Roadmap
Under consideration(134)
- 1
Close Overview
- 1
P&L view a drop down to expand P&L to vendor level detail including a filter with class
#Review Points#AI Financials Review - 1
Add Dropbox as a file location
- 1
More Customization within Client Email Notifications
#Questions/Client Portal - 1
One user and multiple roles.
#Project/Task - 2
Filter Rows in Financials Review reports
#Misc 🤷 - 3
Upgrade Financial Reports
#Publish Reports - 4
Allow Client Questions for Aging AR Transactions
#Questions/Client Portal - 2
Update Tax codes
#Project/Task#Questions/Client Portal#Review Points - 1
Add Billable Status as a filter to the Smart Search/Custom Review Point
#Review Points
Planned(15)
- 1
Transactional Questions Refund (Credit) Show Number Negative not Positive
- 1
Description Consistency Report
- 1
Organize tasks by other filters.
- 1
Filters on dashboard.
#Project/Task - 1
Add time manually for a firm member.
#Misc 🤷 - 2
Select who to send email to from inside Xenett
#comments#Misc 🤷 - 3
Create Client Tasks from Emails
#Project/Task - 1
More date options in the P&L
#AI Financials Review - 6
Clear off findings in Financials Review tab
#AI Financials Review - 6
A way to get rid of mentions/resolved chats after they are completed.
#comments
Under Development(9)
- 1
Allow project assignment separate from task assignment
#Project/Task - 1
Task Attachments
#Project/Task#Files - 2
Automators
#Project/Task - 2
Client Comments/Questions on Published Reports
- 2
Ability to export and print comments.
- 4
Email Client Options
#Questions/Client Portal - 2
Assign Tasks to Client
#Project/Task - 7
Download internal comments
#Review Points#Misc 🤷 - 1
Project Sort by Percentage
#Project/Task
Shipped(256)
- 1
Client Folders available in the portal
#Questions/Client Portal - 1
Client Questions into Tasks
#Project/Task#Questions/Client Portal - 2
Archive data or Export all Data
- 3
Add column to Client List that shows last full sync and ability to run full sync for multiple clients at once
#Misc 🤷 - 1
Remove Total Amount/Split from Transactional Questions
#Questions/Client Portal - 1
Bulk Sync/Refresh for Transaction Counts on All Clients
- 1
Be able to reject with comment on multiple transaction
- 1
Twelve month trailing P&L by month
#Publish Reports - 8
Notification QBO disconnect
- 1
Close Overview Dashboard
Possibly in future(1)
Archived(11)
- 1
Scheduling One time questions
#Questions/Client Portal - 1
Recurrent Question Bug
#Questions/Client Portal - 1
Close ToDo Integrate with Normal ToDo
- 1
Close Status Dropdown Display
- 2
Have close mode open to earliest month since finalized month
- 1
In the close section having prior month Notes float over for to do items
#Misc 🤷 - 1
Be able to select multiple search filter options
- 1
Filter for tasks that have not been prepared
- 1
Add Global Transaction Internal Comment Option
- 1
Show account number on the "suggested" account in XAP mode