Feature Ideas

I'd like to be able to download internal comments to a PDF or Excel. This would allow me to keep track of how many "review points" my team member has in a given time period. If you have another way for us to track accuracy by team member, I'd love to hear it!

As we create more efficiency in how we use projects and tasks, I am finding that I have tasks in projects that are not needed. I don't want to recreate the task, it would be easier to move the task to the project it should belong to then close the project I no longer need.

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?

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!

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)

When viewing the AR/AP reports in Xenett, you can only see what the amounts are. To research further you have to go to QBO, it would be nice if the report allowed you the option to "View in QuickBooks" once you click on the amount past due/over due. This would connect you to the QuickBooks account and pull up the outstanding bills/invoices in Quickbooks that you clicked on so you can research further.

I'd like to be able to run a report of all comments, include which task / client the comment related to, who made the comment and when, who resolved the comment and the actual detail of the comment.

I would like to be able to run a report of all tasks (to-do or close) showing me the details and history of the task, such as the assignee, the status, and the date of all changes. For example, a task has been assigned to me with a due date of 3/31. I marked the task complete on 3/30. Or the task was assigned to me, then assigned to another employee. I can run an audit log on each task individually but I want to be able to run a report that would give me this info all tasks.

We have close periods that were open in error. Currently I have to select each period separately and confirm I want it finalized. It would be much more efficient to be able to select the periods I want to finalize (or even be able to undo a period that was created) and confirm all at one time.

Please add the ability to export all client questions (not just comments) from the Tasks list or Review Points section in Xenett to Excel format. Why It’s Needed: To maintain a complete audit trail of client communications. To support firms that use Xenett as a client portal but manage operations externally. Suggested Export Fields: Question text, Date sent, Status (e.g., pending, resolved), Client response (if applicable) It would be linked to the task or review point.

We would like to use the close feature for all of our clients which include some not in QBO. If we were able to upload a trial balance that would then refresh the GL balances, we can reconcile all of our balance sheet accounts in Xenett.

I am not sure why this feature was changed. But we used to be able to bulk assign tasks but now the project assignment is tied to task assignment. This is not very efficient when building a team. There is often a project accounting lead or perhaps a manager and then bookkeeping or other support is assigned to individual tasks in the project. Can we move back to this feature?