Feature Ideas

We need an Overview screen that shows us all clients' monthly close statuses for the year. We are having to do this manually. Xenett's Client List screen is not sufficient.

I would love to be able to embed a Loom or Vimeo video as an opening to the published reports. So title page, then video overview, then reports.

Create a cash flow / planner that shows daily bank cash balance, upcoming daily expenses based on past history or input. The purpose is to see how much cash is needed to cover upcoming expenses, will there be enough cash or which day the cash will run out.

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.

It would be nice to have the option to set our brand colors in the color picker so we were able to access them faster.

I think the "New Entities Review" task/review point has the opportunity to be super valuable if we were able to send W-9 requests to vendors directly from there. It could be set up similar to the 1099 feature where it could include some of the elements like "email address", "have w9?", and "1099 applicable" as columns. Maybe this column setup only shows up if you've selected the "New Vendors" filter in that review point. It could also show the comments and client questions like the 1099 feature. At minimum, it would be nice if you were able to click on the vendor's name from within the New Entities Review task and be directed to the vendor list over on the 1099 feature so that you could send the w9 request there. The benefit of making these updates to the review point would be the ability to collect W-9s more frequently or as soon as a new vendor is added and would avoid scrambling to get them all at the end of the year.

It would be nice if this menu bar on the left side could match our brand colors. We want our clients to think this is our white labeled product just for them and to have colors vastly different than our brand colors veers away from that.

Most payroll systems I work with that the JE syncs over automatically put the dates in the description vs the memo. It would be nice if that would work as well. Rippling and Gusto are two our firm uses a lot.

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.