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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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Manage Close Folders
1min
Watch this video to learn how to rename, delete, and reorder a folder.
Updated 16 May 2024
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