Feature Ideas

Before one of the most recent updates, we were able to view the client list immediately after logging in. It was so nice to have that information readily available without having to click around. I personally liked how I could click on the Xenett icon and would be taken to the client list. This allowed me to prioritize which clients to work on (which clients have responded and/or had requests). That information isn't available from the client drop down list. But now we have to go to the dashboard, then click client list, in order to view all of that information. It just added an extra step. Maybe there is a way for users to chose default view settings that allow if they want to see the dashboard first or the client list first.

Hello, I would like to be able to give my client access to the reports that I see in the Client Dashboard, especially the "Profit & Loss Snapshot". This would be helpful for illustrating trends in income and expenses for the past 6-12 months. "Business Snapshot" shows them something but not P&L by month. Thank you.

It would be great to be able to Archive clients that we are no longer engaged with, so that we don't have to pay for them but at the least, all the communications and the To-do's are saved.

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

Please make a better update to fix the constant need to reload xen when doing things in QBO.

Hi. When I’m done using the Xenett plugin inside QuickBooks, I have to manually delete “?xt=” from the URL to get back to my normal QBO view. It’d be great if there were a simple “Return to QuickBooks” button or something similar. Hitting the back button in the browser doesn't work either. It’s a small thing, but it adds up when we’re jumping between clients all day. Right now, it's easier to not use the Plugin.

Is there a way we can have a box inside QBO that will make it a comment in xenett ?

Instead of going to each client file and then settings to see the clients specifically registered to that company, I'd like to be able to see a master list of all my client users under the firm settings (name/email/assignment- basically the same as our staff members) so we can get a high level overview and make sure inactive users are removed.

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.

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.

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?

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.

When Setting Up the Configuration there are times that for a Supplier there is a Irregular Entry Made to a Different Account and you want to leave it that way but still clear it from the GL Consistency Review as it is reviewed. The key is that You also want it to be flagged if any future entries end up in this account. If you had an "Accept Once Time" or "Ignore Irregularity" Button that would be super helpful! It would allow the items to show as reviewed and cleared from the overall list, but at the same time the system would still flag entries here in future months.