Feature Ideas

I think the "New Entities Review" task/review point has the opportunity to be super valuable if we were able to send W-9 requests to vendors directly from there. It could be set up similar to the 1099 feature where it could include some of the elements like "email address", "have w9?", and "1099 applicable" as columns. Maybe this column setup only shows up if you've selected the "New Vendors" filter in that review point. It could also show the comments and client questions like the 1099 feature. At minimum, it would be nice if you were able to click on the vendor's name from within the New Entities Review task and be directed to the vendor list over on the 1099 feature so that you could send the w9 request there. The benefit of making these updates to the review point would be the ability to collect W-9s more frequently or as soon as a new vendor is added and would avoid scrambling to get them all at the end of the year.

I love the new Inter Company Review feature! I think it would be even better if we could easily add any missing transactions to the necessary company to fix the discrepancy issues. I would also love the ability to click on the transactions in the review point to be able to see more details or edit the transaction.

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?

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.

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?

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.

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.

I would like to ensure that if I create a new folder for our clients to provide them with their month-end or year-end reports package and upload all the reports and statements they cannot delete the files or folders, only view/download. This way if the client ever needs to revisit those reports for whatever reason they can quickly download them again and not wait for our staff to re-send them because they accidently deleted the file

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.

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.

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.

Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.

The ability to apply payments to ap or ar that are just sitting out there