Feature Ideas

Perhaps on my home dashboard, a module where I can see all my client questions and their status to be able to mark them resolved without going to each client's dashboard. Alternatively, if a client has responded to a question- do not send them the open items email for the same question/task.

We need an Overview screen that shows us all clients' monthly close statuses for the year. We are having to do this manually. Xenett's Client List screen is not sufficient.

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.

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.

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.

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

When in the Client (Responded) Transactional Questions within the portal, if going to change the Name or Account, you can't apply and resolve. For example, we put some transactions to Waiting on Client so that we can ask things like "What is the purpose of this transaction," or "What is the name of this vendor/client"? Let's say I grab multiple to change the account to personal, and then just press resolve, it'll all go back to uncategorized entries in the project. Being able to "apply & resolve" would be extremely helpful and time saving. Also it would be super helpful to be able to bulk grab transactions from one button, not individually clicking each one like we do now. As stated we use the same type question for most transactions to keep it similar and not confusing for us or the client, but that groups our transactions depending on what question were asked (screenshot attached). With that being said, there's only a single bulk grab option (right next to Date/Type), but that selects every single transaction, no matter the question group. Often a certain group of questions will all be categorized to the same account, so being able to select per group would be nice.

I see that the client can see transaction details when viewing their financial report, however it doesn't look like they can leave comments or ask a question about what they are viewing. They would need to export the data and then upload it to Xenett to ask their question. This seems like unnecessary steps.

Can the W9 Request include an attachment or way for the vendor to fill out a W9 not just to upload?

We need to be able to create tasks from emails. When a client emails asking for something to be done, instead of manually creating that in Xenett, we want to auto create the task from the email.

Ability to press mark all as read or resolve all notifications under the bell

When I create a new job status, I would like the ability to choose the color associated with the status. Right now the only color is gray.

We are finally moving all of our clients over to the portal after setting up the month-end close process. One thing that we are trying to work around is notification settings. We want a way to set up more instant notifications for client questions submitted or responses that may come through, but we also want to differentiate between accountant questions and client questions for those notification settings. Are push notifications also going to be a thing at some point?

It would be nice to be able to have client facing tasks. For instance, entering a task, but being able to assign it to a client as an agreed upon to-do.

AP and AR Aging are always areas we question so having the ability to send question on individual bills or invoices would be very helpful.