Roadmap
In Development(9)
- 1
File Upload Notification
- 2
Be able to start close from clients list
#New Feature - 3
Percentage of sales check in Clean up mode
- 2
Multiple P&L Views
#New Feature - 7
Be able to notify the client when financials are ready to be viewed in the portal
#Improvement 👍#New Feature - 2
Bulk Close Status Update/Start Close
#New Feature - 2
Customize Close Mode Tabs
#Improvement 👍 - 10
Report Packages
- 4
Reports by Location
#Improvement 👍
Planned(13)
- 1
Single Sign On
#New Feature - 1
Vendor Email ID
- 1
Be able to select multiple search filter options
#Improvement 👍 - 3
Email Integration for Task Management
#Improvement 👍#New Feature - 6
AR/AP Report Linked to QBO
#Improvement 👍#New Feature - 8
Intercompany Balance Checks
#Improvement 👍#New Feature - 8
Create Tie Out WorkBook
#New Feature - 16
Receipt Management
#Improvement 👍#New Feature - 18
Audit Trail Report
#New Feature - 18
Customizable Client Dashboard
#Improvement 👍#New Feature
Under consideration(99)
- 1
Bulk download of attachments
- 1
Vendor that uses business name for 1099
#Improvement 👍 - 1
Send the monthly Xenett receipts via email
- 1
Accruals, Prepaid and Fixed Assets Subledger or Tracker
#New Feature - 2
Batch edit recurrence on To-do tab
#Improvement 👍 - 24
Highlight on clickable field or requested field on Client portal
#Improvement 👍#New Feature - 2
Allow "Invite Client" email to be scheduled to send
- 1
Notes and reports?
#Bug 🐛 - 1
Lock "Notes" and "Client Notes"
#Improvement 👍 - 1
1099 Module - add expenses coded to BS accounts and have a month end report to show new vendors and 1099 fields
#Improvement 👍#New Feature
Shipped(116)
- 1
Filter to "no status" on 1099 module
- 1
Ability to close comments in reports
#Bug 🐛 - 3
Want to see Year to date option in GL Consistency Review
#Improvement 👍 - 1
Ability to designate vendor as not 1099 Applicable?
#Improvement 👍 - 2
Request W9 from vendor in Xenett 1099 module.
#New Feature - 1
Batch sign off review points
#Improvement 👍 - 1
Allow non-admin users to update custom column dates on clients they are assigned to
#Improvement 👍 - 1
Can you make available Customer and Vendor (instead of just Name)?
- 1
recognize the vendor name in journal entries on reports
#Improvement 👍#Bug 🐛 - 1
Sync Client Responses to Accounting Software
#Improvement 👍