Feature Ideas

Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.

Create a cash flow / planner that shows daily bank cash balance, upcoming daily expenses based on past history or input. The purpose is to see how much cash is needed to cover upcoming expenses, will there be enough cash or which day the cash will run out.

It would be helpful to be able to do a few things: Mass edit questions (I added a new client user and had to manually edit all of my questions to include or exclude her, as well as making them private so it worked right) I would like to set questions to private by default. That way if we have client user changes it is easier to accomodate. I would like to set client users to have default permissions. For example, the new user only needs access to specific questions. If she was disabled by default I could manually add her to the ones she has the right to view, instead of having to disable her from most of them. In order to modify resolved questions, I had to reopen them. This was an issue because the new user didn't need access to most of the older resolved questions, but there were 119 questions on her "responded" tab that were resolved on my end. So to hide them from her I had to reopen them, make the changes, then resolve again. Or just delete entirely.

For the client questions it will be very helpful to be able to mass change assignee (example to be able to mass re-assign if error was made or mass add assignee if someone else is going to help).This is very helpful for private questions which assignee is important.

Just another way to filter for month end review.

A Review Point that could allocate balances at month end based on specified parameters

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.

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.

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.

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.

Hi, can we be able to set due dates based on business day instead of having to set an actual date. Example; we close client books by the 10th business day which the actual day of the month is different each month. If that's not possible, it would be helpful to be able to update the due dates for all clients at once.

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.