Feature Ideas

Trending
  1. Have Journal Entries pull into the 1099 portal

    Problem: o Xenett does not recognize transaction type: Journal Entry. o When we perform the 1099 review (on a quarterly basis) none of the contractor payments from payroll JEs appear in Xenett’s reporting. o To compensate, staff must: . Download Transactions details data to Excel . Build pivot tables to isolate contractor payments . Manual update spreadsheets for review Impact: • Increased manual workload: Quarterly 1099 reviews require downloading payroll JEs, pivoting, and reconciling outside of Xenett. • Consistency risk: Every quarter, a new Excel file is created for the review. This makes the process vulnerable to differences from file to file and preparer to preparer (filters, formulas, formatting). • Higher error risk: Manual pivot tables and spreadsheet updates raise the chance of missed or duplicated transactions. • Compliance risk: Excluded contractor payments could cause underreporting on 1099s, exposing clients to IRS penalties. • Inefficiency: Reviews take longer and depend heavily on staff Excel skills, reducing scalability.

    Katie

    8

  2. Have the status automatically switch to "In Progress" when work starts on a monthly close

    When someone starts working on a monthly close, have the status automatically switch to "In Progress". Thanks

    Jim Stevens

    1

  3. 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

  4. Desktop version for xenett with real-time pop up notifications

    Sometimes email notifications have delay, We noticed that when someone messages us through the portal we won't get notified until 30 mins - 1 hr later. Also, there is no sound when notification comes through. Sometimes we open lots of windows that it's hard to find the xenett website. I suggest there is an option to download desktop app for windows/mac so we can easily pin the xenett app in the taskbar and will also have option to get notification with sound like a ding or something and there is also an option to mute it. It would also be helpful to see the number of notifications if notification is enabled in the desktop app something like slack, please see attached screenshot. Thanks!

    Support

    1

  5. A way to get rid of mentions/resolved chats after they are completed.

    We should be able to have a way to clear mentions or resolved chats after they are completed. Mentions stay in the mention part forever. Those need a way to get rid of them. The resolved chats still show up on that comment line. They need to go away or STAY with that project when it is completed.

    Kaylen Q

    0

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. Archive Clients

    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.

    Angel

    4

  13. Client portal improvements

    It would be great to make the following improvements in client portal: Have an upload file tab where they can drag and drop files to share with the accountant. Enable/disable the "private" question option at the client level instead of every transaction so that routing credit card questions to specific users is more efficient and to avoid tagging the wrong person each time. Have an option to hide client response and resolved questions on client portal. Make the name of who posted the question just initials and move below the "assigned to" box so that it doesn't take so much space. For Non-transactional questions move the box to the same row as the question so it doesn't take so much space.

    Stephanie

    1

  14. AR/AP Report Linked to QBO

    When viewing the AR/AP reports in Xenett, you can only see what the amounts are. To research further you have to go to QBO, it would be nice if the report allowed you the option to "View in QuickBooks" once you click on the amount past due/over due. This would connect you to the QuickBooks account and pull up the outstanding bills/invoices in Quickbooks that you clicked on so you can research further.

    Brittney

    1

  15. Forecast upcoming to-do workflow

    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.

    Pamala

    1