Feature Ideas

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  1. 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

    0

  2. 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

    5

  3. 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.

    Shanta

    1

  4. 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.

    Erik

    5

  5. 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

    Jasmine

    1

  6. Clients to view work papers (files tab)

    Clients could see the statements, reconciliations, custom reports via their client portal.

    Trish K

    0

  7. 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 Q

    1

  8. 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 P

    1

  9. 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.

    Kaylen

    1

  10. 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.

    Suphawit

    2

  11. 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

    6

  12. 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

    1

  13. 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

    3

  14. 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

  15. 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.

    Amanda

    2