Overview
Client Files are used to manage work for each individual client in one centralized place.
Adding a client file allows your team to onboard new clients, connect accounting systems (such as QuickBooks or Xero), assign the right users, and track all related projects, tasks, and communication.
Add a Client File
Use this option when onboarding a new client or connecting a new accounting source.
Steps to Add a Client File
Open Client List from the left navigation menu
Click Add Client File in the top-right corner
In the Add Client File window, choose a File Type:
Connect to QuickBooks – Connect an existing QuickBooks account
Connect to Xero – Connect an existing Xero account
Other – Create a client file without an accounting integration
You can connect an accounting software to other file later if needed
Under Assign Staff Users, select the users who should have access to this client
Admin users are granted access automatically
Assign or Update Client File Users
You can assign or update user access to a client file at any time.
Locate the client in the Client List
Click the More options (⋯) icon in the Action column
Select Assign Users
Add or remove users as needed
Save your changes
Only assigned users will be able to view and work on the client file.
Delete a Client File
Delete a client file only when it is no longer needed.
Steps to Delete a Client File
Go to Client List
Find the client file you want to remove
Click the More options (⋯) icon
Select Delete Client File
⚠️ Warning: Deleting a client file permanently removes all associated data and cannot be undone.
Update Client File Details
You can update a client’s information after the client file has been created.
Client details are initially pulled from the connected accounting software (such as QuickBooks or Xero), but they can be modified in Xenett as needed.
Steps to Update Client File Details
Open the Client Dashboard
Click the Edit (pencil) icon next to the client name
In the Edit Profile window, update details such as:
Display name in Xenett
Client logo (This is xenett only
Accounting basis (Cash or Accrual)
Year-end month
Accounting basis and year-end month are synced from your accounting software but can be changed in Xenett. These changes apply only within Xenett (not pushed back).
Important Notes
Admin users have access to all client files by default
Deleted client files cannot be recovered
Deleting a client file removes all related projects, tasks, and history