Roadmap
In Development(11)
- 1
Search ToDo by Client
#Tasks/Close - 1
Setting to be able to save how you want to view your To-Dos
#Tasks/Close - 1
See All Recurring ToDo that assigned to me
#Tasks/Close - 3
Automatically start the next close month
#Tasks/Close - 20
Customizable Client Dashboard
- 2
Expand "Notes" section of Dashboard
- 4
Be able to start close from clients list
- 4
Multiple P&L Views
- 4
Bulk Close Status Update/Start Close
- 2
Customize Close Mode Tabs
Planned(12)
- 1
Have close mode open to earliest month since finalized month
- 1
Single Sign On
- 1
Vendor Email ID
- 1
Be able to select multiple search filter options
- 6
Email Integration for Task Management
- 7
AR/AP Report Linked to QBO
- 10
Intercompany Balance Checks
- 12
Create Tie Out WorkBook
- 20
Receipt Management
- 9
Automatically sign off in Close mode
Under consideration(137)
- 1
Select Custom Date Range for time logs
#Tasks/Close - 1
P&L by Month
#Misc 🤷 - 1
Time log report
#Misc 🤷#port - 2
Export internal comments
#Tasks/Close#Review Points#port - 1
On Time delivery
- 1
All uploaded monthly files saved automatically to file folder for the month
#Tasks/Close#Review Points#Files - 2
Assign importance to internal comments
#Review Points - 2
Ability for question template to be copied to multiple clients just like how to-do template can be copied to multiple client spaces
- 1
Permissions for client portal users (Visibility for non-owner users)
#Questions/Client Portal - 2
Sync Files/Folders with Google Drive
Possibly in future(2)
Shipped(126)
- 1
Allowing Mass Reclassifications for > 18 Months
- 1
Firm use vs client use
#Misc 🤷 - 1
Subscription
- 1
Add "1099 Applicable?" as part of bulk actions
- 1
Filter to "no status" on 1099 module
- 1
Ability to close comments in reports
- 3
Want to see Year to date option in GL Consistency Review
- 2
File Upload Notification
- 1
Ability to designate vendor as not 1099 Applicable?
- 2
Request W9 from vendor in Xenett 1099 module.