Feature Ideas

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

I'd love for the reports to have a P&L YTD by month option.

A client is looking to make the coding process quicker by tabbing to the next field to code instead of having to click in a neutral space on the screen, waiting for updating coding to be reflected, then clicking on the next field to code.

Can we change this to adjust so that we can go back at least 3 fiscal years,

In QBO, there is a "custom fields" feature that stores useful information on transactions that would be helpful to see as a column when you're in a review point.

Is there a feature where we can set recurring deadlines for client e.g. monthly submission deadline, bi-weekly payroll timesheet submission deadline. AND then have the ability to customize reminder templates AND auto send the reminder template by setting a set of rules e.g. auto send submission deadline reminder if submission notification is not received within 5 days of submission deadline date?

Ability for client to notify once document upload and/or inquiry responses process has been finalized > this feature would be very helpful as we never know at what stage client's upload process is, if they are just getting started, completed, work in progress etc. So having a notification button to confirm uploads/inquiry response process is complete is very valuable.

Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.

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.

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.

It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking

A report that shows the Audit log for the changes done through Xenett in any transactions.