Able to attach files to the message template

Modify the logic of Outlook and Gmail to get the attach files one time then send in bulk rather than getting attachments in every sending action.

Modify the logic to deal with a new record, like the correspondence record

Put a padlock icon in CR settings for Compliance tenants

Put a check in the Bulk Email timer in case a tenant downgrades subscription or has created repeatings in the trial period but then subscribes to the Compliance tier.

Show the repeating local time in the repeating details

Validation page: change to buttons and move to the right

Show column values in the message list page, eg. repeating status, date

Option to duplicate a repeat

Add “(copy)” to name

Set template to draft

Start date set to tomorrow.

Added a confirmation popup when users remove an account, eg. all reconciled data, verifications and notes will be deleted.

Fixed a filtering issue where it would bring in way too much data, causing a time out.

Fixed an issue when useres forward an email, modify content, then close the record. Then open and press cancel, the draft was deleted.

Rework how we get balances on the list and group accounts to massively speed this up.

Add the icon to the end when establishing opening balances

Month selection - when users select a start or end period more than 6 months further, don’t reload data but show a button “Apply” for users to finish the selection

Greyout accounts that are not relevant to the current period, for example quarterly accounts should not be shown.

When click on next or previous accounts, bypass the greyed out accounts not relevant to the current period.

Hotfix an issue about the backward compatibility of existing reconciled data that used the old query

Fixed a filtering issue where it would bring in way too much data, causing a time out.

Fixed an issue changing transactions to red even if only a narration was updatd.

Put a check in the Workflow timer in case a tenant downgrades subscription or has created repeating in the trial period but then subscribes to the Compliance tier.

Fixed an issue where deleting sub-tasks in bulk, it would delete the main tasks as well.

Refined the error checks for Xero connections so they will error more consistently when there's an issues. Sometimes they'd show as blue, despite there being a current issue.

Rolled through the updated Suitefiles and Xero Practice Hub logos

DMS - Enabled bolding of favourites when selected.

XPM - Continue with various upgrades to cater for API Version 3.01

Clients - Enable export and import of the Salutation field and enabled more than 10 practice authorities.

Various - updated the timesheet icon to a stopwatch, rather than the XPM logo.

Knowledge Centre - fixed a bug with search and duplicated (visual only) left menu.

General - Hotfix the error when users have already logged in and go to the bookmark /AccountKit/NoPermission.aspx

DMS - Fixed an error where saving a document using browser prefill.

Annature - Fixed an issue where a change to a recipient in Annature didn't flow back to the e-sign details in AccountKit.

Microsoft - Testing of new app ready for migration

Quick Books Integration

ATO integration

Insert a button for running validations manually.

Added new "Lato" Google font.

Added the ability to attach a file.

Various changes around the balance method verifications;

Various attempts at optimisations to speed up the load (still in-progress)

Give the ability to select all when exporting reports to PDF.

Optimisations where there are many sub-tasks.

Added a scrollbar for when there are many statuses.

Various refinements to reduce reloads upon change/show/hide.

Modified hidden tasks to grey to be more obvious that they are "hidden" (Only whilst toggled on)

Fixed an issue where drag and drop stopped working on the dashboard daily plan.

Knowledge Centre - added a new "code block"; Great for inserting prompts into the Knowledge Centre.

Integrations - Updated logos for OneDrive, GoogleDrive and Teams.

Integration - FYI - Updated end points to cater for UK FYI servers.

Knowledge Centre - Fixed a bug preventing text formatting not to be retained upon paste.

Clients - Fixed a bug disabling ability to update a business name in certain circumstances.

Div7a - Updated values to show net and not Gross values (this should've always been the case).

2FA - Fixed a bug preventing update of 2FA where a user is part of multiple offices.

DMS - Fixed a bug preventing the DMS to fit properly on the client group page.

Microsoft - Commenced updates to roll all MS integrations into a new app backend.

ATO integration

Ability to send a test message.

Run a validation 7 days before the scheduled date. This number may also be set in settings. Send the result, even successful, to admins to let them know to fix the data.

Fixed the naming convention of .eml files from email add-on.

Fixed placeholder name issues

Optimisations for currency changes.

Other optimisations to improve performance where there is a high volume of transactions.

Layout changes re. verification changes.

Optimisations to loading and task count for workflow, causing timeouts with some customers.

Improvements to the loading logic, not to refresh the whole list when toggling show completed or hidden tasks.

Fixed a bug around setting the due date for sub-tasks.

Optimisation across Correspondence Register, Client List and Workflow to improve the performance.

Grey out and sort to bottom expired relationships on the Client Detail page.

UK & Multi-region Support (for supporting UK and various currencies)

Fixed a scrolling bug in the Knowledge Centre that sporadically impacted all pages.

Intuit Quickbooks integration

ATO integration

Updated validations to occur upon pressing a button, not automatically upon entering the applicable tab.

Adding padlock icons to communicate lock status base on subscription tier.

Show tags, repeat count and date in the list

Optimisations to the send process to sent in user packs, enabling multiple sends per one user token.

Ability to send individual test message. (Should be available by publish)

Now released to open beta (finally)

Modifications to the logic for changing accounts - now the current month takes precedence, rather than the unreconciled status of an account.

Reduced the number of accounts visible in the account list view to speed.

Overhaul the "Balance Method" to align functionality and behaviour to the clearing account methodology. ie. You must select transactions to reconcile BUT no requirement for them to net to zero. Full toolbar is now available as well.

Support for the new separate reference and source number fields (changed in the Xero API) including new columns and search by invoice.

Added new "Last verified" details to top of each account.

Modifications to support Quickbooks structures

Partially fixed an issue where if you have a note on a transaction, and the data is refreshed with a change from Xero, the note disappears. This is proving challenging to fix for all scenarios.

Now released

Fixed a bug where a new favourite wouldn't appear in the available tabs until the page was reloaded.

Fixed a bug causing the repeat label to show as blank in workflow templates and text templates, despite the value actually being in the database.

Fixed an error generated when viewing old workflow template repeats.

Xero sync

Correspondence & Clients - Updated to handle UUID rather than numeric ID

Multi-factor authentication - Better handling of multi-office MFA and password updates.

Correspondence Register

Equipment Finance - Fixed issue with export to excel

Xero sync - Fixed a bug that would causes a false integration error where there are no manual journals available to import.

Views - Fixed a bug where the underline would show on the wrong view across tools.

Multi-region Support (for supporting UK)

UK Specific updates

XPM - v3.1 upgrade from v3.0 API

API

Intuit Quickbooks integration

ATO integration

Add 2 more placeholders: {{client_list_text}} and {{client_list_bullet}}

Ability to trigger placeholders by pressing "{" or "{{" (also applied to workflow as well)

Added in beta flags and padlocks for access based on subscription tier.

Moved bulk messaging into its own menu item.

Modified validation to occur upon pressing of a button, not upon opening the tab.

Clients - Implement ability to define a Primary Group in the client group edit pop-up + client group field. (This ensures when a client or contact is selected, it knows which group to refer to if the client group placeholder is used); If not set, it assumes the first client group is the primary.

Add overflow menu items for archive, restore, duplicate and delete.

Show tags, repeat count and date in the list

Layout tweaks & many bug fixes across the board...

Add ability to show partner templates (Eg. The Gap)

These who up in the AK Templates area, grouped under the heading of the partner.

Upon utilisation, the logo also appears within the template.

Ability to search by partner

Implement utilisation stats.

Workflow - added ability to show many favourited views + drop-down based on screen size.

Equipment finance

Knowledge Centre - Added a copy link icon to the top right corner.

XPM sync - Fixed a bug where setting a contact as primary, the email and phone where removed in XPM, which then removed back in AccountKit.

Client Map - Fixed a bug where individual lines would cause the map save to fail.

Equipment Finance - Fixed a bug with recent changes to the Summary report.

Knowledge Centre - Fixed a bug where the direct links stopped working.

Account Reconciler - Preliminary fix to a bug where if a transaction changes in Xero, the associated note in the AR tool disappears; Won't fix all instances, but will capture most.

XPM - v3.1 upgrade from v3.0 API

API

Intuit Quickbooks integration

ATO integration

Added the Calibri Font to the font list (for Kerrie Flood)

Rewrite the place holders in WF from pattern [FinYear] to the new pattern {{FinYear}} (pushed change through all tenants)

Added button for insertion of placeholder into the subject line or body

Added new placeholders from workflow (note they all support "+" and "-"

Enable real-time update of the preview as changes are made to the template.

Disable saving where users haven't selected the client filter and "from" user.

Building of a comprehensive validation tab for testing relevant settings to help prevent the failure of any sending of bulk emails.

Created the ability to send a test email before finalising the draft.

Ability to send a scheduled email as draft

Text templates improvements

Added ability to enable / disable within practice settings

Linked up to applicable subscription tier

Updates to the gmail integration for supporting bulk email.

SMS to come after we've given this closed beta a good thrashing.

Account Reconciler - Added arrows either side of the account to quick switch between accounts.

Knowledge Centre - Refinements to visuals after last months re-write.

Equipment Finance - Enable switching of label for liability from non-current liability where the loan duration is less than 12 months

Knowledge Centre

Equipment Finance - Fixed reporting to correctly allocate current / non-current splits particularly around 12 month contracts.

Workflow

Client Map

Xero Connection - fixed issues with bulk connection after releasing out of closed beta.

Intuit Quickbooks integration

ATO integration

Massive re-write of the outline component to optimise the performance significantly and eradicate the bugs.

Introduction of a search function

Tooltip to show full detail upon hover (in case the name is too wide)

Various bugs were fixed with scrolling and other issues prior to the re-write.

Implement grouping in the timeline view - perfect for planning work across the whole year, move multiple entities start dates and assignee.

Fixed a bug where drag and drop fails in the task planner after creating a new task.

Implement smart redacting - TFN's, dates of birth etc. [BETA]

Modal to choose from predefined patterns.

Enabled resize and moving of linked document preview across all areas.

Enable dragging of single / multiple files into a folder.

Hold ctrl to copy documents.

Adjustments to visuals in the email extension for Bulk update.

When selecting one file, the bulk select shouldn't download the file in a zip.

New ability to flip the auto-build order.

Modifications to the auto-build menu.

Fixed a bug that would causes shapes to not persist after save at times.

Client search - Significant improvements

Account Reconciler - added arrows to the account select for quick change between accounts.

Correspondence Register

Account Reconciler

Penetration testing - working through and resolving issues raised through our annual penetration testing.

Bulk Email & SMS

Intuit Quickbooks integration - Continues to be worked on.

ATO integration - Continues to be worked on.

Added a workflow setting to auto-assign a task to the next allocated person upon completion.

Added a new timer mode for timesheets - pause, start, finish auto-populates the time entries.

Added the ability to group multiple tasks belonging to a family group (this is huge); This enables re-scheduling / allocating tasks across family groups in bulk in a visual way. Great for when a teammember moves on or at the start of year when planning out your work.

Fixed a bug that would cause restricted access groups to fail at times.

Added the collaboration functionality

Added a (?) tooltip to assist with explaining the logic for "last reconciled period"

If you save a note, then go back and edit it, it doesn't update in the transaction listing until the page is reloaded.

Fixed an issue where the notes would go off the left side of the screen

Fixed a bug that cause the summary tab to incorrectly show the status.

Fixed a bug where the PDF export would be in correct where there's an annual cadence.

The Pop-up for any files or previews should pin on the top left with resizing by the bottom right.

Enabled redacting of words or by area to the PDF editor.

Added the ability to download files in bulk (zips them)

Enabled the bulk toolbar, even if only one file is selected.

Added functionality to delete, copy or move files or folders in bulk.

Added the ability to save down the signing certificate for Annature. Eg. Envelope name (Certificate - Signed 17-02-2026).pdf

Fixed an issue where Export to DMS does not show the “Select folder” button in compliance tools except Div7a.

Fixed a bug where you can't export to excel when using the advanced filter.

Collaboration - modified the mentions subject line when received via email (resulting in a list of not useful mentions. We've changed as follows.

Client Detail - Added a new relationship type for Appointer.

Fixed a bug with refinanced loan purchase journal posting.

Fixed a bug where the interest rate on irregular schedules were shown incorrectly.

Fixed a bug causing file saves to fail where saving from a thread.

Fixed a bug where at times the To and From would show incorrect information.

Optimisations to the loading of the list view when switching from cardwall view.

IN-PROGRESS - Initial works for the timesheet timer - start, pause, resume, stop + handling of shut down or restarting of the browser.

Fixed a bug causing comments to load twice, impacting performance.

Fixed a bug where an item disappears when creating a new task group, but then drag a checklist item into it, despite it actually still being there.

Fixed some drag and drop bugs

Updated the account list to show actual balances, rather than waiting for the values to be verified first before populating.

Added the ability to save notes against individual transactions which is useful to identify details for future reference. Eg. disbursement invoiced next month.

Added an option to settings to toggle visibility on and off for notes.

Added notes to the export to excel and PDF.

Optimisations for performance

Document Management - Updated the document preview modal to enable resizing and moving. Useful when needing to compare balances in the Account Reconciler and the preview gets in the way!

Correspondence Register

Xero integration - Working with Xero to resolve some syncing matters with duplicated and missing journals.

Correspondence - Further fixes for occurrences of blank emails in the correspondence register from Gmail