A project in Xenett is a way to organize and manage a specific piece of work you perform for a client. It acts as a container that holds tasks, statuses, timelines, and ownership for that work.

Accounting firms handle many different workflows—some recurring and some one-time. Xenett projects help you structure all of this work in a clear, consistent, and trackable way.

A project in Xenett typically includes:

This structure ensures teams know what needs to be done, when it needs to be done, and the current progress.

Projects are commonly used to manage close workflows. Each close period is tracked as its own project, with tasks such as transaction review, reconciliations, and reporting.
​

For weekly, bi-weekly, or monthly bookkeeping work, projects help group recurring tasks and maintain consistency across clients.

Onboarding is typically a one-time project. Using a project ensures every required setup step is completed and progress is visible to the team.

Temporary or corrective work can be managed as a standalone project, making it easy to track progress and outstanding issues.

Tax-related work often follows a different workflow than monthly operations. Projects allow firms to manage tax tasks separately with their own structure and statuses.

Learn everything about project in this video. It explains the whole workflow.