Roadmap
Under consideration(133)
- 1
Payroll Accrual Map multiple payroll accrual accounts
#Review Points - 5
Allow questions to be grouped and arranged
#Questions/Client Portal - 3
A/P & A/P Warnings on AI Review
- 7
Close Overview
#Project/Task - 3
P&L by Month - Prior Months order
#Publish Reports - 4
Bulk Apply & Resolve
#Project/Task#Questions/Client Portal - 1
GST/HST column for transaction questions
#Questions/Client Portal - 2
Assign Tasks to Client
#Project/Task - 2
Allow BS accounts in prepaid schedule setup
#Review Points - 2
Plugin Redirect
#Misc 🤷
Planned(14)
- 1
Select who to send email to from inside Xenett
#Misc 🤷#comments - 1
Creation date stamp on pinned comments
#comments - 2
More detailed Client Email Notifications
- 1
Payroll Accrual review point be able to map Other Expense Accounts
- 3
Create Client Tasks from Emails
#Project/Task - 1
More date options in the P&L
#AI Financials Review - 2
See all registered client users under firm settings in one list
#Misc 🤷 - 5
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 - 4
Subtask Status Tied to Parent Task Status
#Project/Task
Shipped(210)
- 1
Expand project level question recurrence
#Project/Task#Questions/Client Portal - 1
Can we please have questions that are posted to the client portal indicate which close they are from
#Questions/Client Portal - 1
Add an option to block clients from deleting files
#Questions/Client Portal - 1
For recurring projects/tasks, allow specific day of week (example: 2nd Wed of each month).
- 2
Section Naming
#Project/Task - 1
Prepaid Expenses be able to map other expense accounts
#Review Points - 3
Bulk Resolve Notifications
#Misc 🤷 - 2
Make it more obvious that there is a file, question or comment related to a task.
#Project/Task#Questions/Client Portal - 2
Choose color for project status
#Project/Task#Misc 🤷 - 1
Allow Client to Reopen Transaction Question Responses
Possibly in future(1)
Archived(10)
- 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
- 1
QuickBooks Online bulk Tag Edit