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?
2
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.
1
We have multiple related companies that have inter-company balances (due to/due from). It would be really great to have a screen where we could see the accounts side by side for each client. For example, we'd see the "Due To" from one set of books next to the "Due From" from the other company books. All the info should already be in Xenett since both companies are linked.
1
Ability to drag/drop files in the Client Portal so the clients don't have to upload as an attachment.
1
Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.
2
It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking
0
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.
1
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.
1
Show forecasted to-dos prior to their scheduled start date (at least 1 month in future, 2 would be preferred) so that we are able to view work load/capacity and able to schedule staff holidays around upcoming todos.
1
When viewing the AR/AP reports in Xenett, you can only see what the amounts are. To research further you have to go to QBO, it would be nice if the report allowed you the option to "View in QuickBooks" once you click on the amount past due/over due. This would connect you to the QuickBooks account and pull up the outstanding bills/invoices in Quickbooks that you clicked on so you can research further.
1
On nontransactional questions, clients can delete their attachments, but on transactional questions, they cannot delete their uploaded attachments.
1
Ability to create a list of documents/items needed from the client to complete the bookkeeping/reconciliation and send to the client's portal. This checklist would be good for documents such as bank statements or other various items needed to request on a recurring basis. It would be great if the feature could be in the form of a checklist and as documents are submitted, the item is marked as submitted/completed, on both the client portal and accountant portal. Also, it would be beneficial to have this feature with the option to set to recurring (monthly, quarterly, etc.). Also, once it is received by the accountant the ability to remove it from the portal for accountants who store documents in a different software or on their own servers.
1
Have recurring questions that need to be updated with amounts, dates or some other variable. The recurring questions have placeholders (eg. $X,XXX) and we need a chance to update these recurring questions before they reach the client. The ask is when Xenett auto creates the recurring questions, to save it as draft.
0
If one of the items is to roll forward a BS recon or FA schedule, instead of tying it to a GL account it can just be a close item.
1
I saw this as another request marked as shipped but I think it only addressed the tag functionality, which I don't see a way to filter by. As we try to move more clients into this system, the separate teams managing them need to be able to address their clients only. The ability to group the client list views by those tags or additional aspects would go a long way in allowing us to do so.
1