Feature Ideas

It would be great to be able to Archive clients that we are no longer engaged with, so that we don't have to pay for them but at the least, all the communications and the To-do's are saved.

The "Client Notes" feature was a great addition, and I started using it a few months ago to track important details about my clients i.e. business info, login usernames and passwords, etc. A couple days ago I went to "Copy" one of the usernames but accidentally overwrote it. Instinctively, I hit CTRL-Z to undo the change, but instead of undoing the change it actually DELETED 90% of the text I had in the Cleint Note and there was no way to recover it. Luckily, I have most of these details stored in various other places, but if I didn't, this could've been disastrous. Therefore, the "Notes" should really be "Locked" somehow unless you manually unlock them to make changes. There should also be a "Are you sure you want to overwrite" or something like that before making changes to "Notes".

Hi Support! We are trying out the 1099 feature and have some things we wish to be included for a more efficient use: To show all cash disbursements including those coded to Balance Sheet accounts To have a month end report that shows both New Vendors (for W9 review) and 1099 fields (to designate 1099 eligible and W9 on file) Looking forward to your response. Thank you!

I'd like the "Receive an email notification whenever the client user responds to a question or sends a request within the past hour." to be updated to include when the client uploads a document to the new files section.

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

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.

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

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.

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?

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.

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.

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.

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.

Would be great if there was a monthly report package that can be exported to a PDF. Cover page Table of contents Summary page consisting of comparable Revenue, COGS, Operating Expenses and Net income Income Statement (with the option to have just the 1 month or a breakdown of several months) Balance Sheet Cash Flow (Would also be amazing to have a Info tab for each line item that explains to the client what it means) Top 10 Vendors Top 10 Customers Some Metric options. A Note page where we can add our own notes