Feature Ideas

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.

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.

I'd love for the reports to have a P&L YTD by month option.

A client is looking to make the coding process quicker by tabbing to the next field to code instead of having to click in a neutral space on the screen, waiting for updating coding to be reflected, then clicking on the next field to code.

Can we change this to adjust so that we can go back at least 3 fiscal years,

Is there a feature where we can set recurring deadlines for client e.g. monthly submission deadline, bi-weekly payroll timesheet submission deadline. AND then have the ability to customize reminder templates AND auto send the reminder template by setting a set of rules e.g. auto send submission deadline reminder if submission notification is not received within 5 days of submission deadline date?

It would be nice if this menu bar on the left side could match our brand colors. We want our clients to think this is our white labeled product just for them and to have colors vastly different than our brand colors veers away from that.

Please add more color to the Heading area where my question to the client is located. At first glance it just appears to be a list of transactions w/ no indication on why they are there. If we could draw the clients eye/attention to the actual question they would more easily be able to understand what they are looking at. Make it a vibrant color that is not your standard purple. Like make it our Brand Color or at least something eye catching.

Would be nice if we can add additional reports to the financial publish report packages, also would be great if we can do a 3 month comparison rather than just 2

On the financial package under the publish feature. It would be great if each line item on the statement of cashflow statement was explained. I understand we can add notes at the bottom of the statement but it is super helpful for the client to have the descriptions line by line. This was available in Keeper and would love to see it here to

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

The issue is that sometimes the client gets confused about which field they need to update, especially when coding for Sales Receipts. We've received many tickets from the team saying they can't choose the account for a Sales Receipt, but in reality, they need to select the product/service. It would be helpful if you could highlight the clickable field that the client needs to choose. For example, when we ask the client for the account and class, the system should highlight the Account and Class fields for Deposits and Expenses, and highlight the Product/Service field for Sales Receipts.

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.

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.

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.