Feature Ideas

Utilize the Review Checklist to build out a Tie Out Workbook. Balance Sheet followed by reference tabs for each line item with proof documents. Example - bank & credit card stmts, lease documents for security deposit receivable, fixed asset purchase docs, loan docs, etc. Basically each line item links to a subsequent tab with the relevant proof that ties out. Followed by P&L with related tabs and then General Ledger at the end. Also P&L by Class/Location, Stmt of Cash Flows, KPI Dashboard page. A living document that rolls each month to house all kinds of related information, documents, etc. Basically it's auditable and 100% ready for tax.

I'd like to be able to run a P&L by either a specific Class or Location and save that custom view w/ review notes for my preparer.

Am I able to start a close from the client list page? Without having to click into the client and start it (which takes a while when having to do it for multiple clients).

I'd like to be able to run multiple versions of the P&L and save those views with my review notes. This would eliminate the need to export reports from QBO and make notes on the PDF or Excel version. For example... View #1: P&L by Month View #2: P&L by Class View #3: P&L YTD vs PYTD

I'd like the "Receive an email notification whenever the client user responds to a question or sends a request within the past hour." to be updated to include when the client uploads a document to the new files section.

It would be helpful to be able to ask internal questions to team members on questions we have asked of the client or the client has asked of us. Sometimes there may be information shared in different methods (e.g. via email, client meeting, another thread). Just like we can make internal comments on transactions questions and see how a client responded from the same location, it would be helpful to be able to do the same for non-transaction related questions.

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

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

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.

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.