Feature Ideas

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.

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.

I'd like to be able to run a report of all comments, include which task / client the comment related to, who made the comment and when, who resolved the comment and the actual detail of the comment.

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.

Because we will be downloading the internal comments and using them for QA and training, we will need to assign importance to a comment. Is it a critical error? Is it an informational comment? This will allow us to quantify mistakes and train accordingly

I see there is a Customizable Client Dashboard idea already in development. I may need to wait for 3.0 to roll out for this. However, I'd love to be able to report on this information. Who was on time with their month-end project? Who was late? I'd like to be able to run reports off the dashboard to update my KPIs.

We would like the ability to reorder questions so that we can make sure priority questions are always at the top of clients list. Additionally, we'd like filter options (on both sides of the portal) for priority, tags, etc.

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.

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.

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?

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.

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.

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.