Feature Ideas

I would like the ability to change the Close Status directly on the Dashboard.

Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.

It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking

A report that shows the Audit log for the changes done through Autoreview in any transactions.

We want to have the option to select all or simultaneously sign-off multiple transactions within the duplicate entries section especially those that are cleared.

I would like the option to suppress zero rows on P&L and Balance Sheet reports, thanks

Anyone who manages receipts for clients would benefit rather than having to use hubdoc or a similar service. If the clients could easily upload them into their portal, they could be stored in a receipt folder where we could add tags to them and attach them to a corresponding expense.

At present, the client's comments can be added to the transaction memo directly in QuickBooks individually but the option to add them in bulk will be great.

Add a section on the client Dashboard where you can store additional information about the client for easy access i.e. contact information, business number, due dates, links, notes, etc. that you need to refer to regularly while working on the client.

Many times, clients require a transaction total to be split across a couple of accounts and classes, and right now can only use comments to indicate that. Having the split option available would make their process more efficient and accurate, and increase their satisfaction with the Portal.

I would like to suggest to have a Review of the Trial balance - balance sheet accounts to make sure it matches with the supporting docs. e.g. Cash in bank will match the reconciliation report or AR should match the subsidiary ledger etc.

I would love to be able to bulk select vendors or categories as I am going through rather than selecting everything in the section I am reviewing or having to click each one individually.

In the Previous version of Xenett, if any parts that don’t have transactions to review (Showing zero), they will sign off automatically and increase the percentage of completion when we click start to review. So, it would be good if Xenett 2.0 could sign off automatically in the close mode when there is no transaction to review.

It would be nice to have Tags & Note fields in the section of Accounts Balance Checks, Review Expenses, and Entries Trend Analysis report to add notes of specific things for yourself or your team.

Option to modify AR Aging & AP Aging report to sort by date, instead of by supplier/customer