Roadmap
In Development(10)
- 19
P&L Actuals vs Budget
- 1
File Upload Notification
- 2
Be able to start close from clients list
- 3
Percentage of sales check in Clean up mode
- 2
Multiple P&L Views
- 7
Be able to notify the client when financials are ready to be viewed in the portal
- 2
Bulk Close Status Update/Start Close
- 2
Customize Close Mode Tabs
- 10
Report Packages
- 4
Reports by Location
Planned(14)
Under consideration(105)
- 1
Split 1099 amounts from a vendor between 1099-NEC and 1099-MISC
- 1
Config on accounts in 1099
#1099 - 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
- 1
Client Portal - Client Interaction
- 1
Client Portal - Republish Questions in Responded
- 1
Bulk download of attachments
- 1
Vendor that uses business name for 1099
- 1
Send the monthly Xenett receipts via email
Possibly in future(2)
Shipped(117)
- 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
- 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
- 1
Can you make available Customer and Vendor (instead of just Name)?
- 1
recognize the vendor name in journal entries on reports