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
- 4
Email Integration for Task Management
- 7
AR/AP Report Linked to QBO
- 10
Intercompany Balance Checks
- 11
Create Tie Out WorkBook
- 18
Receipt Management
- 19
Customizable Client Dashboard
Under consideration(122)
- 1
Profit and Loss analysis
- 1
QOL Update: Using Tab to switch between fields in the portal
#Questions/Client Portal#Tasks/Close - 1
Tax1099 output file
#1099#Files - 1
1099 Module - add expenses coded to BS accounts and have a month end report to show new vendors and 1099 fields
- 1
Allow internal comments not assigned to a person to show in the bubble at the top right
- 1
Time Estimates
- 7
Archive Clients
- 1
Create audit log to track client response on transactional questions
- 1
Apply the theme to menu bar in dark mode
- 2
Audit Log
Possibly in future(2)
Shipped(125)
- 1
Firm use vs client use
#Misc 🤷 - 1
Subscription
- 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