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🧰The Basics
⚡Welcome
⚡XenettGO - Browser Extension
⚡How Xenett fits in your workflow
⚡Use Cases
Videos Library
🧰Projects
⚡Project Overview
⚡Create a Project from Scratch
⚡Add a Task Manually within the project
⚡Quick-Create a Section and Add Tasks Instantly
⚡Project Sections
⚡Import Tasks from a Template
⚡Create View
⚡Pause & Resume Recurring Projects
⚡Delete a Project
⚡Project Settings: Define Custom Statuses
⚡Create a Project Template
⚡Manage Roles
⚡Set Project Recurrence
🧰Review Points
⚡Prepaid Expense
⚡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
🧰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
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Questions/Client Portal

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Updated 14 May 2024
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