How to connect my user account with the accounting software?

Description

XBP for SMBs offers synchronization of Master data, Invoices, and Payment details with your accounting software. As a user, you no longer need to add the invoice and payment information more than once across different accounting systems. To activate the sync process, follow the simple steps,

  • From your user dashboard, go to Settings - Quick Sync. 
  • Select the accounting software of your choice from the drop-down. 
  • Clicking on "Set Up" will take you to a page where the user can log in to the book of records and initiate the sync process. 
  • Once the sync is complete, the details across both systems will be updated.
Weight
11

How well XBP for SMBs is secure for my business?

Description

XBP is designed to keep the security and protection of our users as a top priority.

  • Ensure strong password policy, automatic log out of user after a certain period of inactivity, and carrying out log in, email, and payment details via a secure channel.
  • Highly secure payment processing system conforming to PCI-DSS standards, thereby protecting your ACH, Wire /Card, and Check details.
  • Use of TLS and standard industry-based cipher measures to protect your data during transmission on the internet.
  • XBP has its server and infrastructure hosted in secured data centers.
Weight
10

Is there any limit on the number of online bills and invoices generated for the product?

Description

Yes, there is. XBP for SMBs has designed their subscription packages keeping the size of the businesses in mind. Based on your business, you can choose to opt for any of the given subscription plans that come with the pre-defined number of allowable Invoices and Bills that the user can generate. So, If your business requires you to create more bills/invoices, you can feel free to upgrade to the other subscription plans!

Weight
9

Is there any limit on the number of Users I can include in the product?

Description

Yes, there is. XBP for SMBs has designed their subscription packages keeping the size of the businesses in mind. So, based on your business, you can choose to opt for any of the given subscription plans that come with a pre-defined number of users. In case you want more users, we do have an option to include additional users at an extra cost.

Weight
8

How XBP for SMBs helps to automate the Accounts Receivable Process?

Description

With XBP for SMBs, users can create simple and professional invoices for their services, send them to customers electronically and receive payments efficiently. In addition, status tracking based on the payment status and regular reminder emails helps the user to be aware of the incoming cash flows, thus managing the receivables for the business.

Weight
6
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