigation and UI overhaul for an enhanced user experience
  • New "Capacity" user settings screen
  • A brand new community area with a ton of new chat-based prompts for interactive data queries and actions (e.g., export to PDF)
  • A new integration with FreeAgent so that you can now signup FreeAgent clients
  • A count of completed/non-completed subtasks have been added to the work list
  • Enhanced the Work List with new dynamic filters and new Financial Quarter/Year filters
  • The default Work List filter has been set to Dynamic -> This Month
  • New XPM integration setting: create timesheets using start/end times
  • New client ledger connection setting to link your practice to your ledger file. This setting can be used for syncing annual/sick leave in capacity settings
  • Numerous bug fixes, stability improvements, and performance optimisations