Feature Ideas

I would like to be able to ask questions on the aged receivable & payable report so that I can keep everything organized and attached to the transaction instead of copying questions and emailing them to the client.

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!

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)

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

Sometimes we have issues that go on for more than one month, and just leaving comments in the normal review isn’t enough to keep track of them. I’d really like a way to escalate an item — this could be a task, a review point, a GL account, an entry, whatever. When we escalate something, it would: Let us tag specific people Let us add notes on what the issue is and why it’s being escalated I’m picturing a separate “Escalations” section on the client’s Dashboard where all these escalated items show up in one place for easy visibility. This would be outside of any one review cycle or project — these are things we need to keep an eye on and take action on between regular reviews. It would also be really helpful in client meetings: we could just open the Escalations area and quickly see all ongoing issues, open items, follow-ups, etc. Ideally, each escalation would still be linked to the original thing (task / review point / GL / whatever) so we can jump back and see the details. But in the regular review comments, I’d want the escalation part to be kind of minimized or collapsed so it doesn’t clutter everything up. That way, comments don’t stay open forever when really they should be “escalated” instead. The main thing I’m asking for is: A non-client-facing area on the Dashboard that lists all escalated items for that client, with links back to where they came from, so we can track bigger or longer-running issues more cleanly than just using comments forever.

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?

When making a comment or responding to a comment having the ability to change it to a to-do item for the ability to track time and make additional notes would be awesome

Some of our clients have asked whether the email notifications can be more specific about the types of questions they are being notified about. I know we can customize the message, but it's just a general "Hey, we have new questions for you", but it would be helpful to show the number of transaction questions open versus the general or project questions that are open in their portal. Similar to the emails we get from Xenett when clients respond to requests, ask a question, or upload a new document.

Our process currently is if we do not have a receipt associated to an expense is to code it without the tax. It would be way more efficient if we had the ability to update the tax rate once the client comments and uploads the receipt to the questions that we have asked instead of needing to go into Xero and updating it on the transaction itself.

Sometimes comments need to be followed up with the client. It would be useful to be able to export and print comments.

Need to the ability budget for time at the project level.

Will these 2 review points be available for Xero anytime soon?

We would like to use the close feature for all of our clients which include some not in QBO. If we were able to upload a trial balance that would then refresh the GL balances, we can reconcile all of our balance sheet accounts in Xenett.

When we pin comments, it would be nice to see the date the comment was added as part of what shows as pinned. So we don't have to click "show previous comments" to get that information.

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?