Overview
This review helps you identify transactions that are missing a vendor, customer or employee name. It allows you to quickly assign the correct name to these transactions, either individually or in bulk, ensuring cleaner and more accurate accounting records.
Enable the Review Point
If the review point is not already added:
1. Click New
2. Click Task/review Point and Select Entries w/o Name from the library
3. Click Add
If it is already added, simply click on the review point to open it.
How to Interpret the Review Results
When you open this review, you’ll see a list of transactions that were recorded without a name.
Each transaction requires a vendor, customer, or employee to be assigned
Transactions with the same memo are grouped together to simplify review
Suggested names may appear based on historical transaction patterns
If a transaction appears here, it means it needs attention before your records are complete.
Recommended Actions
Based on the review results, you can:
Assign missing names to individual transactions
Perform bulk updates for transactions with similar memos
Use or override smart name suggestions
Exclude transaction types or accounts that do not require name tracking
How the Review Works
Step 1: Open the Review Point
Click on the Entries Without Name review point to see a list of all transactions that are missing a name.
Step 2: Assign Names to Transactions
Click on any transaction and assign the appropriate vendor or customer name
Changes are saved automatically
Based on historical transactions, Xenett also suggests the most likely vendor or customer name for each entry. These suggestions help speed up the assignment and reduce manual effort.
Tip: Smart Suggestions
Xenett’s suggestions are optional and fully editable. You can accept the suggested name, change it, or assign a different vendor or customer if needed.
Xenett groups transactions using the memo field, so transactions with the same memo appear together.
Step 3: Bulk Assign Names
Select multiple transactions with the same memo
Use the bulk panel to assign a name to all selected transactions at once
This significantly speeds up the assignment process.
Configuration Options
Click Config to customize what appears in this review:
Exclude Transaction Types
You can exclude certain transaction types, such as Journal Entries
Once excluded, Journal entries missing a name do not appear in this review then
2. Exclude Accounts
Exclude accounts where name tracking is not required (for example, Depreciation or Amortization accounts)
Once excluded, Transactions posted to these accounts will not appear in the review then
Explainer Video