Feature Ideas

It would be great to make the following improvements in client portal: Have an upload file tab where they can drag and drop files to share with the accountant. Enable/disable the "private" question option at the client level instead of every transaction so that routing credit card questions to specific users is more efficient and to avoid tagging the wrong person each time. Have an option to hide client response and resolved questions on client portal. Make the name of who posted the question just initials and move below the "assigned to" box so that it doesn't take so much space. For Non-transactional questions move the box to the same row as the question so it doesn't take so much space.

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.

Sometimes one user can have many roles in an accounting firm. Under a project, I would love to have the option to assign more than one role to an user. This is not available as of now. Thanks!

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

I would like to see the ability to update project start and recurrence without having to stop the recurrence and build out a new project. if a close is slated to recur on the 5th but I want to change this to the 1st I have to cancel the project and recreate it

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.

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!

I mentioned this is last month's call but figured I'd put it here also. I'm currently using Content Snare for statement requests because it allows me to set a due date for the client to respond by. It also has a series of emails that sends out on a schedule that says things like: Your accountant needs some info to finish your previous month's bookkeeping. This is due in 7 daysYour due date is approaching in 2 daysYour due date is hereYour information request is late This allows me to send the request and know the reminders will be set at a predetermined interval. I'd like to get rid of Content Snare and have all my requests in one spot (Xenett)

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