⌘
K
🧰
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
🧰
Projects
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Project Overview
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Create a Project from Scratch
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Add a Task Manually within the project
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Quick-Create a Section and Add Tasks Instantly
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Project Sections
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Import Tasks from a Template
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Create View
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Pause & Resume Recurring Projects
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Delete a Project
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Project Settings: Define Custom Statuses
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Create a Project Template
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Manage Roles
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Set Project Recurrence
🧰
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
🧰
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
⚡
Notify Client/Schedule Emails
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View Email Log
⚡
Save Questions as Draft
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Set up Auto-reminders
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Set Private Questions
⚡
Auto Publish Questions
🧰
Internal Comments
🧰
Tips and Tricks
⚡
Reclassify Transactions
⚡
Table Formatting
⚡
Smart Search
⚡
Xenett Edit Mark
⚡
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
⚡
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
⚡
Add Non-QuickBooks Online/Xero Clients
🧰
Port
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Tips and Tricks
Edit Transactions
2min
there are different ways how you can edit the transactions in xenett one click edit bulk select edit block edit edit in full screen explainer video explainer video
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