Roadmap
Planned(13)
- 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
- 3
Email Integration for Task Management
- 6
AR/AP Report Linked to QBO
- 8
Intercompany Balance Checks
- 9
Create Tie Out WorkBook
- 16
Receipt Management
- 18
Customizable Client Dashboard
Under consideration(110)
- 1
Return comment to "Open" Status
- 1
Allow internal comments from questions asked or received from client
- 1
month-end closes that are not at the standard month-end
#Tasks/Close - 1
Bulk "Add to Description" in Client Portal
#Questions/Client Portal - 2
Split 1099 amounts from a vendor between 1099-NEC and 1099-MISC
- 1
Config on accounts in 1099
#1099 - 1
Client Portal - Ordering/Filtering Questions
- 1
1099 Config Template to Utilize across all clients
- 1
Allow us to manage 1099 headings on the export
- 1
Daily digest of client question responses
Possibly in future(2)
Shipped(123)
- 1
Firm use vs client use
#Misc 🤷 - 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.
- 1
Batch sign off review points
- 1
Allow non-admin users to update custom column dates on clients they are assigned to