Overview
Xenett allows you to create the same project across multiple clients at once using a project template.
Instead of setting up projects individually for each client, you can configure the project once and apply it to multiple clients in a single action. This helps save time, reduce manual effort, and maintain consistency across your firm.
How to Create Projects in Multiple Clients
Step 1: Navigate to Templates
Open Settings
Go to Templates
Select the template you want to use (for example, Monthly Close)
Step 2: Start Project Creation
Open the selected template
Click Create Project
This opens the project configuration screen.
Step 3: Configure the Project
Configure the project details as needed:
Recurrence – Select how often the project should repeat (for example, Monthly)
Accounting Period – Choose the first period you are creating the project for (for example, July)
Start Date – Typically the first day of the next month (for example, August 1)
Due Date (Optional) – Set a deadline if required (for example, the 10th of the month)
Recurring Project Timing
By default, future recurring projects are created automatically on the next start date.
Example:
An August close project is created on September 1
If you want the project to be created earlier, enter the number of days before the start date (for example, create the project 5 days before the start date).
Step 4: Select Clients
Select the clients you want the project to be created for
You can pick and choose multiple clients from the list
The project will be created for each selected client.
Step 5: Add Optional Details
If needed, assign additional information such as:
Manager
Preparer
Reviewer
These fields are optional and depend on your firm’s internal workflow.
Step 6: Import the Template
Click Import Template
Xenett will begin creating the project for the selected accounting period across all chosen clients.
Important Notes
Project creation may take a few minutes, depending on how many clients are selected
The process runs in the background, so allow time for it to complete
Once finished, the project will appear for the selected period (for example, July) in all selected client files
Video Tutorial