Feature Ideas

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.

The client portal app is great, but it would also be nice to have an app on the bookkeeper/accountant side. This would help be able to respond to client questions, etc on the fly. Logging in to Xenett on the mobile web browser works, but is sometimes difficult to see everything.

Because we will be downloading the internal comments and using them for QA and training, we will need to assign importance to a comment. Is it a critical error? Is it an informational comment? This will allow us to quantify mistakes and train accordingly

It would be nice to have automators that will be triggered when certain tasks are completed. So if a task is completed it can add a due date automatically and show under the task list for the next user or task that needs to be completed.

I am not sure why this feature was changed. But we used to be able to bulk assign tasks but now the project assignment is tied to task assignment. This is not very efficient when building a team. There is often a project accounting lead or perhaps a manager and then bookkeeping or other support is assigned to individual tasks in the project. Can we move back to this feature?

When adding new client users, I would like a field to assign a role. For example: Owner, Admin, Coach, CPA, etc.

I'd really like to see an entry tab in Xenett that allows us to create journal entries from Xenett without input from excel. I would like to be able to take both journal entries created in Xenett and QBO and match them against a separate schedule tab in Xenett that can auto populate based on the Journal Entries and vice versa. I believe this would be incredibly useful tool for streamlining journal entries and scheduling. For the Journal Entries tab, I'd like to be able to easily access all historical entries and use Xenett itself to keep track of what the Journal Entries are for (Adjusting, Prepaid, Depreciation, Allocations, Etc.) This would be especially helpful to locate and resolve journal entries that are incorrect. QBO is very limited in our ability to manage journal entries.

https://www.loom.com/share/513e13bb969b4fd89d98ce9268427823

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.

Would it be possible to export the details of the filters applied to the 1099 module to pdf or excel? Our 1099 and new vendor review process has been VASTLY improved using this feature in Xenett! Part of our current process requires a review to go through excel exports from the 1099 module in Xenett to review the accountant's work. One of the things we don't see is how they've filtered and what they've excluded. If we could get that info into one file for the reviewers, they'd be so happy. Thanks!

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.

The ability to apply payments to ap or ar that are just sitting out there