Features

Senta is a bookkeeper/accountant specific CRM program which manages tasks, emails, contact details, electronic signing etc.

Problem Statement When a schedule on a template is copied, the new schedule inherits the original template's next generating date as its Start Date. Because XBert generates tasks a configurable number of weeks ahead, the original schedule has often already generated the current period's tasks, pushing its next generating date a full period into the future. For long-interval schedules (e.g. annual), this means the copied schedule can be dated far into the future rather than at the next Due Date the user would actually expect. Example: at the start of June 2026, copying an annual schedule that generates 4 weeks ahead results in the copied schedule beginning July 2027 — almost certainly not what the user intended. User Impact Managers and Bookkeepers copying schedules end up with a Start Date far beyond the next Due Date they expected to see on their workboard. Tasks they assume will be scheduled soon don't appear for a full period, creating gaps in expected work. Drives confusion and avoidable support queries when copied schedules don't generate tasks anywhere near the present. Proposed Solution When copying a schedule, default the Start Date to the next Due Date the user would expect on their workboard, rather than inheriting the original's far-future next generating date. Give users the option to choose when the copied schedule should first generate, so they can align it to the period they actually want. Make the relationship between the look-ahead generation window and the Start Date clear within the copy flow.

If you use the schedule detailed name it gives a clearer overview eg #1 template = supplier batch ABA, schedule name = supplier batch ABA run - client name - fortnightly - to be invoiced; this makes it clear how often it is scheduled and what needs to be paid in the run and that we need to create an invoice. #2 template = payrun processing, schedule name = Payrun processing - client name - EOM loan adjustment - to be invoiced invoice ; #3 template =BAS schedule name = client name quarterly to be invoiced Adding a link would allow client specific SOP to be added to the task

Have the ability to hide processes that have no tasks on the process board.

I was under the understanding that the history/activity of a task could be part of our audit trail. However, recently when I was trying to piece together the timeline of events, the history tab is not accessible when task is closed and the only action is to make the task "open" again. To me this somewhat defeats the purpose of an audit trail. I was advised by support that it is because we should not be able to add any activity to a closed task to which I agree but that does not explain why we can't see (as read only) the history. I believe that this is an essential feature.

Ablility to bulk delete attachments in the task - issue being signature jpgs,png etc add as an attachment and if multiple emails coming in and out of task then it just fills up the attachment area

Roadmap Request: Minimise Empty Columns Problem: Users working with multiple workflow columns often have empty columns that create visual clutter and require unnecessary horizontal scrolling, reducing efficiency when focussing on active work. Proposed Solution: Add a toggle button in settings that allows users to minimise or hide columns with "No Work" status, automatically de-cluttering the board view while maintaining the full column structure when needed. Benefits: Improved focus on active work areas Reduced horizontal scrolling Cleaner, more efficient workspace Optional feature that doesn't disrupt existing workflows

"at times you may throw in a task quickly to get the ball rolling but then want to convert it to a recurring task. Being able to upgrade an adhoc task to a template would be invaluable"

When emailing into a task, is there a way that certain attachments can be excluded, eg. Outlook signature images. I am finding that on a task with multiple emails that have been sent into Xbert, that there are a lot of these attachments on the task that are irrelevant. It takes time to remove them to leave the important documents to be the only ones attached.

Create our own Note Templates - I need to changes them for each client. I want to be able to set up my own template and apply it to my clients as needed.