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?
2
Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.
2
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.
1
Utilize the Review Checklist to build out a Tie Out Workbook. Balance Sheet followed by reference tabs for each line item with proof documents. Example - bank & credit card stmts, lease documents for security deposit receivable, fixed asset purchase docs, loan docs, etc. Basically each line item links to a subsequent tab with the relevant proof that ties out. Followed by P&L with related tabs and then General Ledger at the end. Also P&L by Class/Location, Stmt of Cash Flows, KPI Dashboard page. A living document that rolls each month to house all kinds of related information, documents, etc. Basically it's auditable and 100% ready for tax.
1
We have multiple related companies that have inter-company balances (due to/due from). It would be really great to have a screen where we could see the accounts side by side for each client. For example, we'd see the "Due To" from one set of books next to the "Due From" from the other company books. All the info should already be in Xenett since both companies are linked.
1
Ability to drag/drop files in the Client Portal so the clients don't have to upload as an attachment.
1
It would be great to have a budget-actual comparison, that you can filter by customer/project, location, class, etc.. specially for grant tracking
0
A report that shows the Audit log for the changes done through Autoreview in any transactions.
0
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.
1
The ability to apply payments to ap or ar that are just sitting out there
1
Email or text alerts when bank balances are below or above certain thresholds. Thanks
0
Show forecasted to-dos prior to their scheduled start date (at least 1 month in future, 2 would be preferred) so that we are able to view work load/capacity and able to schedule staff holidays around upcoming todos.
1
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.
0
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.
1
On nontransactional questions, clients can delete their attachments, but on transactional questions, they cannot delete their uploaded attachments.
1