What Is a Custom Review Point
A Custom Review Point is a rule-based task that scans accounting data using different parameters you define and gives you matching transactions for review.
Beyond the default review points like duplicate entries, entries w/o name, class, location etc, Xenett also lets you create the custom review points based on your needs.
Example of Review Points:
Find transactions in Fixed Assets that are less than $ 2000
Find Bills more than $ 2000, missing copy of bill/attachment
Creating a Custom Review Point in a Project
To create a Custom Review Point directly inside a client project:
Click New → Task.
Type the name of the Custom Review Point that you wish to create
Click Custom Review Point from the dropdown
Add the criteria and save.
Add the criterias to create the custom review point
Creating Custom Review Points in Templates
The process is slightly different when creating Custom Review Points inside templates, since templates are created at the firm level and are not tied to a specific client.
Key Difference in Templates
Templates cannot pull a client’s actual chart of accounts.
Review points in templates are driven by account types instead of specific GL accounts.
Using Custom Review Points in a Project
Once a Custom Review Point is created:
It appears as a task in the project.
Clicking the task shows all matching transactions.
You can:
Review transactions in detail
Take bulk actions (for example, reclassifications)
Fix issues directly from Xenett
This makes cleanup and enforcement of accounting rules significantly faster.
Editing an Existing Custom Review Point
If you need to modify a Custom Review Point:
Open the review point task.
Click Edit Criteria.
Update conditions as needed.
Save the changes.
The updated logic is applied immediately.
Video Tutorial