Feature Ideas

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.

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

Need to have admin notified of QBO connection losts, as clients can not access the client portal and their question when QBO is disconnected. TY

In certain review points like entries without a class, credit to expenses, debit to income etc. We should be able to select all income, expenses, other income, other expenses and as new accounts are added it should select those accounts. Currently, the system requires us to manually reselect the section to mark new accounts. There should be a way to select entire account categories—specifically Income, Expenses, Other Income, and Other Expenses—so that any new accounts created in the future are automatically selected and included in the review point.

Hi Xenett! When we drill into a client in the Xenett client list, and scroll down to the Transaction counts, could you please add the "Bank account transactions"? This is available on the QBO Overview screen, but not in Xenett. We NEED this number so that we can analyze the effort we are making to "work the bank feed" for our clients. For now, we have to leave Xenett where all the other trxn counts are, and log in to QBO > Overview to get that one number. Also, is there a way to run a csv or pdf of all of the transaction counts for a particular date range for all clients at once? That way we can feed that to Claude who is creating our capacity dashboard each month. For now, we have to go in and out of every client to export their transaction count and give Claude a whole bunch of uploads. Thank you! Laura

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?

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?

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.

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.

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.

Accountants frequently receive requests via email creating duplicate work to incorporate those requests into the task management portion of Xenett.

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

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.

Sometimes email notifications have delay, We noticed that when someone messages us through the portal we won't get notified until 30 mins - 1 hr later. Also, there is no sound when notification comes through. Sometimes we open lots of windows that it's hard to find the xenett website. I suggest there is an option to download desktop app for windows/mac so we can easily pin the xenett app in the taskbar and will also have option to get notification with sound like a ding or something and there is also an option to mute it. It would also be helpful to see the number of notifications if notification is enabled in the desktop app something like slack, please see attached screenshot. Thanks!