Feature Ideas

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.

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.

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

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.

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)

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.

It would be great to have a more robust review module for firms where staff accountants can add commentary and attachments next to actual line items on P&L or Balance Sheet with additional column and status for reviewer to provide feedback or action item. Right now we use a combination of custom columns and the "comments" feature to track followups and statuses next to the reports but the notes are limited. It would also be great if each months notes and review can be saved and documented.

Ability to Bulk download attachments for a specific expense category.

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

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

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.