Summary
Every page within AccountKit has the same Menu at the top and a series of shared elements with each toolset and with other areas throughout AccountKit. Learn how they all fit together and the broader ethos as to how they work below.
The Main Screen
This presents the main components that are consistent across all pages.
1 | Quick Access Strip
This is the quick access point for getting all the key important areas that need to be only 1 click away.
Initially, this is the AccountKit Logo, however, you can customise this to your practice logo simply by going to your practice settings.
Dashboard
This is the main screen you come to when you first log in. It summarises various elements of the practice giving you quick access to important information all in one place.
Daily Plan
Click on the icon to open up your Daily Plan. Go to the Workflow help article for more details.
People
The client's option takes you to the clients & client group screen where you can see and action any elements relating to a client.
See Clients & Client Groups for more details.
Document Management
Click the icon to open your document management system.
The default folder selected in the practice settings will be the default folder which opens when clicking the link.
From here you can upload, download, edit, rename and delete documents/folders (incl. from templates in your practice settings)
Notifications
Click on the envelope to see a list of pertinent notifications for you. It’s used to communicate things like new or modified features, tasks that have been assigned to you, the status of your subscription or generally things that may require action within the practice.
Red - Urgent - take specific note of this notification
Orange - Warning- worth noting but not of real consequence.
Blue - Information - this is really just an fyi to keep you in the loop of something that may have happened which you may be interested in.
NOTE: The first time you access your notifications, you will be prompted as to whether you want the notification to also ping you via the browser / operating system notifications. We recommend that you enable this, so that nothing important slips between the cracks.
People Search
This is a quick way to get to any particular client, client groups, prospects, affiliates and contacts. Select the icon or press "/" to open the search window, then start to type and a short list for you to choose from will open up.
From this list of clients, you also have the option to quick copy a clients ABN or TFN.
2 | Tool Access Menu
This is the location for access all of the tools across AccountKit.
Administration
This is where you can find all of your administrative tools such as workflow, correspondence, professional development and important items register.
Compliance
Here you'll find all of our compliance tools, such as Inter-entity loan reconciliation tool, equipment finance and amortisations scheduler.
Consulting
This area is all other tools useful in consulting, such as business structure diagrams with the client map or a variety of useful calculators.
3 | Your Profile, User Management and Practice Settings
This area is all about settings, for yourself and the practice as a whole.
Your Name
Click on your name in the top right of the screen to bring up a menu with these options.
Your own user profile
Practice settings (only for Practice Administrator)
User management (only for Practice Administrator)
Log out
See User Management for more details.
Help Centre
You have a number of options here to help you get your way around AccountKit and utilise it more efficiently:
Search the Help Centre for a particular topic;
Jump straight to the applicable help page of the page you’re on;
Head on over to the front page of the Help Centre; OR
Browse the Frequently Asked Questions.
4 | Getting Help with AccountKit
This area is all about settings, for yourself and the practice as a whole.
Help Centre
You have a number of options here to help you get your way around AccountKit and utilise it more efficiently:
Get help for this page: jump straight to the applicable help page of the page you’re on;
Help Centre: search the Help Centre for a particular topic;
FAQs: Browse the Frequently Asked Questions;
Invite AccountKit Support: Invite or Revoke support user access making sure to leave a short description when you do invite us in;
Email Support: Create an email to send to [email protected];
Show initial walkthrough: select between Interface, User Management and My Profile.
5 | Tool Specific Options
The very top of the screen is dedicated to the current tool or area you're in and is broken into 3 key areas.
1. Tool / Area Name
This is simply the tool or area you're currently in.
2. Add new entry
This is how you add a new entry for the area you're currently in. This can vary based on the area you're presently in.
3. Quick filter
This is a quick filter just for the tool or area you're currently in. Type and hit enter to quickly filter what you can see, rather than going through the advanced filter area.
6 | Standard Views & Filters
The ability to build custom filters is one of the most important elements of AccountKit, enabling you to slice and dice information to get to what's most important to you with minimal clicks.
See below for further details on how to create and manage the views for yourself and across the practice.
1. Favourite Views
This is simply the tool or area you're currently in and is usually also a view that has been favourited under the view options.
2. New View
This is where you can create a new view, by selecting various filtering / sorting options and saving it to a new view.
3. Current User
This icon shows other users that happen to be in the same tool presently
4. Filters & Views:
Utilise these icons to set what information you want to see and how you want to see it. These can then be saved into a view and shared if you wish.
Group By - Select how you would like information group on the page. This changes per tool. For example, you may like to group by user, client or status.
Filter By - Select any other criterias you may like to filter by. This changes per tool. For example, you may like to filter by client, user, dates or status.
User Filter - This is a quick filter that is only relevant to the Workflow Tool. It enables you to quickly filter by tasks for yourself or by any other users.
View Select - Here's where you can access all of your saved views (which represent a collection of saved filters), along with making them favourites or even your home view.
View Select Specifics
Favourite - select this to have it appear in your visible tabs
Lock - This is a system view and can't be edited or deleted
Drag Handle - Use this to drag and re-order the views. This update the tabs in your view as well.
Home - This shows which view is the default view to load
Edit - Select this to quick edit the view options
Delete - Select this to delete the view
More Actions - The three-dot menu only appears on some tools.
You will find custom actions relevant to that tool such as applicable reports along with import and export options.
5. Table Headers
These are the labels for each of the columns.
Select them to change the sort order.
The sort order is able to be saved to the current view.
7 | Tool workspace
Whichever tool you are working, this is the space where the information will be displayed.
Advanced Filter (available in Clients and in Workflow repeats)
Advanced Filter enables the user to add conditional criteria to the results they're looking for. This is currently available in Clients and Workflow, and will soon be extended to other tools.
Clients
Click on Clients (top left) and then select the Funnel icon (top right corner) to open the standard Filter by panel and apply filters by Groups, Clients, Tags, Business types, Practice Authorities and more.
Within the same Filter by panel, click on Advanced to open a new layer of options, where conditional filters can be selected and applied, for advanced search and more granular reporting.
Use this area to run reports to be used for a series of events, like clients with birthdays in the coming days, a list of niche clients for a marketing campaign, individual clients who don't have a Practice Authority set yet and many others - see below some examples.
Examples of Advanced Filters:
Individual clients who don't have a Practice Authority set yet
Individual clients with birthdays in the next two months
List of niche clients for a marketing campaign
Workflow
Click through to the Workflow article to see how the advanced filters can be utilised within Workflow.
Anatomy of a view
There is a number of options that make up a view that you need to consider.
1. View options
These simply determine visibility and edit rights.
Favourite - this simply determines whether the view appears in the list of available tabs at all times. If not a favourite a view is still available from the View Select icon.
Home View - If this is selected, this is the default view upon loading the page. You can only have one home per page.
Lock Status - If you lock a view32, you can't edit any settings and if you're in a view and edit the filters / grouping / sort, they will NOT save. Prevents anyone from accidentally changing a view.
2. View Name
The name used here will appear in the tab of the view along with in the view select window.
3. Layout
This determines how you want the information to be displayed.
NOTE: This is only relevant to the workflow tool.
List View - Select this view when you want each task to go full width in the traditional list style.
Cardwall View - Select this view when you want to see tasks stacked in columns like a Kanban view
4. Other View Options
These are the other options you can set on a per view basis.
Share view with all users:
If you choose to share the view with all users, it will appear in all users list of views. Note that any changes made will impact all users. So it's wise to lock.
Autosave view:
Typically you will want this turned off, it does exactly what it says. If you have that view selected and you make any changes, it will save immediately upon change.
If this is turned off, you just have to remember to open the view options and press SAVE.
NOTE: These options are only relevant to the workflow tool
Show completed tasks:
Toggle this on to be able to see all completed tasks. ** This can cause performance degradation if there are a lot of completed tasks to view.
Show empty groups:
Toggle this on to be able to see all available items within a group. By default, not all groupings will show in a view if there is nothing in that grouping (eg. If a view is grouped by status and there isn't any tasks with a status such as "Out for signing", it won't show, so you will be unable to drag and drop into a status that isn't visible).
This is useful for business-wide views where you need all groupings available (eg. you can group by status, priority, type of work and assigned user)
Wrap view:
This is only relevant to the Card Wall view. This wraps the columns around, rather than making you scroll right (which can be done with the scroll bar or holding the shift key and scrolling your mouse-wheel)
How to Create & Edit a view
You have a couple options about how to go about building and editing a view, depending on how you want to go through the process per the below.
Option 1 | From Blank
This is where you're building out a view starting with the basic options after which you add the desired filter and sort options.
First select (+) New View and the From Blank option.
Set the View Name and View Option defaults before pressing the Create button. This sets the basic details before adding the filtering options.
Then go about set the grouping, filtering, owner filters and sort order options
Group by - You can only select one at a time.
Filter Options - Here you can choose as many as you like across the variety of available fields. Make sure to press the Apply button to apply the filters selected.
Task Owner - Here you can choose tasks owned by specific people, so you can filter further beyond the above settings to specific people.
Me - These are your tasks only
Everyone - This will show everyone's tasks
Various - This enables you to select specific people to filter by (eg. people in your team only)
Sort Order - Simply select the heading that you want to sort by where you see a triangle.
Now assuming you're happy with the view, go back to the View Options and press the Save button (if not set to auto-save)
Option 2 | From Current View
This is identical to the above, but the order we build the view is reversed. You first build out what it is you're wanting to see. Then once you're happy with this, you then create a view based on those details.
First, per above, set your grouping, filtering, owner filters and sort options.
Now select (+) New View and select the From Current View option.
Now set your preferred View Options and press the Create button to save your new view.
Viewing & Editing Schedules | Maximise, Minimise & Minimise Bar
The way you view and edit schedules presents you with a few options to give you flexibility with how you want to work. Your options are as follows:
1. Details
Depending on where you are, this represents as follows
Client & Description (Client and Tools)
Affiliate & Description (PD Tracker)
2. Copy Link
This allows you to copy a direct link to this record.
NB - This function is not available in all tools.
3. More Actions
This allows you to select various actions from the dropdown depending on the tool.
NB - This function is not available in all tools.
4. Full Screen
Selecting this will take you to Full Screen mode from the Right Pane enabling you to concentrate with maximium screen real-estate.
Right Pane
Selecting this will take you from Full Screen mode back to the Right Pane view once again.
5. Minimise
Select this to minimise the current window down to the toolbar. This can then be opened up from anywhere across AccountKit, no matter what page you change to.
6. Close
This simply closes the current client or schedule.
Full Screen v's Right Pane Mode
This is a comparison of full screen versus right pane mode.
Right Pane Mode
Full Screen Mode
Minimised Items
This is what you'll see when you minimise anything to the bottom of the screen in AccountKit. This enables you to have multiple records open at the same time, then open and close them as required (note you must save as you go before minimising).
Simply hover over the entry to get a better feel for what's been minimised if you can't remember what each item represents.
Shared Tool Bar
The toolbar you find at the bottom of every client and tool is a shared component utilising shared components for consistency across all areas of AccountKit.
1. Workflow
Workflow Component
This icon opens the workflow component that gives you the following options.
Add new task - Here you can create a new task from scratch, which will then link this new task back to the underlying client or schedule.
Add from template - This similarly enables you to create a task, but you get to choose from the available templates.
Link to task - If there's a task already pre-existing, you can link a client or schedule back to this task.
Once a task is linked:
Open the task - You can open the task directly from this toolbar, no matter where you are in AccountKit.
Break link - If you don't want the schedule linked to a task anymore, simply click the icon.
2. Link to File
Link to File, Folder and Web Address Component
Use this icon to link to documents, files and documents within your chosen connected DMS / File Management System, and to add a Web Address URL.
Select the option to Link other documents which will open up a file browser within your connected DMS.
Browse to the appropriate location (noting you can set the default for this client from the file browser - see the DMS article for more info)
Select the Select Files button to create the link.
3. Tags
Global Tags Component
Use this icon to optionally assign a tag to the schedule. In future this will make it easier to search for specifically tagged information across AccountKit.
Filter and select the applicable tags, they will automatically update the number of selected tags and the list view.
To remove a tag, just hover and press the x to remove the tag.
NOTE: Only global tags that have been set to a particular tool or area will appear here. If you can't find a specific tag, check that the tag has been made available in your practice settings.
4. Collaboration
Collaboration Component
This component enables real-time communication across any element of AccountKit with other teammates. Copy and paste images in the comment area to add them to the chat.
To maximise the Collaboration window, click on at the top right corner, and it will pop out and appear on the right-hand side of the relevant schedule or card.
Click on the tab Active to see all comments that are currently active, reply to existing comments, mark them as resolved, and add new comments.
Click on the tab Resolved to see the history of comments that have already been actioned / checked. You can also mark a resolved comment back to active if need be, by clicking on the tick icon again.
5. Print & Export
Print & Export Component
Use this option to trigger the export option dialogue pop-up. This will have varying options based on the tool.
6. History
History Component
Clicking on this icon will show you an audit trail of all changes made to the selected schedule or client.
Please note that for customers that have been with AccountKit pre-August 2022 the history for different tools will only go back to the change-over the new UI where history has been enabled for tools where previously not available.
7. User
User Identifier
This picture identifies another user that is currently within the tool. As things currently stand, the person who saves last will have their data captured. The other user will lose their work.
In time some tools will support concurrent editing by multiple users.
8. Action Buttons
Context Sensitive Buttons
Generally speaking, the buttons used to save, continue, cancel and the like will appear here. The exact form will depend upon the tool.
Bulk Edit Tool Bar
The bulk edit tool bar is a context sensitive strip that appears at the bottom of the page, enabling you to do actions in bulk across multiple records at a time.
To Activate:
Simply select any schedule, task or client on the left side.
Upon selection, the tool bar appears along the bottom, showing you actions available for the selected entries.
Upon actioning the toolbar will close
Otherwise if you want to clear your selection, simply close it on the right hand side.
Details of the Bulk Edit Tool Bar
1. Unselected Item
If you mouse-over an unselected line, a checkbox will appear than you can select.
2. Selected Item
Upon selecting, the line will highlight and the toolbar will appear at the bottom.
NOTE: If you select the select checkbox in the header, it will select all available records, even if they can't be seen
3. Selection Count
This is a quick prompt as to how many records are selected.
4. Context Sensitive Options
Depending on the tool and your permissions, different options may appear. For example
Archive selected - Safest option so you don't lose any data.
Unarchive selected - To recover an archived record.
Delete selected (only Practice Administrators) - This will trigger a secondary pop-up confirming that you're actually sure you want to do this since a deletion can NOT be recovered.
Merge selected (Client List only) - This will also trigger a secondary confirmation pop-up, as this action is not reversable.
Bulk Update selected (Client List & Workflow only) - This will also trigger a secondary confirmation pop-up, since the changes are not reversable and can impact many records.
4. Close
This closes the bulk edit toolbar and de-selects any selected entries.