Feature Ideas

When we create a folder structure it is useful and efficient to be able to copy a folder hierarchy to other subfolders. For example, I have a bank statement folder with several client bank accounts and monthly statements for each account in folder 2024. Now it is time to copy the same structure for folder 2025, but currently, I have to add folders for each account each year.

Can we get the "add to description" in the client's comments to be part of the bulk action ribbon when selecting transactions? Pretty pleas.

I have several vendors that have received money for services provided (1099-NEC) but also award money which needs to be part of the 1099-MISC. Right now, Xenett only allows the vendor total amount to be coded against one form.

Hi! In the 1099 requests function, I would like to be able to have the "from" appear to be the client or the firm on behalf of. In this way, vendors would more easily recognize the need to address the email if they haven't interacted with our firm on behalf of our clients before. The messaging and upload view is spot on, though!! Thanks.

Hi! I have a lot of closed/disabled accounts in one of my clients. It made config a little more time consuming. I wonder if there is a way to toggle disabled accounts on/off in the config view. Alternatively, maybe choose accounts with no activity for 24 mths or some appropriate period? Thanks for considering.

Feature request: Have close mode open to the earliest month after a finalized month. When I log in to a client, it defaults to a finalized month and half the time it takes me a minute to realized I need to open the next month.

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.

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 have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking

Add a section on the client Dashboard where you can store additional information about the client for easy access i.e. contact information, business number, due dates, links, notes, etc. that you need to refer to regularly while working on the client.

A report that shows the Audit log for the changes done through Xenett in any transactions.

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?

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.

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.