Frequently Asked Questions

Invoicing is the starting point to capturing revenues of your company. It has a Business-Intelligence Assistant ‘Xebra’ that collates all your data and presents it in a manner that will help you take decisions. For e.g. which client is really the most profitable for you? What is the % contribution of one service over another? What is the average credit period that you are extending per client?

With Xebra as your assistant, you can

• Increase profitability with business reports
• Maximise revenues by detailed customer analysis
• Track & Reduce credit period to customers
• Timely alert on expiry of legal contract and PO to avoid delay in payment
• Understand client payment credit history for faster decisions

Xebra maps all the mundane tasks related to invoicing and takes it on itself to finish. This will leave you with more time to take business decisions.

With Xebra, you can

• Prepare invoice in less than 60 secs
• Recurring invoices for retainer services
• Convert estimate into invoice in one click
• Reconcile invoices against receipts
• TDS information readily available
• Client portal – no more resending duplicate invoices
• Statement of account for customer wise tally of all transactions

Usually, this problem should not happen but in the event that it does, do check your spam box

Yes, you will be entitled to all the new features and software upgrades relevant for your subscribed plan

There is no trial period of any paid plans. However, you can sign up on our free-forever 'Walk' plan to familiar with Xebra

Although you won’t need much of technical support for using Xebra, our team is always available for any product or features related query

Data security literary is our number one priority. We have viewed at security from multiple angles; right from log in process to user access to security of cloud storage and of course the firewalls necessary for it. Here is a whole list of features that we have added:

• Use of reputed cloud service providers
• Secured Data back-up servers
• Data encryption to maintain anonymity of data
• Multi-device OTP login feature
• Multi-level user-access system

You have to renew your subscription annually

With Xebra you can just download a completely filled GSTR sheet with a single click.

You can subscribe to Xebra using multiple payment options like net banking, Debit card or Credit Card

Yes, you can export all your business data from Xebra

We try to provide a whole array of features that you will find useful. Also, we are continuously seeking feedback and integrating relevant ideas to improve our application. Having mentioned that we can provide specific customisation for your company at a price

Yes you can easily track your pending receipts & payments in business intelligence module.

No you do not need to manually create a sales invoice every month for a particular vendor. Xebra allows you to give specific instructions the first time, and auto creates the upcoming invoices.

Watch the video to know more.

No you do not need to manually create recurring expenses every month. Xebra allows you to give specific instructions the first time, and auto creates the upcoming expenses.

Watch the video to know more.

For a referral to be successful, the user has to subscribe Canter or Gallop pack of Xebra. Also, at the time of payment, he has to punch in your referral code

No, the user has to enter your specific referral code for you to earn your referral fee

Xebra referral program rewards you with 25% on canter plan and 40% on Gallop plan every time one of your referrals signs up

No, there is no limit. You can refer us to as many businesses as you like

There are three ways to integrate your ICICI bank account with your Xebra portal:

First Method -

• On your Xebra dashboard, click on the profile icon and select ‘My Company Profile’ from the dropdown.

• If you have already created your company profile, then in the list, hover on the three dots at the end of the row
• Click on ‘edit’ and then further click on the ‘+’ sign next to the bank details
• Fill in your registered ICICI bank details and save

• Your bank details will be saved and appear as shown in the image below. Click on the pink ‘linking’ button to integrate your bank account

• You will receive another pop-up to fill in your Alias ID, Corporate ID and user ID, and select ‘Integrate’. ICICI Bank would have provided you with all of these details at the time of opening your bank account

• You will then have to log in on your ICICI bank CIB (Corporate Internet Banking) portal to approve the one-time Xebra integration request. Click on the link to log into your ICICI CIB portal

• If you are a new user, you can create a new current account with a few simple steps on the ICICI portal itself
• If you are an existing user, your activation status will be pending until you approve it from the ICICI CIB portal.

• Click Approve in ICICI CIB Portal to login to your ICICI CIB Portal.
• Navigate to the Transfers module from the homepage and click Pending on Me.
• Accept the integration request by clicking the link under the Connected Banking Approval.
• Read the Terms and Conditions and click Approve.

• Complete the integration by clicking Confirm.

• You will now receive a green notification in your Xebra profile, and your account activation status will be Active. When you set up the integration with ICICI bank, your Corp ID, User ID and email address will be shared with ICICI Bank

Second Method -

• On your Xebra dashboard, click ‘settings’ on the top right corner, and select ‘Customize.’

• Select ‘Bank Account Un/Integration’ in the LHS column and click on the action button next to the status ‘Un-Integrated’.

• You will receive a pop-up to fill in your Alias ID, Corporate ID and user ID, and select ‘Integrate’. The rest of the process will be similar to the first method

Third Method -

• You can directly integrate your bank account while making an expense payment or purchase payment or asset purchase payment, or a salary disbursement.
• E.g.: On your Xebra dashboard, click on ‘My Purchases & Expenses’ and select ‘Company Expenses’.

• Select the expense whose payment you would like to make from the list. Hover on the three dots at the end of the row and select ‘Payment’.

• On the pop-up, select ICICI Bank

• Fill in your ICICI bank details on the next screen

• Click on the small green checkbox at the bottom and click on ‘Save.’
• You will then have to log in on your ICICI bank CIB (Corporate Internet Banking) portal to approve the one-time Xebra integration request. Click on the link in the pop-up to log into your ICICI CIB portal

• The process will now be similar to that of the first method

• On your Xebra dashboard, click on your profile icon. Select ‘My Account’ and click on ‘My Wallet’ from the dropdown.

• Click on ‘Add Money’ on the RHS corner of the screen
• On the add money page, fill in the amount you want to add and select ICICI Bank in the mode of transfer (as shown below) and click on the ‘Add Money’ button.

• An OTP confirmation pop-up will appear (click here to learn how to integrate your ICICI bank account with your Xebra profile)

• You will receive a confirmation notification on entering the correct OTP, and the entry will appear in your ‘My Wallet’ list.

There are two ways to un-integrate your ICICI bank account with your Xebra portal:

First Method -

• Go to your Xebra dashboard and click on ‘settings’ on the top right corner
• Select ‘Customize’

• Select ‘Bank Account Un/Integration’ in the LHS column. The status would be shown as Integrated. Click on the green link button to un-integrate

• You will receive a confirmation pop-up where you select ‘Un-integrate’.

• An Un-integration approval request will then be sent to your ICICI CIB portal.
• Login to your ICICI CIB Portal.

• Navigate to the Transfers module from the homepage and click Pending on Me.
• Accept the un-integration request by clicking the link under the Connected Banking Approval.

• Read the Terms and Conditions and click Approve.

• Complete the Un-integration process by clicking Confirm.

• Your account will then be successfully Un-integrated.

Second Method -

• Go to your Xebra dashboard and click on the profile icon on the RHS top corner of the page.
• Select ‘My Company Profile’ from the dropdown options.

• In the company profile list, hover on the three dots on the RHS of the particular company name.
• A dropdown will appear where you have to click on ‘edit’.
• Scroll down to the bank details section on the edit info page.
• Next to your integrated ICICI bank details and click on the green ‘link’ button

• You will receive a confirmation pop-up for Un-integration. Select ‘Un-integrate’

• The rest of the process will be the same as the First method.