Feature Ideas

I'd like to be able to download internal comments to a PDF or Excel. This would allow me to keep track of how many "review points" my team member has in a given time period. If you have another way for us to track accuracy by team member, I'd love to hear it!

Please add the ability to export all client questions (not just comments) from the Tasks list or Review Points section in Xenett to Excel format. Why It’s Needed: To maintain a complete audit trail of client communications. To support firms that use Xenett as a client portal but manage operations externally. Suggested Export Fields: Question text, Date sent, Status (e.g., pending, resolved), Client response (if applicable) It would be linked to the task or review point.

We would like to use the close feature for all of our clients which include some not in QBO. If we were able to upload a trial balance that would then refresh the GL balances, we can reconcile all of our balance sheet accounts in Xenett.

We need an archive for clients we've lost. Or an option to download all data. The fact that you don't offer this is extremely frustrating. Either of these features cannot take a tremendous amount of coding time so they are obviously de-prioritized by Xenett. I know we've asked previously, and I know others have asked - I see it on this board - so I'm frustrated by the lack of movement on this.

I am not sure why this feature was changed. But we used to be able to bulk assign tasks but now the project assignment is tied to task assignment. This is not very efficient when building a team. There is often a project accounting lead or perhaps a manager and then bookkeeping or other support is assigned to individual tasks in the project. Can we move back to this feature?

As we create more efficiency in how we use projects and tasks, I am finding that I have tasks in projects that are not needed. I don't want to recreate the task, it would be easier to move the task to the project it should belong to then close the project I no longer need.

Hi guys, It seems that lots of my clients don't actually READ the question I pose, and always think that I am asking for support docs. Would it be possible at all, that when I ask them to update the Customer, or the Class etc, that a coloured box appears around the dropdown for the information I am requesting? Something like this: This would also be really great when there are transactions where I need a lot of info - frequently I need the account, the customer, the class, and the support documentation. If each of these could be highlighted in a different colour, at least they would see all of the spots that I need them to fill in the blanks! Is anything like this possible?

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.

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.

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.

Would it be possible to export the details of the filters applied to the 1099 module to pdf or excel? Our 1099 and new vendor review process has been VASTLY improved using this feature in Xenett! Part of our current process requires a review to go through excel exports from the 1099 module in Xenett to review the accountant's work. One of the things we don't see is how they've filtered and what they've excluded. If we could get that info into one file for the reviewers, they'd be so happy. Thanks!

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.

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

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.