Feature Ideas
Submit IdeaThe 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.
Neha0
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?
Michael5
Due date based on business day
Hi, can we be able to set due dates based on business day instead of having to set an actual date. Example; we close client books by the 10th business day which the actual day of the month is different each month. If that's not possible, it would be helpful to be able to update the due dates for all clients at once.
Shanta1
Email Integration for Task Management
Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.
Erik5
Ability to pin comments for TASKS similar to pinning for REPORTS
Pinned comments would be a great way to advise of recurring points of interest (ie payroll picks up in certain months based on commission/bonus payouts, revenue increases due to contract renewals) and would help avoid the same note being made multiple months when it's more of a standard process for particular areas
Jasmine1
Clients to view work papers (files tab)
Clients could see the statements, reconciliations, custom reports via their client portal.
Trish K0
Separate tab for ONLY mentions
We think it would be more beneficial to have the mentions in a separate section then the rest of the chats. The mentions should allow you to mention people who aren't on the tag incase you need them for one specific part. The mention needs to stand out more to grab our attention as a notification.
Kaylen Q1
Add custom client fields to use in Templates for tasks, emails etc.
It would save so much time creating the email or template for multiple clients. Instead we could have one template and use custom fields that would automatically customize it for each client. For example: Account numbers, special instructions, links to folders, reports etc.
Wendy P1
p&l % of total income
It would benefit everyone who wants to see the report. I need to see the % to income the current report allows us to see this year to last month vs this month with the % to income but i want to see the % to income as a comparison to that month.
Kaylen1
Highlight on clickable field or requested field on Client portal
The issue is that sometimes the client gets confused about which field they need to update, especially when coding for Sales Receipts. We've received many tickets from the team saying they can't choose the account for a Sales Receipt, but in reality, they need to select the product/service. It would be helpful if you could highlight the clickable field that the client needs to choose. For example, when we ask the client for the account and class, the system should highlight the Account and Class fields for Deposits and Expenses, and highlight the Product/Service field for Sales Receipts.
Suphawit2
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.
Schare6
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 B1
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.
Rochelle3
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.
Neha1
Create Tie Out WorkBook
Utilize the Review Checklist to build out a Tie Out Workbook. Balance Sheet followed by reference tabs for each line item with proof documents. Example - bank & credit card stmts, lease documents for security deposit receivable, fixed asset purchase docs, loan docs, etc. Basically each line item links to a subsequent tab with the relevant proof that ties out. Followed by P&L with related tabs and then General Ledger at the end. Also P&L by Class/Location, Stmt of Cash Flows, KPI Dashboard page. A living document that rolls each month to house all kinds of related information, documents, etc. Basically it's auditable and 100% ready for tax.
Amanda2