Feature Ideas

My client asked me a question which created something I need to do. I want to be able to link the "Questions from Client" to an existing task or create a new task to create internal accountability without additional administrative burden.

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!

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?

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?

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.

We want to have the option to select all or simultaneously sign-off multiple transactions within the duplicate entries section especially those that are cleared.

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.

Sometimes one user can have many roles in an accounting firm. Under a project, I would love to have the option to assign more than one role to an user. This is not available as of now. Thanks!

When adding new client users, I would like a field to assign a role. For example: Owner, Admin, Coach, CPA, etc.

The ability to customize client notification frequency based on Project Type. For example it is okay that "Close" projects are weekly but for something like "Payroll" projects it would be ideal if they could have their own notification frequence for client questions to ensure approvals are done in a timely manner.

I would like to see the ability to update project start and recurrence without having to stop the recurrence and build out a new project. if a close is slated to recur on the 5th but I want to change this to the 1st I have to cancel the project and recreate it

We take the information out of QBO and create an excel model for our budgets. With the activity you are doing in QBO/Xenett, would it be something you could create or incorporate?

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.

Would it be possible to export the details of the filters applied to the 1099 module to pdf or excel? Our 1099 and new vendor review process has been VASTLY improved using this feature in Xenett! Part of our current process requires a review to go through excel exports from the 1099 module in Xenett to review the accountant's work. One of the things we don't see is how they've filtered and what they've excluded. If we could get that info into one file for the reviewers, they'd be so happy. Thanks!