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.

One big quality-of-life improvement that would make Xenett dramatically easier to use is persistent column customization. Right now, we can resize columns, choose which columns are visible, and move columns around — which is great — but those changes don’t stick. Every time we go back into a screen, we have to redo our preferred layout from scratch. If you have a specific workflow or layout that works best for your role, it’s frustrating to constantly rebuild it. What we’d love to see: Per-user saved layouts Let each user save their preferred column setup: Column order Column visibility (hide/show) Column width When we return to that screen, Xenett remembers our layout automatically. Optional firm-level / global layouts Allow admins to set a default “company standard” layout for key screens. Individual users could still tweak their own layout on top of that if needed. This becomes especially important as we approach year-end, particularly in the 1099 area. We often need to add extra columns to support our 1099 workflow. Without the ability to resize, move, and hide other columns in a way that persists, the screen becomes too wide and hard to work with. If we could set it up once and have Xenett remember it, that 1099 workspace would become genuinely game-changing for review and clean-up. In short: We already have good column tools. The missing piece is persistence: let us save and reuse layouts. Ideally: per-user saved views, plus optional firm-level defaults. This would take an already powerful tool and make it feel much more tailored, efficient, and sustainable for ongoing use.

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.

When someone starts working on a monthly close, have the status automatically switch to "In Progress". Thanks

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

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.

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)