Feature Ideas

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.

Would be nice to ask a transaction question from uncategorized transactions in bank feed.

Before one of the most recent updates, we were able to view the client list immediately after logging in. It was so nice to have that information readily available without having to click around. I personally liked how I could click on the Xenett icon and would be taken to the client list. This allowed me to prioritize which clients to work on (which clients have responded and/or had requests). That information isn't available from the client drop down list. But now we have to go to the dashboard, then click client list, in order to view all of that information. It just added an extra step. Maybe there is a way for users to chose default view settings that allow if they want to see the dashboard first or the client list first.

Hello, I would like to be able to give my client access to the reports that I see in the Client Dashboard, especially the "Profit & Loss Snapshot". This would be helpful for illustrating trends in income and expenses for the past 6-12 months. "Business Snapshot" shows them something but not P&L by month. Thank you.

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?

We have multiple related companies that have inter-company balances (due to/due from). It would be really great to have a screen where we could see the accounts side by side for each client. For example, we'd see the "Due To" from one set of books next to the "Due From" from the other company books. All the info should already be in Xenett since both companies are linked.

Ability to create a list of documents/items needed from the client to complete the bookkeeping/reconciliation and send to the client's portal. This checklist would be good for documents such as bank statements or other various items needed to request on a recurring basis. It would be great if the feature could be in the form of a checklist and as documents are submitted, the item is marked as submitted/completed, on both the client portal and accountant portal. Also, it would be beneficial to have this feature with the option to set to recurring (monthly, quarterly, etc.). Also, once it is received by the accountant the ability to remove it from the portal for accountants who store documents in a different software or on their own servers.

Please make a better update to fix the constant need to reload xen when doing things in QBO.

Can we get the "add to description" in the client's comments to be part of the bulk action ribbon when selecting transactions? Pretty pleas.

Please add the ability to export all client questions (not just comments) from the Tasks list or Review Points section in Xenett to Excel format. Why It’s Needed: To maintain a complete audit trail of client communications. To support firms that use Xenett as a client portal but manage operations externally. Suggested Export Fields: Question text, Date sent, Status (e.g., pending, resolved), Client response (if applicable) It would be linked to the task or review point.

Hi. When I’m done using the Xenett plugin inside QuickBooks, I have to manually delete “?xt=” from the URL to get back to my normal QBO view. It’d be great if there were a simple “Return to QuickBooks” button or something similar. Hitting the back button in the browser doesn't work either. It’s a small thing, but it adds up when we’re jumping between clients all day. Right now, it's easier to not use the Plugin.

Is there a way we can have a box inside QBO that will make it a comment in xenett ?

Instead of going to each client file and then settings to see the clients specifically registered to that company, I'd like to be able to see a master list of all my client users under the firm settings (name/email/assignment- basically the same as our staff members) so we can get a high level overview and make sure inactive users are removed.

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.