Jun 22 2026 Updates

1. Project Roles

Xenett now supports flexible role assignment at the project level. Replace the fixed Manager field with firm-defined roles like Bookkeeper, Reviewer, and Preparer.

2. Project Budget

Set user-wise budgets at the project level and track them as work progresses. The project budget rolls up from each user's budget, giving you a clear view of budget status across the project.

3. Client Upload Log

Track every file action your client takes in the Upload Inbox. The activity log shows uploads, deletes, and renames

4. Question Recurrence Start Date

The question recurrence modal now includes a Start From date field and a live Recurrence Preview showing the next two scheduled dates.

5. Client Contacts Tab

A new Client Contacts tab on the Client List page gives you a firm-wide view of all client contacts across every client. Add, edit, or delete contacts in one place