Roadmap
Under consideration(133)
- 2
Convert Current Project to a template
#Project/Task - 1
Client Upload Notifications
- 1
Create email from the Emails tab under project
#Project/Task - 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
Reporting Package
- 1
More Customization within Client Email Notifications
#Questions/Client Portal - 4
One user and multiple roles.
#Project/Task - 2
Filter Rows in Financials Review reports
#Misc 🤷 - 3
Upgrade Financial Reports
#Publish Reports - 6
Allow Client Questions for Aging AR Transactions
#Questions/Client Portal
Planned(14)
- 1
Bulk internal comment on uncategorized transactions
#Questions/Client Portal#comments - 1
Transactional Questions Refund (Credit) Show Number Negative not Positive
- 1
Description Consistency Report
- 1
Filters on dashboard.
#Project/Task - 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 - 8
Clear off findings in Financials Review tab
#AI Financials Review - 7
A way to get rid of mentions/resolved chats after they are completed.
#comments - 4
customer portal Close Results
#Questions/Client Portal
Under Development(7)
- 1
Financials Reporting Package in Excel
#Publish Reports - 3
Allow project assignment separate from task assignment
#Project/Task - 6
Automators
#Project/Task - 1
Be able to duplicate tasks
#Project/Task#Review Points - 4
Email Client Options
#Questions/Client Portal - 3
Assign Tasks to Client
#Project/Task - 1
Project Sort by Percentage
#Project/Task
Shipped(274)
- 1
Please add a P&L by Class Option to Financial Reviews
- 1
Additional Due Date Filter on Tasks
- 1
Client Resources Section
#Questions/Client Portal - 1
Filter Client List by Last Sync Date
#Misc 🤷 - 1
Close Overview
- 4
Move tasks between projects
#Project/Task - 1
Task Attachments
#Project/Task#Files - 2
Organize tasks by other filters.
- 1
Client Folders available in the portal
#Questions/Client Portal - 1
Add Dropbox as a file location
Possibly in future(1)
Archived(11)
- 1
Scheduling One time questions
#Questions/Client Portal - 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
- 1
Recurrent Question Bug
#Questions/Client Portal - 1
Close ToDo Integrate with Normal ToDo