Feature Ideas

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!

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.

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

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.

It would be great to make the following improvements in client portal: Have an upload file tab where they can drag and drop files to share with the accountant. Enable/disable the "private" question option at the client level instead of every transaction so that routing credit card questions to specific users is more efficient and to avoid tagging the wrong person each time. Have an option to hide client response and resolved questions on client portal. Make the name of who posted the question just initials and move below the "assigned to" box so that it doesn't take so much space. For Non-transactional questions move the box to the same row as the question so it doesn't take so much space.

Ability to create a list of documents/items needed from the client to complete the bookkeeping/reconciliation and send to the client's portal. This checklist would be good for documents such as bank statements or other various items needed to request on a recurring basis. It would be great if the feature could be in the form of a checklist and as documents are submitted, the item is marked as submitted/completed, on both the client portal and accountant portal. Also, it would be beneficial to have this feature with the option to set to recurring (monthly, quarterly, etc.). Also, once it is received by the accountant the ability to remove it from the portal for accountants who store documents in a different software or on their own servers.

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.

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?