Feature Ideas

Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.

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

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.

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?

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

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

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.

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.

I would like the option to suppress zero rows on P&L and Balance Sheet reports, 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.

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

It would be nice to have Tags & Note fields in the section of Accounts Balance Checks, Review Expenses, and Entries Trend Analysis report to add notes of specific things for yourself or your team.

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

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.

Show forecasted to-dos prior to their scheduled start date (at least 1 month in future, 2 would be preferred) so that we are able to view work load/capacity and able to schedule staff holidays around upcoming todos.