Feature Ideas

Ability to email only certain client users. During email reminders or sending emails to clients from questions, it would be helpful to only send emails to certain users. I.E. The owners don't want the additional notification and would want their office manager to handle questions, but we want the owner to receive monthly reports.

I think it would be awesome to add a feature to the automation that would change the status on a project to complete when i publish the reports. Publishing reports is always my last step of the review process and I am not always good at remembering to close the project after i publish the reports.

Can you give us an indicator here of the number of items that have been "reviewed"? We have to click into every review point to see if the reviewed number is >0, and if it is, review the reviewed items. A lot of times the count is 0 - so it's a complete waste of effort on the part of the reviewer. I suggest 0/0 or 0/5 rather than the lightning bolt and zero only

It would be very helpful if the template worked more like a standard spreadsheet. It's currently missing: Bottom scroll bar for left to right The ability to expand a column width (sometimes we need to verify all information is in the cell) Debit and Credit columns on the Journal Entry tab instead of a single 'amount' column.

Can archived clients automatically be excluded from stats and reporting filters? For example, we have disengaged clients still appearing under Client Questions and Client Contact. Once a client is archived, we no longer need to maintain or monitor those metrics. They're still being sent emails from the portal as "Reminders" and appearing on these filters. Offboarding a client should simply be archiving the client.

If a reviewer is assigned at the company/client level, can that reviewer automatically be assigned to all recurring projects for that client? Currently, it seems like we have to manually assign the reviewer to each project every month that they recur. Ideally, the client-level reviewer would carry over to all of their projects.

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?

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.

Would it be possible to export the details of the filters applied to the 1099 module to pdf or excel? Our 1099 and new vendor review process has been VASTLY improved using this feature in Xenett! Part of our current process requires a review to go through excel exports from the 1099 module in Xenett to review the accountant's work. One of the things we don't see is how they've filtered and what they've excluded. If we could get that info into one file for the reviewers, they'd be so happy. Thanks!

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 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)

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!

The ability to apply payments to ap or ar that are just sitting out there