Feature Ideas

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?

Hi Hardik Wanted to pass along a random idea I had as I am currently onboarding a new client. We spend a ton of time configuring vendors to GL accounts to make sure we have a solid foundation for future monthly close outs, this process has improved the quality immensely for our new client onboarding since we started using xenett. That being said, it does take a lot of time and many of the vendors are extremely common across clients. It would be cool if xenett could automatically suggest GL configurations based on where vendors are recorded for other clients. It would be useful too whenever new vendors appear.

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.

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.

I would love to be able to embed a Loom or Vimeo video as an opening to the published reports. So title page, then video overview, then reports.

The reports you allow to be included in a Published report is very limited. For example, there aren't any sales reports. I can't include an inventory report. Also, I create reports outside the accounting system like a KPI dashboard and charts. If your system accepted a PDF file then I could include them.

I'm unable to send the financial reports to clients because they don't indicate the currency. If they had the $ on them with the numbers, we could use those to send to clients but the format makes the presentation look unprofessional at this time.

I love the new Inter Company Review feature! I think it would be even better if we could easily add any missing transactions to the necessary company to fix the discrepancy issues. I would also love the ability to click on the transactions in the review point to be able to see more details or edit the transaction.

Don't update for all Xenett clients if someone updated the naming. Teams update there section from Monthly to Sales Tax and then everyone's Monthly becomes Sales Tax. This is causing a lot of confusion.

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?

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.

Hi, can we be able to set due dates based on business day instead of having to set an actual date. Example; we close client books by the 10th business day which the actual day of the month is different each month. If that's not possible, it would be helpful to be able to update the due dates for all clients at once.

When someone starts working on a monthly close, have the status automatically switch to "In Progress". Thanks

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