The Client Portal in Xenett helps accountants and clients collaborate efficiently without long email threads. Accountants can request information directly from Xenett, and clients can respond, upload documents, or update transaction details from a single portal.
Xenett (Accountant)
How to Ask Questions
Xenett supports two types of client questions:
1. Transactional Questions
Transactional questions are linked to specific transactions (for example, uncategorized transactions or transactions missing receipts).
Steps to ask a transactional question:
Select one or more transactions from anywhere in the transaction workflow.
Click Ask Question.
Choose a template question or type a custom question.
Edit an existing template or create a new one if needed.
Common use cases:
Asking for the correct payee name
Confirming the account, class, or category
Requesting a missing receipt for a transaction
2. Non-Transactional Questions
Non-transactional questions are general requests not tied to any specific transaction.
Examples:
Requesting bank statements
Requesting credit card statements
Steps to ask a non-transactional question:
Click New → Client Question.
Type your question.
(Optional) Set a recurrence (for example, monthly on the 1st).
Question Flow
Once a client submits a response:
The question status moves from Open to Responded.
Xenett sends batched email notifications to accountants (sent hourly only if responses exist).
How to Resolve Questions or Send Them Back to the Client
Transactional Responses
Client inputs appear as suggestions.
Nothing is automatically pushed to the accounting software.
You can:
Accept a suggestion to update the accounting software
Reject a suggestion if it doesn’t make sense
Resolve the question; resolving will accept all suggestions that haven’t been dismissed
Documents
Any documents uploaded by the client are automatically synced to the accounting software.
Counter Questions
If clarification is required, send a counter question.
The question is sent back to the client for additional input.
Once resolved, items move to the Resolved tab for historical tracking.
Additional Accountant Features
Add to Description
When a client adds a comment, an Add to Description button appears.
This button is available in the comment column, bulk action panel, and comment screen.
Accountants can use this option to add client-provided comments directly to the transaction description.
Bulk Actions
On transaction questions, selecting one or more questions opens the bulk action panel.
From this panel, you can take actions on multiple questions at once, such as resolving them in bulk.
Documents Uploaded to Transactions
Clients can upload documents directly to transactions.
Using the attachment icon, accountants can view and manage these documents.
Uploaded documents remain attached to the related transaction and are synced to the accounting software.
Client Portal Workflow
Clients access the portal using a PIN or Magic Link. After logging in, they see:
A dashboard showing the total number of pending questions
A clear breakdown of transactional and non-transactional questions
How Clients Respond to Questions
For each question, clients can:
Edit transaction details—such as payee name, account, or category—which will appear as suggestions to the accountant. (Applies only to transactional questions.)
Add comments
Upload supporting documents (for example, receipts or statements)
Submit their response
Once submitted, the question is marked as Responded.