Feature Ideas
Submit IdeaClose Module
A module to do the close process systematically with the ability to add a custom to-do list, checklist, and reconciliation in one place.
Neha0
Restructuring Speed mode
We're doing some changes to the speed mode to increase usability with a better experience.
Neha0
To-Do Module
A separate module to create to-do lists along with assignees, custom fields and track the tasks in the appropriate manner.
Neha0
Introducing Client Portal
Separate interface for Client (they wouldn't know it's Autoreview) Your own branding Ask Questions right from Autoreview. Request for documents, uncategorized transactions etc. Clients can respond easily from their own login. No emails. No google Sheets.
Hardik1
Intercompany Balance Checks
We have multiple related companies that have inter-company balances (due to/due from). It would be really great to have a screen where we could see the accounts side by side for each client. For example, we'd see the "Due To" from one set of books next to the "Due From" from the other company books. All the info should already be in Xenett since both companies are linked.
Benjamin2
Client portal improvements
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.
Stephanie1
Message All Client Contacts
We'd like to message all client portal user contacts at once, for things like holiday announcements. A mass contact message tool would be great!
Jack0
Additional Financial Report Customization
Would be nice if we can add additional reports to the financial publish report packages, also would be great if we can do a 3 month comparison rather than just 2
Roxanne S2
On the Statement of Cashflow have the line by line explanations
On the financial package under the publish feature. It would be great if each line item on the statement of cashflow statement was explained. I understand we can add notes at the bottom of the statement but it is super helpful for the client to have the descriptions line by line. This was available in Keeper and would love to see it here to
Roxanne S1
have a review point for items that do not have an attachment
it would be really beneficial to have a review point that pulls transactions that do not have any receipts or attachments.
Shawn1
Ability to create a task to download statements for all bank and credit card accounts.
This would ideally work like GL Rec where Xenett creates a task for all bank accounts. This is helpful when we have an admin person log into clients' bank to retrieve statement and keep the statement gathering task separate from the reconciliation task
Mebea2
Be able to get 1099 Report
Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.
Hardik4
Highlight on clickable field or requested field on Client portal
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.
Suphawit2
Receipt Management
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.
Schare6
The ability for clients to split totals between accounts and classes
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.
Merima B1