Xenett

This article explains what Custom Review Points are, how to create them at the project level, how they work in templates, and how to manage them.

Create Custom Review Point

Quickly mark as complete all review points showing zero count in one click, helping you move through your close checklist faster.

Mark as Complete Zero Count Review Points

Learn how to export all review points data for a client from Xenett into Excel for easy sharing and review.

Export All Review Points

This article explains the different ways you can edit transactions in Xenett.

Edit Transactions in Xenett

This article explains how Xenett adds a custom identifier to QuickBooks transaction memos, helping you distinguish Xenett-edited transactions from manual updates

Xenett Edit Mark

Learn how to create, customize, and share financial reports with clients on a recurring basis, such as monthly or quarterly.

Publish Report

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