Feature Ideas

A report that shows the Audit log for the changes done through Xenett in any transactions.

I have several vendors that have received money for services provided (1099-NEC) but also award money which needs to be part of the 1099-MISC. Right now, Xenett only allows the vendor total amount to be coded against one form.

It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking

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.

Would be great if there was a monthly report package that can be exported to a PDF. Cover page Table of contents Summary page consisting of comparable Revenue, COGS, Operating Expenses and Net income Income Statement (with the option to have just the 1 month or a breakdown of several months) Balance Sheet Cash Flow (Would also be amazing to have a Info tab for each line item that explains to the client what it means) Top 10 Vendors Top 10 Customers Some Metric options. A Note page where we can add our own notes

Email or text alerts when bank balances are below or above certain thresholds. Thanks

After setting up the filter views, I want to be able to save my view so I don't have to set the filters all the time.

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)

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.

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.

For example Jan 1 2023 to Jun 30 2024. I am usually checking transactions over a date range such as that one and I have to keep resetting the date range when I go back to a Custom Review Point. Thank you.

When we create a folder structure it is useful and efficient to be able to copy a folder hierarchy to other subfolders. For example, I have a bank statement folder with several client bank accounts and monthly statements for each account in folder 2024. Now it is time to copy the same structure for folder 2025, but currently, I have to add folders for each account each year.

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.

Hi! In the 1099 requests function, I would like to be able to have the "from" appear to be the client or the firm on behalf of. In this way, vendors would more easily recognize the need to address the email if they haven't interacted with our firm on behalf of our clients before. The messaging and upload view is spot on, though!! Thanks.

Hi! I have a lot of closed/disabled accounts in one of my clients. It made config a little more time consuming. I wonder if there is a way to toggle disabled accounts on/off in the config view. Alternatively, maybe choose accounts with no activity for 24 mths or some appropriate period? Thanks for considering.