Feature Ideas

I’d like to submit a new feature request related to user management in Xenett. Currently, when assigning client files to users via Manage Users > Assign Client Files to Users, the process can be quite time-consuming—especially for organizations managing a large number of clients and users. We’ve been using custom fields created under the client list to help organize and categorize clients. It would greatly improve efficiency if those custom fields could be used as filters in the client assignment screen. This would allow us to manage access and assignments more effectively, based on the internal structure we’ve set up. We’re requesting that custom fields from the client list be made available as filter options in the Assign Client Files window. I’ve attached a mock-up screenshot to illustrate how this could look. For example, if we select a custom field like “Pod Team,” the system would display a dropdown for that field, allowing us to assign multiple clients to users based on the selected value.

IE something that goes thru the analysis of the account ie uncategorized transactions or transations without a class to inlcude in a report

It would be really helpful if we had the option to have an announcement banner or section in the client portal. Out of Office notices, friendly reminders about important deadlines, etc. This would be extremely helpful as another way to manage client expectations. With this, we would be able to route clients directly to the portal for full collaboration, rather than relying on email, which is what we are trying to move away from. The goal is to have a single central location for client communication.

We used to be able to see Client Requests while looking at the Client Questions overview on the Client List page. This was replaced with "Draft". Please add this feature back. There have been times when we hadn't realized a client submitted a request, because the notification email sometimes gets sent to the junk folder. We've heavily relied on that feature to make sure client requests weren't being overlooked.

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.

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.

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.

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?

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.

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.

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.

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.

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

I would like to suggest to have a Review of the Trial balance - balance sheet accounts to make sure it matches with the supporting docs. e.g. Cash in bank will match the reconciliation report or AR should match the subsidiary ledger etc.