Feature Ideas

Before one of the most recent updates, we were able to view the client list immediately after logging in. It was so nice to have that information readily available without having to click around. I personally liked how I could click on the Xenett icon and would be taken to the client list. This allowed me to prioritize which clients to work on (which clients have responded and/or had requests). That information isn't available from the client drop down list. But now we have to go to the dashboard, then click client list, in order to view all of that information. It just added an extra step. Maybe there is a way for users to chose default view settings that allow if they want to see the dashboard first or the client list first.

Hello, I would like to be able to give my client access to the reports that I see in the Client Dashboard, especially the "Profit & Loss Snapshot". This would be helpful for illustrating trends in income and expenses for the past 6-12 months. "Business Snapshot" shows them something but not P&L by month. Thank you.

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.

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.

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.

Would be nice to ask a transaction question from uncategorized transactions in bank feed.

Please make a better update to fix the constant need to reload xen when doing things in QBO.

Hi. When I’m done using the Xenett plugin inside QuickBooks, I have to manually delete “?xt=” from the URL to get back to my normal QBO view. It’d be great if there were a simple “Return to QuickBooks” button or something similar. Hitting the back button in the browser doesn't work either. It’s a small thing, but it adds up when we’re jumping between clients all day. Right now, it's easier to not use the Plugin.

Is there a way we can have a box inside QBO that will make it a comment in xenett ?

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.

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.

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.

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.