⌘
K
🧰
The Basics
⚡
Welcome
⚡
XenettGO - Browser Extension
⚡
How Xenett fits in your workflow
⚡
Use Cases
Videos Library
🧰
Close
⚡
Close - Workflow
⚡
Close To-do Types
⚡
Close Template
⚡
Delete a Close
⚡
Customize Close Statuses
⚡
Strict Sign-off
⚡
Manage Close Folders
⚡
Start Custom Close
⚡
Close To-do Recurrence
⚡
Working vs. Permanent File
🧰
Review Points
⚡
Uncategorized Entries
⚡
Entries posted to Parent GL
⚡
Entries posted to Parent Customers
⚡
Entries w/o Name
⚡
Entries w/o Class/Location
⚡
Entries w/o Customer/Job
⚡
Unusual Entries
⚡
Review List
⚡
Unreconciled Entries
⚡
Account Balance Checks
⚡
GL/Class Inconsistency
⚡
New Entities
⚡
Undeposited Funds
⚡
Aged Payables/Receivables
⚡
Duplicate Entries
⚡
Duplicate Names
⚡
Create Custom Review Point
⚡
Export All Review Points
🧰
Questions/Client Portal
⚡
Client Portal - Workflow
⚡
Invite Client Users
⚡
White Labeling
⚡
Questions Template
⚡
Snippets
⚡
Recurring Questions
⚡
Note on Client Dashboard
⚡
Email Templates
⚡
Enable/Disable Columns
⚡
Notify Client/Schedule Emails
⚡
View Email Log
⚡
Save Questions as Draft
⚡
Set up Auto-reminders
⚡
Set Private Questions
⚡
Auto Publish Questions
🧰
Internal Comments
🧰
To-do
⚡
Working through To-do
⚡
Customize To-do Status
⚡
To-do Template
⚡
Set Privacy for To-do
⚡
View To-do across all clients
⚡
Set Recurring To-do
🧰
Tips and Tricks
⚡
Reclassify Transactions
⚡
Table Formatting
⚡
Smart Search
⚡
Xenett Edit Mark
⚡
Client Properties
⚡
Create views on the Client List
⚡
Folders Management
⚡
Notifications
⚡
Notepad
⚡
Manage Users
⚡
Edit Transactions
⚡
Delete a client
⚡
Sync Process
⚡
Themes & Customization
⚡
Add Non-QuickBooks Online/Xero Clients
🧰
Port
Docs powered by
Archbee
Close
Manage Close Folders
1min
watch this video to learn how to rename, delete, and reorder a folder
PREVIOUS
Strict Sign-off
NEXT
Start Custom Close
Docs powered by
Archbee
Docs powered by
Archbee
