Xenett

Explore how projects in Xenett help organize client work, track progress, streamline workflows, and improve visibility across your month-end close process.

Project Overview

Manage Xenett projects using sections, tasks, and tabs to track progress, review financials, and share client reports all in one place.

Project Workflow

Learn how project types, and statuses work in Xenett to organize client work and standardize workflows.

Project Types and Statuses

Create and manage project templates in Xenett to standardize recurring workflows, improve consistency, and streamline month-end processes.

Create a Project Template

How to create a Clean Up Project for Historical Data Cleaning

How to create Other Project

Create Projects in Multiple Clients using Template

This article explains how the Restrict Task Status feature in Xenett controls who can update task statuses within a project.

Set Task Status Changes Permission

How Project Recurrence works

Edit, pause, resume, and generate recurring projects in Xenett to manage workflows, maintain consistency, and keep your month-end processes on track.

Editing and Managing Project Recurrence

Manage project sections in Xenett to group related tasks, organize workflows, and improve visibility across your projects and month-end processes.

Manage Sections

Learn how the Activity Feed works and how it helps you track every action performed within a project.

Activity Feed

This article explains how Project Views help you organize and track projects by saving commonly used filters.

Create Views for Projects

Learn how to update project details in Xenett after a project is created, including editing the project title, description, due date, and project manager.

Updating Project Details

Projects Management

Training Videos

Implementation Guide

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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