Feature Ideas

i have to export 1099 vendor list to send to client for approval. Would be nice to be able to share in client portal or a shareable link for client approval/feedback

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.

when you send a request for W9 ask for consent (optional) to send 1099 via email via check box or something like that since this is an IRS requirement for sending 1099s via email

We need to be able to create tasks from emails. When a client emails asking for something to be done, instead of manually creating that in Xenett, we want to auto create the task from the email.

When we pull a report from the Tasks section in Xenett, we can see the notes, but not the balances. It would be really helpful if the balances were included, since that would make the notes easier to understand. Right now, we have to pull extra reports just to see the balances.It would also be great to have a column in the Files section that shows whether a file is attached or not, so we can quickly tell if there’s supporting documentation for a balance.

This was such a great process this year...thanks! We would like to see the client information fill into the download so we don't have to fill it in ourselves. Thanks!

We are finally moving all of our clients over to the portal after setting up the month-end close process. One thing that we are trying to work around is notification settings. We want a way to set up more instant notifications for client questions submitted or responses that may come through, but we also want to differentiate between accountant questions and client questions for those notification settings. Are push notifications also going to be a thing at some point?

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.

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.

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?

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.

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