Improvements

• Speed Mode got a new name, 'Clean-up Mode'. It has got a name that suits the purpose.
• You can invite client users with the Magic Link option. i.e., without needing the client users to enter the PIN while logging in. They can straight away get into the Portal with the Magic Link.
• As a practice user, you can now disable the option where the client can't ask questions back to you but can only answer the questions asked by you. You can do so by going to Client Setting>Client Portal>General Setting.
• You can now select multiple closing to-do and take actions such as Assigning preparer, and reviewer, moving it to a different folder, sign-off, and deleting them.
• When practice users and client users change the order of the columns for transaction questions, it will save automatically when they switch to any other tab. So next time you get there, the column order will appear in the last saved order.

New Features

• Introduced a Dashboard at the client level, which displays Transaction Count Summary, P&L Snapshot, and Reconciliation Summary.
• The Transactions Count Summary report available at the practice level now shows the transactions count across all the clients.

Improvements

• You can now delete Client users.
• Little change in how we were displaying signed-off closing to-dos. We're highlighting the whole row in Green to make it more visible.
• In the close mode, when you're in a close period that is finalized, we now highlight it in green so it looks more prominent.
• To-dos used to recur on schedule. Now, you've got an option to recur them when done.
• Quick Filters for To-do module (Today, This week, etc.) now also includes overdue tasks.

Fixes

• Fixed the issue with mobile Responsiveness for the client portal.

• Fixed the issue where recurring to-dos were not recurring with the due date. Now, it does.

We've added a Last Finalized Column on the Client List Screen. It will display the period that is last finalized.

Xenett 2.0 comes with a lot of new features, modules, and improvements in design and data security. Xenett will not just be an intelligent clean-up tool anymore; it has become the ultimate ecosystem accountants need.

Here is a brief summary of what Xenett 2.0 is coming up with:

• Manage your To-Do (New module)
• Seamless and Comprehensive Close Process (New Module)
• Internal Comments (New Module)
• Speed Mode (Improved Design and New Features)
• Revamped Settings Module
• Questions Module (Lot of improvements)

To learn more about Xenett 2.0, please click here.

Now, comments can be exported to excel file from Profit & Loss and Balance Sheet reports.

You can now host your client portal at your own domain, add custom email to communicate, and customize the login page for your client. Check out the link for more details.

Learn more

Now, you have ability to change the product/services in bulk through Bulk action feature.

Learn more

You'll be now able to setup the custom email notifications for client portal and XAP mode and decide when you want to get notified.

Now, you can edit all transaction types in Xenett except payments and the changes will be updated in the accounting system automatically.

Learn more

We've introduced the client portal through which you can communicate with the client, ask questions, request documents, and so on. The Client will be able to respond it through their own login. See how you can start with it.

Learn more