Feature Ideas
Submit IdeaBe able to start close from clients list
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).
Jamie2
Multiple P&L Views
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
Emily3
Bulk Close Status Update/Start Close
To be able to bulk select clients and update their close status as well as bulk select and start a close period for all from the client view. As of now we are having to go into each client to start a close.
Nicole1
Push notifications for the app when client questions are emailed or a way to send notifications through the app.
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.
Jamie#Questions/Client Portal#Notifications1
Allow Client to Assign Users to Specific Questions/Transactional Questions
It would be beneficial for clients to have the option to assign certain questions/transactional questions to individuals within their company (that have Xenett access) who can resolve the question and update transactional questions. Sometimes there are certain individuals within a company that handle specific tasks and it will make it easier for our clients to delegate some of the work to the appropriate individual.
Brittney1
Customize Close Mode Tabs
In addition to being able to save a filter modification for the P&L and Balance Sheet, it would be nice to be able to add reports and also remove them as necessary. A lot of our clients don't have AP, so we could remove that. Also, for adding/deleting and saving filter options, I would like to be able to do that at the practice level for all clients and then also modify at the client level if needed.
Michael2
Highlight on clickable field or requested field on Client portal
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.
Suphawit2
The ability for clients to split totals between accounts and classes
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.
Merima B1
Customizable Client Dashboard
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.
Amy2
Receipt Management
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.
Schare5
Calendar View for To-Do Items
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?
Michael3
The ability to add client's note to the transaction memo in bulk
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.
Neha0
GL Consistency Review - One Time Ignore for Irregular Transaction
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.
Rochelle2
Duplicate Entries - Multiple transaction sign off
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.
Neha1
Apply payments
The ability to apply payments to ap or ar that are just sitting out there
Kimberly1