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
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.
1
Ability to drag/drop files in the Client Portal so the clients don't have to upload as an attachment.
1
Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.
2
It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking
0
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
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.
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
On nontransactional questions, clients can delete their attachments, but on transactional questions, they cannot delete their uploaded attachments.
1
I saw this as another request marked as shipped but I think it only addressed the tag functionality, which I don't see a way to filter by. As we try to move more clients into this system, the separate teams managing them need to be able to address their clients only. The ability to group the client list views by those tags or additional aspects would go a long way in allowing us to do so.
1
I have clients that only use sage 50 desktop. The integration would be useful to assist these clients and new clients with routine bookkeeping and closes.
0
A report that shows the Audit log for the changes done through Autoreview in any transactions.
0
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.
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