As an accountant user, you may place a note for your client user that will show up on their dashboard. This note could contain details about upcoming deadlines, links to upload documents or resources, etc. 


This note is independent for each client, so you must set it up for each client. It is shown to all the users of a particular client. 

This is how it would show up on the client's dashboard

Recurring Questions

Note on Client Dashboard

Email Templates

Help Docs

Xenett Docs

Welcome

XenettGO - Browser Extension

How Xenett fits in your workflow

Use Cases

Videos Library

Untitled

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

Close

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

Review Points

Client Portal - Workflow

Invite Client Users

White Labeling

Questions Template

Snippets

Enable/Disable Columns

Notify Client/Schedule Emails

View Email Log

Save Questions as Draft

Set up Auto-reminders

Set Private Questions

Auto Publish Questions

Questions/Client Portal

Internal Comments

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

To-do

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