Feature Ideas

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.

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.

Currently it only allows for P&L accounts. There are instances where we book a transaction to prepaid and once recognized it needs to hit a liability or clearing account.

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 ?

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.

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.

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 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.

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

https://www.loom.com/share/4867aee26a574e3b968520dbe4ae5600?sid=410997d4-75e4-419d-b89c-9164215d619d

I would like the ability to set task recurrences for 2x per month (such as 1st & 15th of each month). This would be for things like payroll. Currently, I need 2 monthly tasks for this purpose, but if I edit one, I have to remember to edit the other. Thanks

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.