Roadmap
In Development(10)
- 1
Search ToDo by Client
#Tasks/Close - 1
Setting to be able to save how you want to view your To-Dos
#Tasks/Close - 1
See All Recurring ToDo that assigned to me
#Tasks/Close - 2
Automatically start the next close month
#Tasks/Close - 1
Expand "Notes" section of Dashboard
- 3
Be able to start close from clients list
- 3
Multiple P&L Views
- 2
Bulk Close Status Update/Start Close
- 2
Customize Close Mode Tabs
- 8
Reports by Location
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
- 5
Email Integration for Task Management
- 7
AR/AP Report Linked to QBO
- 10
Intercompany Balance Checks
- 11
Create Tie Out WorkBook
- 19
Receipt Management
- 19
Customizable Client Dashboard
Under consideration(128)
- 1
Sync Files/Folders with Google Drive
- 1
Push notifications for the app when client questions are emailed or a way to send notifications through the app.
#Questions/Client Portal#Notifications - 1
Close ToDo Integrate with Normal ToDo
- 1
KPI creation
- 2
Central location for Client Notepad
#Misc 🤷 - 1
Enable auto-reply
#Questions/Client Portal - 1
Profit and Loss analysis
- 2
QOL Update: Using Tab to switch between fields in the portal
#Tasks/Close#Questions/Client Portal - 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
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