Feature Ideas

Utilize the Review Checklist to build out a Tie Out Workbook. Balance Sheet followed by reference tabs for each line item with proof documents. Example - bank & credit card stmts, lease documents for security deposit receivable, fixed asset purchase docs, loan docs, etc. Basically each line item links to a subsequent tab with the relevant proof that ties out. Followed by P&L with related tabs and then General Ledger at the end. Also P&L by Class/Location, Stmt of Cash Flows, KPI Dashboard page. A living document that rolls each month to house all kinds of related information, documents, etc. Basically it's auditable and 100% ready for tax.

The reconciliation date for Credit Cards is misleading. We want to see the last reconciled date in QBO, not the date of the last reconciled entry.

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

It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking

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.

At present, the client's comments can be added to the transaction memo directly in QuickBooks individually but the option to add them in bulk will be great.

The feature to add recurring questions for the client. For example, asking for Inventory reports every month.

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

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.

I would like to suggest to have a Review of the Trial balance - balance sheet accounts to make sure it matches with the supporting docs. e.g. Cash in bank will match the reconciliation report or AR should match the subsidiary ledger etc.

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

It would be awesome to be able to view vendors and be able to select if vendors need a W-9 and then be able to see who actually qualify for the criteria of needing 1099.

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.

In the Previous version of Xenett, if any parts that don’t have transactions to review (Showing zero), they will sign off automatically and increase the percentage of completion when we click start to review. So, it would be good if Xenett 2.0 could sign off automatically in the close mode when there is no transaction to review.

I would love to see this feature in the portal to be able to track 1099 and request W9s from vendors to keep 1099 filings updated. I noticed in other comments that this is under consideration. Do you have a timeline?