Read Frequently Asked Questions | Understand & Know More About Xebra

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

Renew Subscription

Do watch this video to understand more

Software

Xebra allows you to import your existing data into your Xebra profile in 3 simple steps.

  • Go to your Xebra dashboard and click on 'settings.'
  • Select 'Import data.'
  • Bank Details
  • You will be able to view six options to import your data as shown in the image below, i.e. clients, Items, vendors, expenses, invoices, and credit notes.
  • Bank Details
  • Click on your desired option, e.g. 'client master.'
  • On the import clients page, you will be able to view the three easy steps to import your data (you will first have to download the sample excel file to understand and map out the titles/ details as per the Xebra app)
  • Please note to use a '.csv' format file for upload.
  • Step 1- Select the upload button and upload your desired document from your device
  • Bank Details
  • Step 2- Check that all your data is mapped correctly according to Xebra's heads mentioned.
  • All the '*' marked entries need to be filled compulsorily.
  • Bank Details
  • Step 3- Click on 'next', and you will receive a notification confirming your data transfer is complete.
  • Bank Details
  • You can re-check if your data has been transferred successfully by going to your 'my sales' module and clicking on 'client master'.
  • You should be able to view all your new clients on the client list page.
  • Similarly, you can repeat the same process to import your Items, vendors, expenses, invoices, and even credit notes.

You can either add a single new client or import multiple clients in Xebra. There are few simple steps.
Watch the video to know how

Add new client

You can either add a single new vendor or import multiple vendors in Xebra. There are few simple steps.
Watch the video to know how

Add new vendor

Asset sales can be created easily in a few easy steps.
Watch the video to know more

Asset Sales

You can add a new stock item by simply following the steps shown below
Watch the video to know more

Stock Item

Simple steps to show you how you can subscribe to a paid Xebra® plan
Watch the video to know more

Xebra Subscription

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.

Business-Intelligence

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.

Business-Intelligence

Xebra has 3 unique features that can help you massively improve your payment collection from clients! Watch this video to know more

Business-Intelligence

Yes absolutely! You can toggle between your multiple GST numbers with a simple click. Watch this video to know more

Business-Intelligence

Xebra has a specially designed business intelligence feature that can help you considerably improve your monthly cash-flow. Watch this video to know more

Business-Intelligence

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

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

Yes you certainly can! Xebras latest integration with ICICI bank allows you to disburse payments through the application itself. Watch this video to know more

Business-Intelligence

Yes you certainly can! Xebras latest integration with ICICI bank allows you to disburse payments through the application itself. Watch this video to know more

Business-Intelligence

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.
  • Company Profile
  • 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
  • Bank Details
  • 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
  • Bank Details
  • 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
  • Bank Details Bank Details
  • 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
  • Faqs
  • 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.
  • Faqs
  • 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.
  • Faqs
  • Complete the integration by clicking Confirm.
  • Faqs
  • 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.’
  • Faqs
  • Select ‘Bank Account Un/Integration’ in the LHS column and click on the action button next to the status ‘Un-Integrated’.
  • Faqs
  • 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
  • Bank Details

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’.
  • Faqs
  • 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’.
  • Faqs
  • On the pop-up, select ICICI Bank
  • Faqs
  • Fill in your ICICI bank details on the next screen
  • Faqs
  • 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
  • Bank Details
  • 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.
  • Bank Details
  • 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.
  • Bank Details
  • An OTP confirmation pop-up will appear (click here to learn how to integrate your ICICI bank account with your Xebra profile)
  • Bank Details
  • You will receive a confirmation notification on entering the correct OTP, and the entry will appear in your ‘My Wallet’ list.
  • Bank Details

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’
  • Faqs
  • 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
  • Faqs
  • You will receive a confirmation pop-up where you select ‘Un-integrate’.
  • Faqs
  • An Un-integration approval request will then be sent to your ICICI CIB portal.
  • Login to your ICICI CIB Portal.
  • Faqs
  • 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.
  • Faqs
  • Read the Terms and Conditions and click Approve.
  • Faqs
  • Complete the Un-integration process by clicking Confirm.
  • Faqs
  • 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.
  • Company Profile
  • 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
  • Company Profile
  • You will receive a confirmation pop-up for Un-integration. Select ‘Un-integrate’
  • Faqs
  • The rest of the process will be the same as the First method.

Yes you certainly can! Xebras latest integration with ICICI bank allows you to disburse payments through the application itself.

Watch the video to know more.

Business-Intelligence

Yes you certainly can! Xebras latest integration with ICICI bank allows you to disburse payments through the application itself.

Watch the video to know more.

Business-Intelligence

Yes you certainly can! Xebras latest integration with ICICI bank allows you to disburse payments through the application itself.

Watch the video to know more.

Business-Intelligence
  • On your Xebra dashboard, click on ‘My Sales’ and further click on ‘Expense Vouchers’.
  • Faqs
  • From the list of expense vouchers, hover on the three dots next to the one you would like to make the payment against and click on ‘Payment’.
  • Faqs
  • You will receive a pop-up for bank Integration
  • Faqs
  • Select the bank account you want to integrate with Xebra and click on ‘ok.’
  • Fill in amount details and select ‘ok.’
  • Faqs
  • An OTP confirmation pop-up will appear (please note- this feature of OTP confirmation will only appear If you have already integrated your ICICI bank account with Xebra).
  • Click here to learn how to integrate your ICICI account directly with Xebra.
  • Faqs
  • After entering the correct OTP, you will receive a notification confirming that your payment has been made, and you can proceed towards recording your payment entry details.
  • Select ‘ok’
  • Faqs
  • All the details on the create payment page will already be pre-filled, except the payment status.
  • In ‘Payment Status’ – select an appropriate option of Full Payment or Part Payment or Non-Payable
  • Double-check all the amounts in other cells - TDS, bank charges, Payment Amount and Interest Charges and click on ‘Save’.
  • Faqs
  • Your bank account and all accounting statements will be automatically updated & you will receive a confirmation notification for the same.
  • You can also check if the payment has been recorded by clicking on ‘My receipts and Payments’, selecting ‘Payments’ & further selecting ‘Tax Payments’
  • Select ‘Emp. Tax & Reimbursements’ in the Tax Payments submodule
  • Faqs
  • You will be able to view your recorded payment on the screen.

Xebra allows you to create company customised and compliant invoices in less than 60 seconds!

Watch the video to know more.

Business-Intelligence

Xebra allows you to migrate all your data from any accounting software to Xebra in 3 simple steps!

Watch the video to know more.

Business-Intelligence

Xebra eliminates the process of physical documentation for expense vouchers entirely!

Watch the video to know more.

Business-Intelligence

Eliminate the employee onboarding hassle with Xebra’s automation

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Business-Intelligence

Watch the video to know more.

Business-Intelligence

Watch the video to know more.

Business-Intelligence

Watch the video to know more.

Business-Intelligence