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K
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The Basics
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Welcome
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XenettGO - Browser Extension
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How Xenett fits in your workflow
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Use Cases
Videos Library
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Close
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Close - Workflow
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Close To-do Types
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Close Template
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Delete a Close
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Customize Close Statuses
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Strict Sign-off
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Manage Close Folders
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Start Custom Close
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Close To-do Recurrence
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Working vs. Permanent File
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Review Points
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Uncategorized Entries
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Entries posted to Parent GL
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Entries posted to Parent Customers
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Entries w/o Name
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Entries w/o Class/Location
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Entries w/o Customer/Job
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Unusual Entries
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Review List
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Unreconciled Entries
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Account Balance Checks
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GL/Class Inconsistency
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New Entities
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Undeposited Funds
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Aged Payables/Receivables
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Duplicate Entries
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Duplicate Names
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Create Custom Review Point
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Export All Review Points
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Questions/Client Portal
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Client Portal - Workflow
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Invite Client Users
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White Labeling
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Questions Template
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Snippets
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Recurring Questions
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Note on Client Dashboard
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Email Templates
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Enable/Disable Columns
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Notify Client/Schedule Emails
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View Email Log
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Save Questions as Draft
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Set up Auto-reminders
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Set Private Questions
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Auto Publish Questions
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Internal Comments
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To-do
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Working through To-do
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Customize To-do Status
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To-do Template
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Set Privacy for To-do
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View To-do across all clients
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Set Recurring To-do
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Tips and Tricks
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Reclassify Transactions
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Table Formatting
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Smart Search
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Xenett Edit Mark
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Client Properties
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Create views on the Client List
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Folders Management
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Notifications
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Notepad
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Manage Users
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Edit Transactions
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Delete a client
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Sync Process
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Themes & Customization
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Add Non-QuickBooks Online/Xero Clients
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Port
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Close
Close To-do Recurrence
2min
you can set different types of recurrence for close to do every close period quarterly year end custom watch this video to learn how you can set close to do recurrence
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Working vs. Permanent File
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