Feature Ideas

Ability to connect a QBO account to review points, accounts, to see what the status of the books are. This will help to let us know how much work (cleanup) needs to be done and also help with pricing. Idea is to give each account a scoring point and reveal/highlight the areas that would need work.

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.

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.

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.

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.

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.

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.

I'd like to be able to run a P&L by either a specific Class or Location and save that custom view w/ review notes for my preparer.

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.

Ability to create client proposals and accept payments on the proposal. Would be nice as we seek an all-in-one solution.

The client view of the portal dashboard has a limited view of the notes. My notes section has the following (among more as needed) and I would like the notes section to be expanded for easier viewing: 🧾 Uploading receipts: Paper receipts → Upload via the QBO app (See how) Electronic receipts → Forward to xyz@qbodocs.com (More info) Notes/Questions? → Use the "Ask Question" option anytime 🗃️ Uploaded Other Files: Click “Files”, then drag and drop your documents. 📄 Accessing Reports (coming Q1 2025): Click “Reports”, then explore the interactive financials. 📞 Best Way to Reach Us: Xenett portal → best for bookkeeping related communication Email → Support@mydomain.com For one-on-one meetings with Erica → book here. Note → Emails to Erica@mydomain.com may have slower response times. ⏰ Office Hours Monday–Thursday, 8 AM–4 PM EST We respond within 48 hours during office hours. Urgent request? Include "URGENT" in the subject line, and we’ll do our best to assist quickly. 📲 Portal app for your convenience: Watch this quick video from Xenett’s creator to see how Client Connext makes it easy to respond and send us your questions! Android Google Client Connext App Apple Client Connext App

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.

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.

Add a section on the client Dashboard where you can store additional information about the client for easy access i.e. contact information, business number, due dates, links, notes, etc. that you need to refer to regularly while working on the client.

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?