Feature Ideas

The client portal app is great, but it would also be nice to have an app on the bookkeeper/accountant side. This would help be able to respond to client questions, etc on the fly. Logging in to Xenett on the mobile web browser works, but is sometimes difficult to see everything.

It would be nice to have automators that will be triggered when certain tasks are completed. So if a task is completed it can add a due date automatically and show under the task list for the next user or task that needs to be completed.

When adding new client users, I would like a field to assign a role. For example: Owner, Admin, Coach, CPA, etc.

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?

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.

Sometimes email notifications have delay, We noticed that when someone messages us through the portal we won't get notified until 30 mins - 1 hr later. Also, there is no sound when notification comes through. Sometimes we open lots of windows that it's hard to find the xenett website. I suggest there is an option to download desktop app for windows/mac so we can easily pin the xenett app in the taskbar and will also have option to get notification with sound like a ding or something and there is also an option to mute it. It would also be helpful to see the number of notifications if notification is enabled in the desktop app something like slack, please see attached screenshot. Thanks!

I mentioned this is last month's call but figured I'd put it here also. I'm currently using Content Snare for statement requests because it allows me to set a due date for the client to respond by. It also has a series of emails that sends out on a schedule that says things like: Your accountant needs some info to finish your previous month's bookkeeping. This is due in 7 daysYour due date is approaching in 2 daysYour due date is hereYour information request is late This allows me to send the request and know the reminders will be set at a predetermined interval. I'd like to get rid of Content Snare and have all my requests in one spot (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 beneficial for those clients that use the app to know when a question is posted. Otherwise they just have to think to check the app or see the email. One of our clients prefers to use the app exclusively instead of checking her email.

Because we will be downloading the internal comments and using them for QA and training, we will need to assign importance to a comment. Is it a critical error? Is it an informational comment? This will allow us to quantify mistakes and train accordingly

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?

I'd really like to see an entry tab in Xenett that allows us to create journal entries from Xenett without input from excel. I would like to be able to take both journal entries created in Xenett and QBO and match them against a separate schedule tab in Xenett that can auto populate based on the Journal Entries and vice versa. I believe this would be incredibly useful tool for streamlining journal entries and scheduling. For the Journal Entries tab, I'd like to be able to easily access all historical entries and use Xenett itself to keep track of what the Journal Entries are for (Adjusting, Prepaid, Depreciation, Allocations, Etc.) This would be especially helpful to locate and resolve journal entries that are incorrect. QBO is very limited in our ability to manage journal entries.

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?

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!