Features

Add start and end time under Actual Time workboard screen

It would be great if the Activity tab could be built out. Currently I am slowly scrolling to check for "mentions". It would be helpful if it had a filter function (eg, like Teams etc.,) where you could filter by mentions etc. I know there's the Unseen Activity filter option on the workboard, but this doesn't necessarily cover off the same functionality as someone mentioning me in a comment, requiring feedback. Does that make sense?! Thanks, Simone

Archive all timesheets for a client, produce reports, and create a note to be accessed and or downloaded for clients that are no longer clients

Can edit/filter notification settings like, hide notifications for when tasks are assigned to us

i.e. Xbert Invoice, broken into individual plan cost for each client for upload into practice accounting system

Create a unique XBert email address for generic purposes. This way, once an email is forwarded to this XBert email, it is not assigned to any particular staff member (unassigned) and they will be able to review and then assign as required for the relevant person.

Love the new non-workday feature for tasks. However, some tasks (like payroll) will need to be moved to the day before the non-workday and some tasks (like sending customer statements or updating employees work anniversary etc) will need to be moved to the day after a non-workday so they don't get missed. I know we can manually move these but would be really good if there is a universal setting (like we have) to turn this on. And then in the template, we can select 'Before' or 'After' non-workday

Be able to reposition left hand menu sections so you can have your most visited or favourite menu items at the top of the side menu in the new XBert layout.

Is it possible to have a calendar to choose from when snoozing rather than having to work out how many days away you want to snooze something for

The ability to send emails from within XBert and directly to the client for client communication