Feature Ideas

I am creating question templates, but I'd like to be able to create question groupings as well as arrange the order the questions are posted to the client. Groupings could be like "Onboarding questions", "Recurring Questions", and whatever other grouping names I'd like. This would be a similar format to creating a project where I can arrange the order of my sections and tasks but this would apply to how I create questions that are posted to my clients.

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.

We need an Overview screen that shows us all clients' monthly close statuses for the year. We are having to do this manually. Xenett's Client List screen is not sufficient.

Hi Hardik Wanted to pass along a random idea I had as I am currently onboarding a new client. We spend a ton of time configuring vendors to GL accounts to make sure we have a solid foundation for future monthly close outs, this process has improved the quality immensely for our new client onboarding since we started using xenett. That being said, it does take a lot of time and many of the vendors are extremely common across clients. It would be cool if xenett could automatically suggest GL configurations based on where vendors are recorded for other clients. It would be useful too whenever new vendors appear.

Perhaps on my home dashboard, a module where I can see all my client questions and their status to be able to mark them resolved without going to each client's dashboard. Alternatively, if a client has responded to a question- do not send them the open items email for the same question/task.

It would be good to have a warning for A/R and A/P saying billing or invoice over 30 days, 60 day and 90 days overdue. This way we can bring it to the attention of our clients.

The new PL features doesn’t allow us to show prior months in ascending order, can we PLEASE have this option? It’s available in the review financial section.

AP and AR Aging are always areas we question so having the ability to send question on individual bills or invoices would be very helpful.

Sometimes we have issues that go on for more than one month, and just leaving comments in the normal review isn’t enough to keep track of them. I’d really like a way to escalate an item — this could be a task, a review point, a GL account, an entry, whatever. When we escalate something, it would: Let us tag specific people Let us add notes on what the issue is and why it’s being escalated I’m picturing a separate “Escalations” section on the client’s Dashboard where all these escalated items show up in one place for easy visibility. This would be outside of any one review cycle or project — these are things we need to keep an eye on and take action on between regular reviews. It would also be really helpful in client meetings: we could just open the Escalations area and quickly see all ongoing issues, open items, follow-ups, etc. Ideally, each escalation would still be linked to the original thing (task / review point / GL / whatever) so we can jump back and see the details. But in the regular review comments, I’d want the escalation part to be kind of minimized or collapsed so it doesn’t clutter everything up. That way, comments don’t stay open forever when really they should be “escalated” instead. The main thing I’m asking for is: A non-client-facing area on the Dashboard that lists all escalated items for that client, with links back to where they came from, so we can track bigger or longer-running issues more cleanly than just using comments forever.

I would like to be able to ask questions on the aged receivable & payable report so that I can keep everything organized and attached to the transaction instead of copying questions and emailing them to the client.

Rather than having to set up email notifications, a direct integration with Slack would be beautiful. It would be great if we could map each client to their channel. However, I would even be down for one Xenett channel where notifications could go there. For instance: Client answers or asks a question, instead of and email, Slack would get a notification: Company ABC answered 3 questions and 1 new request.

Please make the client name bigger and bolder for us to see when we are in this task view.

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?