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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
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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
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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
🧰
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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