Feature Ideas

We would like to be able to see transaction-level comments in the comments threads of the P&L and Balance Sheet accounts that the transaction is booked to. We're having closers add comments to uncleared transactions, old AR/AP, etc and then adding another comment to the accounts on the Financials Review reports. It would save them time and allow reviewers to see the whole picture from the Financials Review tab which is where they spend most of their time at month end.

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?

I mentioned this is last month's call but figured I'd put it here also. I'm currently using Content Snare for statement requests because it allows me to set a due date for the client to respond by. It also has a series of emails that sends out on a schedule that says things like: Your accountant needs some info to finish your previous month's bookkeeping. This is due in 7 daysYour due date is approaching in 2 daysYour due date is hereYour information request is late This allows me to send the request and know the reminders will be set at a predetermined interval. I'd like to get rid of Content Snare and have all my requests in one spot (Xenett)

It would be beneficial for those clients that use the app to know when a question is posted. Otherwise they just have to think to check the app or see the email. One of our clients prefers to use the app exclusively instead of checking her email.

The client portal app is great, but it would also be nice to have an app on the bookkeeper/accountant side. This would help be able to respond to client questions, etc on the fly. Logging in to Xenett on the mobile web browser works, but is sometimes difficult to see everything.

I would love to be able to embed a Loom or Vimeo video as an opening to the published reports. So title page, then video overview, then reports.

Currently if Xenett suggest findings in Financials Review tab there isn't a way to clear off the findings if the suggestion is not correct. Maybe a check mark similar to the review points tab to tell it that the findings are okay as is.

I am creating question templates, but I'd like to be able to create question groupings as well as arrange the order the questions are posted to the client. Groupings could be like "Onboarding questions", "Recurring Questions", and whatever other grouping names I'd like. This would be a similar format to creating a project where I can arrange the order of my sections and tasks but this would apply to how I create questions that are posted to my clients.

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

It would be nice to have automators that will be triggered when certain tasks are completed. So if a task is completed it can add a due date automatically and show under the task list for the next user or task that needs to be completed.

So this is more of a Support Ticket item. But I get an error when I attempt to ask client questions on the aging AR items. For one client, it was working for my supervisor but not for me, for other clients it works for neither of us.

Sometimes one user can have many roles in an accounting firm. Under a project, I would love to have the option to assign more than one role to an user. This is not available as of now. Thanks!

Would it be possible to white label the client connect app. Perhaps when they open it show our logo?

As we add and perfect a project under a client it would be convenient to be able to convert it into a project for use with future clients.

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!