Feature Ideas

Trending
  1. Variance column in reports

    I want to use the profit and loss report to do a variance analysis but there is no difference or variance column comparing the column, only total/

    Mary
    #Improvement 👍

    2

  2. Be able to get 1099 Report

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

    Hardik
    #New Feature

    2

  3. P&L Actuals vs Budget

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

    Neha
    #New Feature

    0

  4. Audit Trail Report

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

    Neha
    #New Feature

    0

  5. The ability for clients to split totals between accounts and classes

    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.

    Merima B
    #Improvement 👍#New Feature

    1

  6. Customizable Client Dashboard

    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.

    Amy
    #Improvement 👍#New Feature

    1

  7. Calendar View for To-Do Items

    In addition to the list, we'd like to be able to view a calendar view of the items and maybe able to drag them to different days right from there. Is that something Xenett could do?

    Michael
    #Improvement 👍#New Feature

    3

  8. Receipt Management

    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.

    Schare
    #Improvement 👍#New Feature

    3

  9. Duplicate Entries - Multiple transaction sign off

    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.

    Neha

    1

  10. The ability to add client's note to the transaction memo in bulk

    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.

    Neha
    #Improvement 👍

    0

  11. Trial Balance report

    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.

    Neha

    0

  12. GL Consistency Review - One Time Ignore for Irregular Transaction

    When Setting Up the Configuration there are times that for a Supplier there is a Irregular Entry Made to a Different Account and you want to leave it that way but still clear it from the GL Consistency Review as it is reviewed. The key is that You also want it to be flagged if any future entries end up in this account. If you had an "Accept Once Time" or "Ignore Irregularity" Button that would be super helpful! It would allow the items to show as reviewed and cleared from the overall list, but at the same time the system would still flag entries here in future months.

    Rochelle
    #Improvement 👍#New Feature

    2

  13. Report Packages

    Would be great if there was a monthly report package that can be exported to a PDF. Cover page Table of contents Summary page consisting of comparable Revenue, COGS, Operating Expenses and Net income Income Statement (with the option to have just the 1 month or a breakdown of several months) Balance Sheet Cash Flow (Would also be amazing to have a Info tab for each line item that explains to the client what it means) Top 10 Vendors Top 10 Customers Some Metric options. A Note page where we can add our own notes

    Roxanne S

    3

  14. Apply payments

    The ability to apply payments to ap or ar that are just sitting out there

    Kimberly
    #Improvement 👍#New Feature

    1

  15. Tags & Note Fields in remaining reports

    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.

    Neha

    0