Feature Ideas

Need to have admin notified of QBO connection losts, as clients can not access the client portal and their question when QBO is disconnected. TY

Show forecasted to-dos prior to their scheduled start date (at least 1 month in future, 2 would be preferred) so that we are able to view work load/capacity and able to schedule staff holidays around upcoming todos.

We have close periods that were open in error. Currently I have to select each period separately and confirm I want it finalized. It would be much more efficient to be able to select the periods I want to finalize (or even be able to undo a period that was created) and confirm all at one time.

In certain review points like entries without a class, credit to expenses, debit to income etc. We should be able to select all income, expenses, other income, other expenses and as new accounts are added it should select those accounts. Currently, the system requires us to manually reselect the section to mark new accounts. There should be a way to select entire account categories—specifically Income, Expenses, Other Income, and Other Expenses—so that any new accounts created in the future are automatically selected and included in the review point.

We are an outsourced accounting firm. We are closing April for a new client so the closing might take 6-8 weeks. We are adding in our task descriptions and checklist, but we need to rollfoward to May to be able to check our daily work. That means as we continue to close April those descriptions will need to be re-added to May. Can we get an option similar to adding a new manager to ask if we can get those descriptions added to future period as well so we do not have to re-add.

Hi guys, It seems that lots of my clients don't actually READ the question I pose, and always think that I am asking for support docs. Would it be possible at all, that when I ask them to update the Customer, or the Class etc, that a coloured box appears around the dropdown for the information I am requesting? Something like this: This would also be really great when there are transactions where I need a lot of info - frequently I need the account, the customer, the class, and the support documentation. If each of these could be highlighted in a different colour, at least they would see all of the spots that I need them to fill in the blanks! Is anything like this possible?

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.

It would be great to be able to Archive clients that we are no longer engaged with, so that we don't have to pay for them but at the least, all the communications and the To-do's are saved.

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?

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.

Would it be possible to export the details of the filters applied to the 1099 module to pdf or excel? Our 1099 and new vendor review process has been VASTLY improved using this feature in Xenett! Part of our current process requires a review to go through excel exports from the 1099 module in Xenett to review the accountant's work. One of the things we don't see is how they've filtered and what they've excluded. If we could get that info into one file for the reviewers, they'd be so happy. Thanks!

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.

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.

Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.

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