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.
1
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?
2
Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.
2
A report that shows the Audit log for the changes done through Autoreview in any transactions.
0
The ability to apply payments to ap or ar that are just sitting out there
1
We have multiple related companies that have inter-company balances (due to/due from). It would be really great to have a screen where we could see the accounts side by side for each client. For example, we'd see the "Due To" from one set of books next to the "Due From" from the other company books. All the info should already be in Xenett since both companies are linked.
1
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.
1
Would be nice to ask a transaction question from uncategorized transactions in bank feed.
1
We will be using the same template for all clients and all to-dos will have the same due date (certain day of the month). Would love to be able to set the due date and recurrence at the template level instead of manually adjusting each to-do.
1
Ability to drag/drop files in the Client Portal so the clients don't have to upload as an attachment.
1
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.
1
Add a section on the client Dashboard where you can store additional information about the client for easy access i.e. contact information, business number, due dates, links, notes, etc. that you need to refer to regularly while working on the client.
1
I would like the option to suppress zero rows on P&L and Balance Sheet reports, thanks
0
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.
3
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
3