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Review Checklist

A comprehensive checklist to organize your year-end tasks and wrap up your close. Better, smoother and faster!

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A comprehensive guide for accountants and bookkeepers.

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New feature updates

New feature updates

Features screen in Xenett

In our continuous commitment to improving user experience and efficiency, we are thrilled to unveil a series of exciting features in Xenett. These enhancements are designed to provide clarity, simplify processes, and enhance collaboration among users. Let's dive into the details of the latest additions:

1. Xenett Edit Mark for QuickBooks Transactions

Distinguish between edits made in Xenett and those in QuickBooks for transparency. One of the standout features we're introducing is the "Xenett Edit Mark" for QuickBooks transactions. This innovative addition will be available at the practice level. Now, when editing transactions within Xenett, users can utilize the "Xenett Edit Mark" to append specific keywords to the memo section. For instance, adding "Xenett Edit" ensures that any reclassified transactions indicate their origin.

2. Intelligent Suggestions in "Uncategorized Entries" & "Entries W/O Class"

Xenett is now equipped with intelligent suggestions for "Uncategorized Entries" and "Entries W/O Class" review points. This feature streamlines the reclassification process by presenting users with account and class suggestions based on their configurations. Say goodbye to manual guesswork, as Xenett intelligently recommends appropriate accounts and classes, making the reclassification process more efficient and error-free.

3. Assign Multiple People in To-Do

Managing tasks becomes even more flexible with the ability to assign tasks to multiple individuals in the To-Do section. This enhancement allows users to distribute responsibilities among team members effortlessly, making it particularly useful for handling parent and subtasks. Collaborative efforts are streamlined, ensuring a smoother workflow within the Xenett platform.

4. Sortable Columns in To-Do

Organization is key, and now Xenett empowers users with the ability to sort tasks by any criteria in the To-Do section. Whether sorting by task name, status, or any other parameter, the user-friendly interface allows for easy organization and prioritization of tasks.

5. Effortless Admin User Invitations

We understand the importance of administrative roles, and to streamline the process, Xenett now allows users to invite admin users directly. No more cumbersome steps of inviting staff users and then upgrading their roles. This update simplifies the inviting process, saving time and effort.

In conclusion, these latest features in Xenett for QuickBooks are crafted with your needs in mind, aiming to elevate your experience, improve efficiency, and foster seamless collaboration. Upgrade your workflow with Xenett's enhanced capabilities and discover a new level of control and clarity in managing your financial transactions.

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