One-off events (Out of Closed Beta) - Various bug fixes and refinements based on feedback.

Ability to carry out an auto-populated adjusting journal as at the conversion date rather than doing so in Xero.

Bug fixes to the Annual Summary Report

Aligned visuals of the EF summary page with the client group page.

Ability to bulk void entries and reverse a one-off event.

Enabled payments as at the contract date (ie. first payment as 100% principal)

Various bugs around posting purchase journal.

Reset button to clear an irregular schedule, rather than deleting each line.

Enabled ability to extract litreage from Caltex payments (very specific visual format)

Added 3 dot context sensitive menu to transactions list.

Public release of bulk auto-match function and quick post option.

Loads of bug fixes and optimisations.

New ability to auto-adjust upon opening balance + anytime within the schedule.

New button to de-select all selections.

New multi-select for account selection, rather than having to do an account at a time.

New Reconciliation and Summary reports.

New functionality applied to the NI logo enabling matching / unmatching of clients and shortcuts for getting to the client in NowInfinity, AccountKit or ASIC. Icon will appear grey when not connected and colour once matched to a client in NowInfinity.

New exceptions report for comparing clients in NowInfinity versus those in AccountKit including a new practice authority "Prepare annual reviews" in client details.

New dashboard information within the Client Group showing company information contained with NowInfinity for comparing with AccountKit. This information is also available at the client detail level also.

Limited characters on business name field causing SMS to fail.

Added to the correspondence types.

Broadening the phone number lookup within the correspondence register.

Fixed bug where a phone number purchase would trigger an error; Now requires a practice address to be entered before you can carry out this process.

Added functionality to correspondence register to choose between Slack / Email or both.

Extra functionality to the ATO Lodgement Reports - Ability to filter by any criteria (including by partner / manager / due date / status) and output to excel / PDF.

Various refinements to the Xero Data Sync process.

Mail register - ability to export / copy addresses from the mail register entry + fixes to the date stamp being applied.

New XPM green logo - showing connection status and direct link to XPM client.

Slack - Added functionality in practice settings and correspondence register to send exclusively to Slack, email or both.

Slack - Fixed bug which prevented click through from Slack;

ATO Import / exceptions - Lots of refinements to make it more useable by fixing issues on the sport; Refreshing a single line after fixing an exception rather than the whole schedule; Click through to client etc.

One off events (closed Beta) - Various bug fixes and refinements based on feedback.

Quickpost (closed Beta) - enabled function to do a single lined post to other IEL rather than full journal. Polish and refinements.

Fixed a bug where auto-posting failed in certain circumstances.

Fixed a bug where excel schedules would stop at 10/09/2018

Fixed a bug where an error would generate when tabbing out of the Conversion Date field

Fixed a bug where refreshing Xero data could duplicate transactions.

Enabled new function to facilitate roll over of one schedule over to the next period whilst maintaining the details.

Fixed rounding of L figures.

Closed release of bulk auto-match function (wow!)

Fixed further bugs with the transaction count;

Facilitated Trading Name field

Polish applied to the journal pop-up

Created ability to refresh Xero accounts from the pop-ups.

Consolidated the TFN matching into the same exceptions tab.

Streamlined the resolving of exceptions by enabling corrections and refreshing on the spot, rather than a full refresh of ATO data.

Fixed bug where "ignored" TFN's wouldn't un-ignore.

Corrected the stats on the dasboard for client and Xero connection counts.

SMS (closed beta to commence soon); Visual improvements on Correspondence Register.

Fixes to the Xero connect / disconnect pop-ups.

One off events (closed Beta to commence soon) - Soon you'll be able to post finalising entries for a cancelled scheduled, paid out schedules and refinanced schedules. In doing so, it will also post future dated entries or void journals as required as part of the adjusting entries.

Multiple options to bulk post from within schedules

Various refinements around methods for checking for early / late payments and consequent Xero balance calculation.

Where a schedule is out of balance, you can now click to show the surrounding transactions without going into Xero. You can then click through to Xero if required.

Refinements to the Summary Movement report showing incorrect balances in certain circumstances.

Further sanity checks on dates across the conversion, contract, first payment and residual payout that was causing anomalies to appear in older schedules.

Refinements to the purchase journal area to make it much more reliable.

Calculate fuel tax credits on a per entity / period basis

Auto-saving ability added.

Ability to select from Xero accounts and set fuel credit defaults per account.

Automation through extraction of fuel information from Xero and assessing content in the details field to extract literage information.

BGL CAS 360 (closed beta to commence soon)

BGL SimpleFund 360 (closed beta to commence soon)

NowInfinity

Slack (in closed beta)

SMS via Twilio (closed beta to commence soon)

Initial setup has been refined to pull in balances immediately for constant checking that opening balances reconcile.

Rework of multi-line entries - API doesn’t give sufficient information where a multi-line entry is posted to the loan account, so made a mess any time there was a future change to an entry with mismatching lines.

Added date filter to be able to filter for transactions between two dates.

Font size options

Multiple anchor points added per entity.

Client change area has been refined for bulk changes, links back to underlying clients and refresh option.

Refinements to the Franking Account Register to optimise performance where there are lots of lines;

Bug fixes associated with the ATO import having issues.

Finalised the transfer of client Xero data to it’s own AWS instance for performance enhancements upon initial sync and posting of entries across the IEL and EF tools.

Fixed bug where the flexible loan calculator wouldn’t save properly and resulted in duplicate entries.

Enabled the ability to have duplicate names within client and contacts + tightened up the merge function.

Enabled bulk invite of users based on XPM users.

Re-write method for syncing XPM contacts enabling many contacts in XPM to sync back to a single merged contact in AccountKit.

Enabled support within clients and contacts for the Addressee and Salutations fields.

Rewrite of the date picker to make it behave better across the board.

Added direct links to the ABR and ASIC from the ABN and ACN fields within the client detail pages.

Fixed an issue when utilising the "Create a copy" option within Actions.

Optimised the loading of the right menu when selecting entities.

Simplified the relationships in the client details in the right menu; Options now available via the 3 dot menu.

Fixed an issue where new diagrams will show changes to review;

Changed method for selecting whether to accept changes into the current diagram along a refresh icon and direct linking to clients with changes.

Fixed issues with line start / end selection being cut off.

Where effective date isn't set, it would appear as 01/01/1900, but shouldn't appear at all.

Fixed some issues with the individual groups.

New ability to copy and TFN or ABN direct from the people search.

We continue to refine the populating of the masked TFN's upon an import of the ATO lodgement list. It's getting better and more robust, but shall continue to evolve each coming week.

Started rolling through some simplifications to the visuals of the registers; We hide checkboxes and action icons until you mouse-over the applicable row.

Added an explanation dialogue before you commence syncing data with Xero to ensure there's a clear understanding about what's happening and time frame to be expected before you can utilise the applicable tools.

Fixed an issue when dragging and dropping files into the registers in relation to Firefox and Microsoft browsers where the page would freeze or not taken on custom colours.

Various refinements to the ATO import process.

Added a print option to the correspondence register data entry area.

Various refinements around the PDF and pop-up with the correspondence register.

In the backend we've been refining the methods for syncing data from Xero to better handle high loads where many xero files are being synced at the same time. This has been causing syncs to freeze in the orange downloading state.

First edition of this has just been released tonight; It is in Beta, but will be out by the end of the week.

Enables you to save multiple business names to the one client, then track the history and renewals for all your clients in one place;

Other areas of change are that you can search by business name in the top people menu and the "trading as" now appears on the client list and family group pages.

Enabled the Sandbox Mode.

Increased the resolution of the PNG output and associated image quality of the PDF

Rolled through further changes around first name last name of individuals;

Fixed lots of bugs around entity selection issues and relationships.

Removed the scroll bars for the entities and entity edit - you can still use your scroll wheel on your mouse to move the fields up and down.

Hidden the relationships menus in a context sensitive menu to free up some space.

Fixed a bug where shapes with text were missing the carriage return gap.

Fixed some bugs and optimised the selection of shapes and lines.

With TFN's being masked upon import from XPM, you can elect to fix this by importing the ATO lodgement list from the Dashboard where we'll match the masked TFN's with the client name compared to the ATO list and update the TFN in AccountKit accordingly. In future you'll be able to carry out these updates in the XPM Sync report as well. Please note that this is still undergoing refinements and will continue to do so over the coming month.

We've introduced a small go-to link for the ABN and ACN fields that enables you to jump straight to the applicable ABR or ASIC register entry for that client.

Various fixes to the Correspondence Register where the attendees and apologies weren't displaying correctly.

Added the requirement for the old password to be entered before a new password could be entered within a users settings.

Rolled through updates to help links to the new Zendesk support centre.

Fixed a bug with the Equipment Finance where the conversion date would sometimes update the contract date.

Lots of work refining the XPM sync exceptions report; This will be released very soon.

Now have a full screen mode for ease of editing and demonstrating to clients.

Lots of bug fixes around select / de-selecting objects and entities

Option to hide and show archived entities.

Change individuals to show first name last name.

First edition of this has been released to the public; Enable it as mandatory across your practice from the Practice Administration page or on a per team member basis from their user settings.

This will become mandatory for all accounting firms from early March.

Various refinements to the capturing and displaying of voided entries between multiple inter-entity loans (more to come)

We now have direct links for journals, bills and invoices so you can click straight through to the applicable transaction in Xero from within the Inter-entity loan tool.

Where post journals between Xero files, if you reconciled multiple entries via journals at the same time, voiding one voided all of the other journals posted at the same time. This is no longer the case (just for journals though).

Updated the visuals for the IEL's within the client group page to be consistent with the main tool page.

Various other visual and performance refinements to the journal entry pop-up.

Dynamic search for the various client look-up fields; This is especially noticeable where you have up to 10,000 clients and more which was impacting performance, especially on the registers.

Improvements to the detail within the History & Notes sections of the Mail and Correspondence Registers.

Fixed an issue where the franking register would output a corrupt PDF.

You can now archive whole client groups and their entities from the Client Group action menu.

Fixed a bug where a change of bulk addresses in AccountKit wouldn't all flow through to XPM.

International date format rolled through further areas of the client pages.

Fixed an issue where Google Team Drives won't appear.

Added Xero status icon to the equipment finance schedule and list page.

Added a new "Invite AccountKit Support" to the help menu so you can jot a minor note and give our support team the ability to login for a closer look at any issues you may be having.

Added a new standard ATO type for superannuation funds to align structure types with XPM.

Fixed a bug when syncing a Xero file, it never leaves the "in-progress" orange status.