Building on the groundwork laid last month, the February XENsights focuses on powerful new reporting features and added system safeguards to help you manage your portfolio with greater precision and security.
Advanced Table Features
Building on the new invoices table introduced last month, we've added additional capabilities including column resizing to customize the view, a dedicated filter menu with virtual/hidden filter columns, and further refinements to the filter and search experience for enhanced user control.
Client Summary Report across All Businesses
The client summary report can now aggregate and display data across all clients in a portfolio. This is a key feature for admins who want to understand their performance at a portfolio level, allowing them to pull a consolidated view without running separate reports per client.
Client-Created Schedule/Request Notifications
Users can now receive automatic notifications when a client creates a new invoice schedule or funding request through the portal, ensuring that client-initiated activity is surfaced promptly for review and approval.
Credit Limit Warnings When Purchasing Schedules
When a team member attempts to purchase an invoice schedule that would cause a client to exceed their credit limit, the platform now displays a warning before the purchase is confirmed. This provides a guardrail to help prevent inadvertent over-limit funding.
Thank You for Choosing XEN
These features are ready to use today, providing enhanced control and clarity over your portfolio and client activity. Reach out to the XEN team if you have questions.
