Feature Ideas

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!

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.

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.

Would be nice to ask a transaction question from uncategorized transactions in bank feed.

Currently if Xenett suggest findings in Financials Review tab there isn't a way to clear off the findings if the suggestion is not correct. Maybe a check mark similar to the review points tab to tell it that the findings are okay as is.

Ability to email only certain client users. During email reminders or sending emails to clients from questions, it would be helpful to only send emails to certain users. I.E. The owners don't want the additional notification and would want their office manager to handle questions, but we want the owner to receive monthly reports.

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.

The reports you allow to be included in a Published report is very limited. For example, there aren't any sales reports. I can't include an inventory report. Also, I create reports outside the accounting system like a KPI dashboard and charts. If your system accepted a PDF file then I could include them.

Sometimes clients like to just hit the resolved button without answering the question. It goes into Responded, but we have no ability to reopen the question from there. We have to resolve it and then republish. May we have the ability to republish directly from the Responded section?

Need to have admin notified of QBO connection losts, as clients can not access the client portal and their question when QBO is disconnected. TY

In certain review points like entries without a class, credit to expenses, debit to income etc. We should be able to select all income, expenses, other income, other expenses and as new accounts are added it should select those accounts. Currently, the system requires us to manually reselect the section to mark new accounts. There should be a way to select entire account categories—specifically Income, Expenses, Other Income, and Other Expenses—so that any new accounts created in the future are automatically selected and included in the review point.

Hi Xenett! When we drill into a client in the Xenett client list, and scroll down to the Transaction counts, could you please add the "Bank account transactions"? This is available on the QBO Overview screen, but not in Xenett. We NEED this number so that we can analyze the effort we are making to "work the bank feed" for our clients. For now, we have to leave Xenett where all the other trxn counts are, and log in to QBO > Overview to get that one number. Also, is there a way to run a csv or pdf of all of the transaction counts for a particular date range for all clients at once? That way we can feed that to Claude who is creating our capacity dashboard each month. For now, we have to go in and out of every client to export their transaction count and give Claude a whole bunch of uploads. Thank you! Laura

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?