Feature Ideas
Submit IdeaReceipt 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
Create Tie Out WorkBook
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.
Amanda2
Email Integration for Task Management
Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.
Erik3
Export internal comments
I really need to be able to export these internal comments. I'm trying to monitor how accurate my team is. This is one way of figuring out if they are having issues. I'd like to be able to download this from the main dashboard and from the client level. What I'm trying to do is print the review points. We use the internal comments to keep track of things that we find and need to be corrected or just to ask questions of the other team members.
Ramona0
%Change on Report
Add a % Change Column to the P&L that shows the change from the previous period.
Emily H0
Select Custom Date Range for time logs
Please add the feature where we can select custom range for the time logs under 'Reports' to be able to pull data not just on daily basis but also for weekly, bi-weekly, monthly & quarterly per client or per user. I believe this would benefit us to have better analysis on the workload and distribute workload accordingly to enhance efficiency in our team.
John1
P&L by Month
I'd love for the reports to have a P&L YTD by month option.
Erica P0
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
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
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
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
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