# Xenett Docs and Tutorials

> Help center for Xenett

## The Basics and Getting Started

- [XenettGO - Browser Extension](https://help.xenett.com/en/articles/13213004-xenettgo-browser-extension.md): XenettGO embeds Xenett inside QuickBooks and Xero, giving you real-time access to client data and error alerts without leaving your accounting software.
- [Manage Users](https://help.xenett.com/en/articles/13214057-manage-users.md): Learn how to manage users in Xenett, including user roles, inviting and removing users, assigning client access, and configuring staff permissions
- [Themes & Customization](https://help.xenett.com/en/articles/13214213-themes-customization.md)
- [Add Non-QuickBooks Online/Xero Clients](https://help.xenett.com/en/articles/13214217-add-non-quickbooks-online-xero-clients.md)
- [Notifications Preferences](https://help.xenett.com/en/articles/13214036-notifications-preferences.md): Customize notification preferences in Xenett to control alerts, stay updated on tasks, and manage communication across your workflows efficiently.
- [Refer and Earn](https://help.xenett.com/en/articles/13348811-refer-and-earn.md): Refer friends to Xenett and earn rewards while helping others streamline their workflows and improve efficiency in their accounting processes.
- [Enable Single Sign-On \(SSO\)](https://help.xenett.com/en/articles/13348703-enable-single-sign-on-sso.md): Learn how to enable Single Sign-On \(SSO\) for your firm to allow users to sign in securely using third-party identity providers such as Google or Microsoft.
- [Xenett Pricing Overview](https://help.xenett.com/en/articles/13349026-xenett-pricing-overview.md): Explore Xenett's subscription plans, add-ons, and pricing. Learn how to manage billing, invoices, and plan upgrades from your account settings.
- [Manage My Account Settings](https://help.xenett.com/en/articles/13348502-manage-my-account-settings.md): Update your Xenett profile, security settings, and default landing page from the My Account section, keep your personal account details current and secure.
- [Add and Manage Client Files](https://help.xenett.com/en/articles/13348669-add-and-manage-client-files.md): Add, manage, assign users to, update, disconnect, and delete client files in Xenett to keep your workspace organized and workflows running smoothly.
- [Two-factor authentication \(2FA\)](https://help.xenett.com/en/articles/13760917-two-factor-authentication-2fa.md): Enable 2FA in Xenett to add an extra security layer, a verification code is required at each sign-in to protect your account and client data.

## Review Points

- [Aged Payables/Receivables](https://help.xenett.com/en/articles/13212552-aged-payables-receivables.md): Identify negative balances, overdue items, and misclassified payments using Xenett's Aged Payables and Receivables review for faster closes.
- [Prepaid Expense Automation](https://help.xenett.com/en/articles/12915721-prepaid-expense-automation.md): Set up Prepaid Expense Automation in Xenett to create schedules, track monthly recognition, reconcile balances, and import existing prepaids.
- [Payroll Accrual Automation](https://help.xenett.com/en/articles/12973856-payroll-accrual-automation.md): This review automatically splits payroll expenses across periods and creates accrual and reversal entries based on the payroll period mentioned in the memo.
- [Inter-company review point](https://help.xenett.com/en/articles/12974895-inter-company-review-point.md): Automatically analyze, match, and reconcile intercompany balances in Xenett to improve accuracy, reduce errors, and streamline your close process.
- [Merchant Clearing Account](https://help.xenett.com/en/articles/13212280-merchant-clearing-account.md): This review helps you reconcile your Merchant Clearing Account by automatically matching payments and bank deposits, identifying timing differences, and isolating unmatched transactions.
- [Uncleared Entries](https://help.xenett.com/en/articles/13212455-uncleared-entries.md): Review bank and credit card accounts in Xenett to catch uncleared transactions, forced reconciliations, and post-close changes needing attention.
- [Undeposited Funds](https://help.xenett.com/en/articles/13212534-undeposited-funds.md): Review your Undeposited Funds balance by date in Xenett to identify old or missing deposits, reconcile accounts, and track future deposit timing.
- [Deferred Revenue Automation](https://help.xenett.com/en/articles/14017496-deferred-revenue-automation.md): This article explains how to use Deferred Revenue Automation in Xenett — from setup to monthly recognition, adding existing schedules, reconciliation, and export.
- [Entries Checklist – Automate Recurring Entries & Accruals](https://help.xenett.com/en/articles/13212284-entries-checklist-automate-recurring-entries-accruals.md): Learn how the Entries Checklist scans your general ledger, flags unmatched recurring entries, and helps you create accruals effortlessly
- [GL/Class Consistency Review](https://help.xenett.com/en/articles/12917740-gl-class-consistency-review.md): Concise guide on using GL Consistency Review to detect, correct, and manage coding inconsistencies in the general ledger.
- [Uncategorized Entries](https://help.xenett.com/en/articles/13212382-uncategorized-entries.md): Spot and reclassify transactions posted to Uncategorized Expenses or Ask My Client accounts with Xenett's Uncategorized Entries review point.
- [Entries posted to Parent GL](https://help.xenett.com/en/articles/13212387-entries-posted-to-parent-gl.md): Spot transactions posted to parent GL accounts in Xenett, reclassify them to the correct sub-accounts, or exclude acceptable parent postings.
- [Entries posted to Parent Customers](https://help.xenett.com/en/articles/13212398-entries-posted-to-parent-customers.md): This review point identifies transactions that were recorded against a parent customer instead of the correct sub-customer and help you quickly fix.
- [Entries w/o Name](https://help.xenett.com/en/articles/13212407-entries-w-o-name.md): Find transactions missing a vendor, customer, or employee name in Xenett and assign the correct name to keep your books clean and accurate.
- [Entries w/o Class/Location](https://help.xenett.com/en/articles/13212412-entries-w-o-class-location.md): Find and fix transactions missing class or location in Xenett using bulk updates and flexible configuration to maintain accurate financial reporting.
- [Entries w/o Customer/Job](https://help.xenett.com/en/articles/13212419-entries-w-o-customer-job.md): Find transactions missing a customer or job in Xenett, quickly assign them, and exclude non-applicable transaction types or accounts from the review.
- [Unusual Entries](https://help.xenett.com/en/articles/13212427-unusual-entries.md): Flag transactions after long inactivity in Xenett to catch errors, validate unexpected activity, and maintain trustworthy accounting records.
- [Review List](https://help.xenett.com/en/articles/13212443-review-list.md): Use Xenett's Review List to identify and mark inactive vendors, customers, accounts, and employees to keep your accounting lists clean and organized.
- [Account Balance Checks](https://help.xenett.com/en/articles/13212481-account-balance-checks.md): Monitor account balances in Xenett with zero-balance rules, direction checks, and custom thresholds to catch and resolve close issues early.
- [New Entities](https://help.xenett.com/en/articles/13212526-new-entities.md): Review newly created vendors, customers, and accounts in Xenett to catch errors early, maintain clean records, and strengthen your close process.
- [Duplicate Entries](https://help.xenett.com/en/articles/13212563-duplicate-entries.md): This review identifies possible duplicate transactions using smart matching logic and lets you delete, review, or resolve them directly.
- [Duplicate Names](https://help.xenett.com/en/articles/13212586-duplicate-names.md): This review highlights potential duplicate names and lets you review, dismiss, or resolve them directly from your accounting system.
- [Create Custom Review Point](https://help.xenett.com/en/articles/13195094-create-custom-review-point.md): 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.
- [Mark as Complete Zero Count Review Points](https://help.xenett.com/en/articles/13673410-mark-as-complete-zero-count-review-points.md): Quickly mark as complete all review points showing zero count in one click, helping you move through your close checklist faster.
- [Export All Review Points](https://help.xenett.com/en/articles/13212620-export-all-review-points.md): Learn how to export all review points data for a client from Xenett into Excel for easy sharing and review.
- [Edit Transactions in Xenett](https://help.xenett.com/en/articles/13214189-edit-transactions-in-xenett.md): Edit transactions in Xenett with flexible options to correct data, maintain accuracy, and ensure reliable financial reporting across your workflows.
- [Xenett Edit Mark](https://help.xenett.com/en/articles/13213995-xenett-edit-mark.md): Learn how Xenett adds a custom identifier to QuickBooks transaction memos so you can easily distinguish Xenett-edited entries from manual updates.
- [Publish Report](https://help.xenett.com/en/articles/13284237-publish-report.md): Learn how to create, customize, and share financial reports with clients on a recurring basis, such as monthly or quarterly.

## Project & Tasks

- [Project Overview](https://help.xenett.com/en/articles/13185191-project-overview.md): Explore how projects in Xenett help organize client work, track progress, streamline workflows, and improve visibility across your month-end close process.
- [Project Workflow](https://help.xenett.com/en/articles/13193404-project-workflow.md): Manage Xenett projects using sections, tasks, and tabs to track progress, review financials, and share client reports all in one place.
- [Project Types and Statuses](https://help.xenett.com/en/articles/13185258-project-types-and-statuses.md): Learn how project types, and statuses work in Xenett to organize client work and standardize workflows.
- [Create a Project Template](https://help.xenett.com/en/articles/13213510-create-a-project-template.md): Create and manage project templates in Xenett to standardize recurring workflows, improve consistency, and streamline month-end processes.
- [How to create a Clean Up Project for Historical Data Cleaning](https://help.xenett.com/en/articles/13185688-how-to-create-a-clean-up-project-for-historical-data-cleaning.md)
- [How to create Other Project](https://help.xenett.com/en/articles/13185752-how-to-create-other-project.md)
- [Create Projects in Multiple Clients using Template](https://help.xenett.com/en/articles/13185813-create-projects-in-multiple-clients-using-template.md)
- [Set Task Status Changes Permission](https://help.xenett.com/en/articles/13185410-set-task-status-changes-permission.md): This article explains how the Restrict Task Status feature in Xenett controls who can update task statuses within a project.
- [How Project Recurrence works](https://help.xenett.com/en/articles/13191589-how-project-recurrence-works.md)
- [Editing and Managing Project Recurrence](https://help.xenett.com/en/articles/13272504-editing-and-managing-project-recurrence.md): Edit, pause, resume, and generate recurring projects in Xenett to manage workflows, maintain consistency, and keep your month-end processes on track.
- [Manage Sections](https://help.xenett.com/en/articles/13191626-manage-sections.md): Manage project sections in Xenett to group related tasks, organize workflows, and improve visibility across your projects and month-end processes.
- [Activity Feed](https://help.xenett.com/en/articles/13272484-activity-feed.md): Learn how the Activity Feed works and how it helps you track every action performed within a project.
- [Create Views for Projects](https://help.xenett.com/en/articles/13272130-create-views-for-projects.md): This article explains how Project Views help you organize and track projects by saving commonly used filters.
- [Updating Project Details](https://help.xenett.com/en/articles/13272937-updating-project-details.md): Learn how to update project details in Xenett after a project is created, including editing the project title, description, due date, and project manager.
- [Create Task in Project](https://help.xenett.com/en/articles/13185917-create-task-in-project.md): Learn how to create a task in a project, use Quick Create for fast task entry, perform bulk actions on tasks, and understand the different types of tasks available.
- [Custom Fields for Tasks](https://help.xenett.com/en/articles/13185335-custom-fields-for-tasks.md): Learn how Task Custom Fields work, when to use them, and how they help teams capture structured task-level information for tracking, filtering, and reporting.
- [Import Tasks in a Project](https://help.xenett.com/en/articles/13185874-import-tasks-in-a-project.md): Import tasks into a project in Xenett to reuse task lists, standardize workflows, and improve efficiency across recurring projects.
- [How Task Recurrence works](https://help.xenett.com/en/articles/13191603-how-task-recurrence-works.md)
- [Working vs. Permanent File](https://help.xenett.com/en/articles/13213240-working-vs-permanent-file.md): This article explains the difference between Permanent Files and Working Files, when to use each type, and how to add and manage files within tasks and project.
- [Time Tracking and Time Logs](https://help.xenett.com/en/articles/13214233-time-tracking-and-time-logs.md): Track time spent on tasks and client work in Xenett to improve visibility, monitor productivity, and streamline billing and workflow management.

## Client Portal/Questions

- [Client Portal - Workflow](https://help.xenett.com/en/articles/13192960-client-portal-workflow.md): Learn how the Client Portal in Xenett helps accountants and clients collaborate efficiently without long email threads.
- [Invite Client Users](https://help.xenett.com/en/articles/13193095-invite-client-users.md): Invite and manage client users in Xenett’s Client Portal to securely share data, streamline collaboration, and improve visibility across your workflows.
- [Questions Template](https://help.xenett.com/en/articles/13212194-questions-template.md): Question Templates let you save commonly used questions and quickly import them into a client, so you don’t have to recreate the same questions every time.
- [Recurring Questions](https://help.xenett.com/en/articles/13212207-recurring-questions.md): Recurring Questions allow you to automatically ask clients for the same information on a set schedule, so you don’t have to remember to request it every time.
- [Note on Client Dashboard](https://help.xenett.com/en/articles/13212216-note-on-client-dashboard.md): Client Dashboard Notes let accountant users add important messages that appear directly on a client’s dashboard.
- [Enable/Disable Columns](https://help.xenett.com/en/articles/13212239-enable-disable-columns.md): Enable/Disable Columns lets you control which columns and values are visible to clients while responding to questions in the portal
- [View Email Log](https://help.xenett.com/en/articles/13212275-view-email-log.md): View email logs in Xenett to track every client email, monitor communication, and ensure transparency and accountability across your workflows.
- [Auto Publish Questions](https://help.xenett.com/en/articles/13212310-auto-publish-questions.md): Auto-publish questions for uncategorized transactions in Xenett to speed up reviews, reduce manual effort, and keep your workflows efficient.
- [How to enable Due Date, Tags, and Priority in Client Questions](https://help.xenett.com/en/articles/13271462-how-to-enable-due-date-tags-and-priority-in-client-questions.md): Learn how Question Settings help administrators control which fields are visible when users submit a question.
- [Email and Text Reminders for Client User](https://help.xenett.com/en/articles/13230603-email-and-text-reminders-for-client-user.md): Set up automated and manual reminders in Xenett to follow up with clients, reduce delays, and keep workflows on track with timely communication.
- [Allow client user to ask question](https://help.xenett.com/en/articles/13276643-allow-client-user-to-ask-question.md): Learn how enabling the Allow client user to ask question setting lets client users directly communicate with accountant through the Client Portal.
- [Client portal Getting Started](https://help.xenett.com/en/articles/13276685-client-portal-getting-started.md): Learn how to set up and use the Xenett Client Portal. It covers firm-level configuration, client-level setup, and the end-to-end workflow.
- [Save Questions as Draft](https://help.xenett.com/en/articles/13212281-save-questions-as-draft.md): Save client questions as drafts in Xenett to review and refine them before publishing to the client portal, avoid sending incomplete or unreviewed queries.
- [Set Private Questions](https://help.xenett.com/en/articles/13212300-set-private-questions.md): Set private questions in Xenett to ask user-specific queries, control visibility, and manage sensitive communication within your workflows.
- [White Labelling / Custom Branding](https://help.xenett.com/en/articles/13222767-white-labelling-custom-branding.md): White-label your Xenett Client Portal so clients see only your branding, enhancing trust, consistency, and a seamless client experience.
- [2FA for the client user](https://help.xenett.com/en/articles/13263066-2fa-for-the-client-user.md): Learn how Two-Factor Authentication \(2FA\) works for Client Portal, when to use it, and how to enable or disable it to improve login security.
- [Snippets](https://help.xenett.com/en/articles/13050929-snippets.md): Learn how to save time and standardize client communication by using Snippets to quickly reuse common follow‑up questions.

## Port

- [Port](https://help.xenett.com/en/articles/13214266-port.md): Simplifying Bulk Accounting Tasks

## Tips & Tricks

- [Custom Client Properties](https://help.xenett.com/en/articles/13214005-custom-client-properties.md): Learn how Client Properties are used to categorize clients, and how client-level data appears across the dashboard and client listings.
- [Notepad](https://help.xenett.com/en/articles/13214041-notepad.md): Learn how the Notepad in Xenett helps you organize client-related information and personal notes in one place.
- [Table Formatting](https://help.xenett.com/en/articles/13729944-table-formatting.md): Customize your transaction tables in Xenett by grouping, sorting, filtering, and adjusting column displays to view data the way you need.

## 1099 Management

- [Custom Fields for 1099](https://help.xenett.com/en/articles/13214224-custom-fields-for-1099.md): This article explains how 1099 Fields work, when to use them, and how they support accurate 1099 tracking, compliance, and reporting within Xenett.
- [Review 1099](https://help.xenett.com/en/articles/13212344-review-1099.md): Learn how Xenett centralizes 1099 vendor review, W-9 collection, eligibility tracking, and export into one streamlined workflow for accounting firms.

## General

- [Internal Comments](https://help.xenett.com/en/articles/13213552-internal-comments.md): Use internal comments in Xenett to collaborate with your team, share updates, and keep communication organized within your workflows.
- [Audit Log](https://help.xenett.com/en/articles/13726283-audit-log.md): Xenett automatically tracks all activities and changes across your practice for transparency and accountability.

## AI Financials Review

- [How to delete a project/close](https://help.xenett.com/en/articles/13183505-how-to-delete-a-project-close.md): Delete a project or close in Xenett with ease to maintain accurate records, remove outdated work, and keep your workflows clean and organized.
- [AI Financial Review Features](https://help.xenett.com/en/articles/13193709-ai-financial-review-features.md)

## Firm Insights

- [Bookkeeping Dashboard](https://help.xenett.com/en/articles/14996658-bookkeeping-dashboard.md): Get a firm-wide view of your clients' bank accounts — including reconciliation status, pending transactions, and bank feed health — all in one place.
- [Close Dashboard](https://help.xenett.com/en/articles/14480619-close-dashboard.md): The Close Dashboard gives you a firm-wide view of your clients' close health — all in one place. Track completed projects, spot delays before they happen, and monitor your managers' performance ove...
- [Close Overview](https://help.xenett.com/en/articles/14994896-close-overview.md): Close Overview gives you a snapshot of your clients' close status across the last 6 months in a single table. Instead of opening each client one by one, you can see where every engagement stands at...