Articles in this section

Latest Releases

In case you closed the latest What's New prompt within AccountKit, or just want to be sure you don't miss the next "What's New" Webinar, these links will take you the appropriate pages to catch up or register for the next event.

What's New:

 

31st October 2024

What's New Webinar

Our focus for the month

  • UPDATE - Integration - Gmail Extension (beta)
    • Enable insertion of AccountKit pane in new Full Screen mode.
    • Introduce AK icon to toggle on/off email pain in fullscreen compose mode.
    • Various polish with visuals and integration with Correspondence Register.
    • Creation of warning modal upon integration where insufficient scopes are authorised. 
    • Sign-off by Google for release
  • UPDATE - Tool - Account Reconciler (closed beta)
    • Implement quick search + keyboard shortcut [F] in transaction listing
    • Add date filter to account list page
    • Commence re-write of setup flow
  • Feature enhancements & bug fixing
    • Miscellaneous
      • Bug - Permissions - Various bug fixes for outlier cases where user permissions weren't being correctly applied.
      • Bug - TFN Encryption refinements - Fixing of various bugs that crept during an upgrade to the TFN encryption methodology that messed with the TFN's across TFN exceptions, XPM update and client maps. 
      • Enhancement - Client Detail - Added an icon with a telephone tag to enable directly triggering of a voip call from the client detail page, contacts and email extension.
      • Enhancement - Annature Integration - Removed the need to supply a mobile number when posting an envelope; This is not a mandatory field for this integration.
      • Enhancement - XPM sync - Updated logic to enable posting of data to XPM even if XPM returns invalid data error.
      • Enhancement - Client Import (closed Beta)
        • Implement an option to not update blank fields when importing data in bulk (to prevent accidental deletion of data)
        • Enable ability to export / import client tags with logic to create new tags, or unarchive as required including writing to client history.
      • Bug - Client Group sync - fixed a bug preventing client groups from updating from AK to XPM
      • Bug - Workflow - fixed a bug to correct the behaviour of the "My Work" view in some tenants.
    • Document Management
      • Enhancement - Enable opening of files direct from email extension.
      • Enhancement - Added icons for renaming & editing documents to reduce the need to go into the overflow menu.
      • Enhancement - Added a validation check when a file with an identical name is moved into a folder. Option then to overwrite or keep both with incremental number reference appended to the end. Create solution that works for all DMS integrations.
      • Enhancement - Added the ability to bulk delete files with a new bulk edit toolbar across all DMS integrations.
      • Enhancement - PDF editing - set free highlight as default with text size to 12 (rather than the not so useful drawing tool and at a tiny font height)
      • Enhancement - Enabled selecting in bulk via checkbox v's shift select.
      • Enhancement - Enabled "clear selection" option.
      • Bug - Fixed a bug upon upload causing an uploaded file to miss a dot before it's extension.

 

 

30th September 2024

What's New Webinar

  • No Webinar this month

Our focus for the month

  • UPDATE - Tool - Account Reconciler (closed beta)
    • Creation of new generic shared journal posting modal and all associated logic.
    • Enabled clearing of incorrect verification balance through clicking of cross
    • Creation of flow for selecting unreconciled transactions prior to the conversion date.
    • Detection and visuals for changed verified values.
    • Ability to click through to a specific month from the list view.
    • Show status, links and comments on the list view
    • Enable shift key to select all transactions between two selections.
  • Feature enhancements & bug fixing
    • Miscellaneous
      • Bug - Client Map - Fixed an issue where entity display names wouldn't update.
      • Bug - Client Map - Fixed an issue where relationship changes won't update in the diagram.
      • Enhancement - Client Map - roll through TFN encryption associated with the TFN field.
      • Enhancement - Equipment Finance - Refined tool tip text to clarify the utilisation of the Existing Agreement date.
      • Bug - Inter-entity Loan - Fixed a bug causing the count of unreconciled entries to be incorrect with respect to the establishment date.
      • Bug - Inter-entity Loan - Fixed an issue preventing the Out of Balance filter from working.
      • Enhancement - Client - Increase the mobile field length from 20 to 100 to prevent errors when the mobile text in XPM is longer than 20 characters. Also strip the mobile text from XPM to 100 characters in case the mobile in XPM is longer than 100.
      • Bug - Correspondence Register - mail tab - Fixed a bug where if you clear the filters whilst on the mail register tab, it no longer just shows mail.
      • Enhancement - E-signing - Annature - Update recipients when refreshing an item in the case that a user updates the contact details after sending the envelope.
      • Enhancement - Integration - XPM - Modify the sync to handle the changing of the now defunct prospect type in XPM
    • Document Management
      • Bug - Fixed an issue where the scroll bar would break upon closing of the linking modal.
      • Enhancement - Allow utilisation of & / # when creating or renaming files and folders in Sharepoint.
      • Enhancement - General DMS icon should open to the default practice location, not the last location.
      • Enhancement - When selecting the DMS section of the client group page, it should open the first client in the list's folder.
      • Enhancement - When adding document templates, enable the selecting of multiple templates at the same time.
  •  
    •  

 

 

31st August 2024

What's New Webinar

Our focus for the month

  • UPDATE - Integration - XPM Timesheets (open beta)
    • Enable the ordering of jobs and tasks by name
    • Ability to refresh task list if no result is found.
    • Excluding of jobs that have a status of Completed and Cancelled
    • Fixed an issue where the user isn't assigned before adding a timesheet in XPM.
  • UPDATE - Tool - Account Reconciler (coming soon)
    • Building out of the first iteration of the list page
    • First iteration of the account list page, including setting of periods, balances, comments, linked documents and status.
    • Add to the left menu
    • Enable click through to underlying transaction in Xero
    • Add a quick search function
    • Created the quick action toolbar including underlying keyboard shortcuts.
    • Ability to reconcile / unreconcile / show reconciled transactions.
    • First simple pass at Automatch.
    • Showing of net balance of selected transactions + number of selected transactions.
    • First pass pickup of modified reconciled transactions + tooltip explaining what's changed.
    • Ability to group transactions by month / quarter / annual / financial year
    • Enable showing of transactions prior to conversion date
    • Ability to click to populate / clear the verified balance.
    • Ability to link documents to a verification
    • Ability to leave comments against a verification
  • Feature enhancements & bug fixing
    • Miscellaneous
      • Enhancement - Increased the default resolution of PDF output from the PDF editor.
      • Enhancement - Further enhancements to the new Xero sync methodologies as we ready ourselves for rolling it through all connections.
      • Enhancement - Refinements to the new Gmail extension under manifest v3 ready for re-submission soon.
      • Enhancement - Modified the error text showing from voiding entries in Xero to be more user friendly.
      • Enhancement - Significant enhancements to the performance of the Fuel Tax Credit tool when there's a lot of data to extract including adding of a spinner to give a clear indication when data is being collated.
      • Enhancement - Increased timeout for bulk update of updating client addresses.
      • Enhancement - Refined visuals in the global search for DMS, ABN and TFN.
      • Enhancement - Refined XPM sync process to exclude non-active clients with updating details across the ATO Lodgements, BGL, NowInfinity.
      • Enhancement - Increased default password length to 12 characters per Google Requirements (via TAC Security review)
      • Enhancement - Modify the behaviour of the Client Group DMS page to show the client default folders, rather than the last folder opened (only relevant in Workflow)
      • Bug - Fixed an issue where restricted access groups at times would not update when new clients were added to the group.
      • Bug - Fixed a bug in client maps preventing the date of birth and display names changes being picked up upon map open.
      • Bug - Fixed a bug where the global search opening of the DMS doesn't open the e-signing modal.
      • Bug - Fixed a bug that would sometimes cause a tenant to load in with no custom colours or user icon.
    • Workflow
      • Enhancement - Refined visuals around the tag addition.
      • Enhancement - Refined some wrapping behaviour for view names when there are many favourited views.
      • Bug - Fixed issue that limited future months to 13 months in the repeat.
    • Correspondence Register
      • Enhancement - Modified the text editor to utilise <p> and not <div> upon upgrade to component.
      • Enhancement - Added new call action "Please Call (URGENT)" and highlight in red.
      • Enhancement - Add SMS in app notification upon receiving a response to a message.
      • Enhancement - Modify the user select for MS teams to stay open for selecting multiple people.
      • Enhancement - Include the "Shared with" team members in the MS Teams mention.
      • Bug - Fixed issue where the "Taken" user name was being sent to the Teams message, rather than the "For" user name.
      • Bug - Fixed an issue that would only allow the first team member to be mentioned in MS Teams message; 
    • GovReports
      • Enhancement - Refinements to the matching process
      • Enhancement - Refinements to no match and matching modals

 

31st July 2024

Did we just blink and have a whole month disappear???  😯

 

What's New Webinar

Our focus for the month

  • NEW - Integration - XPM Timesheets (open beta)
    • Initial implementation of posting timesheets to XPM from workflow tasks
    • Enable "T" shortcut to open timesheets modal
    • Dynamically load in client jobs and tasks;
    • Auto selection of job and task if there is only one in XPM to streamline timesheet entry further.
    • Auto save of selected client job and task against the AK workflow item so streamline timesheet posting.
    • Ability to set start and end time or post just time; Remembers last setting per user.
    • Created many different methods for entering time.
    • Saves a draft until minimum details are set for posting to XPM.
    • Auto-allocates current user to task in XPM (as API won't allow posting without this, despite being able to post time in XPM direct without)
    • Showing of all current timesheet entries + ability to edit / delete your own timesheet entries. Also enable showing of description upon hover.
  • NEW - Integration - GovReports (coming soon)
    • Initial implementation of connection process and matching via ABN & TFN
    • Matching modal to enable manual matching of GovReports clients with AccountKit clients where an automatch can't be found (eg. if client TFN's are masked when they flow in from XPM)
  • NEW - Tool - Account Reconciler (coming soon)
    • Initial implementation of revised tool structuring ready for utilisation across new tools and re-writes.
    • Initial focus is around ensuring a transaction listing in AK reflects Xero exactly; 
    • Improved performance with high volumes of transactions.
    • Account selection and initial setup.
  • Feature enhancements & bug fixing
    • Miscellaneous
      • Enhancement - Global Search - Added the DMS quick select from the Global select menu.
      • Enhancement - E-signing - Aligned terminology for statuses with FuseSign and Annature.
      • Enhancement - Implementation of more complex encrypting and hashing of client TFN data across the client detail and ATO lodgement statistics.
      • Enhancement - Increased the resolution assigned to PDF's when sent to print from document management.
      • Enhancement - Client detail - Enabled further import / export fields for practice authorities.
      • Bug - Fixed an issue where the settings option won't appear if you click from the summary tab to a detailed tab.
      • Bug - Modified the Froala text editing component to dynamically resize allowing for change of monitor / window size. (eg. Correspondence Register, Professional Development)
      • Bug - Email extension - Fixed a bug resulting in relationships not appearing.
      • Bug - Div7a - Fixed a bug where a blank record would mean other entries couldn't be opened.
      • Bug - Div7a - Fixed a bug where in rare circumstances, the payout value wasn't calculating correctly.
      • Bug - Equipment Finance - Fixed a bug resulting in printing of reports excluded the account names.
      • Bug - Client Map - Fixed an issue with the header and footer going out of place when the screen resolution has increased scaling.
      • Bug - Admin - Fixed an issue where tenants on prior pricing were unable to download the invoice and receipt under the new UI.
      • Bug - Client Detail & XPM - Fixed an issue where at times client groups removed in AK did not remove also in XPM.
      • Bug - DMS - fixed an issue causing the legacy FYI UI to appear for some users.
      • Bug - PDF editing - fixed a bug resulting in PDF editing changes not being saved.
    • Workflow
      • Enhancement - Extended the timeout associated with generating repeating tasks in bulk.
      • Bug - Fixed an issue where some tasks wouldn't populate the user if multiple frequencies assigned.
      • Bug - Fixed a bug where dragging a task to another group, the task is greyed out like it's been archived.
      • Bug - Fixed an issue where a change of task properties, the task would revert to draft mode.
      • Bug - Fixed a bug that would generate an error when assigning a user of a subtask from the list view.
      • Bug - Fixed a bug that the scroll to load would fail when dealing with much higher resolution screens.
      • Bug - Fixed a bug where at times an import of practice authorities doesn't flow back to XPM.
    • Knowledge Centre
      • Enhancement - Various cosmetic refinements to layout and PDF output.
      • Enhancement - Updated the PDF export naming convention to include the article name or if multiple sections visible, simply "Knowledge Centre.pdf"
      • Bug - Fixed an issue where the cursor could disappear off the bottom of the page when you hit enter many times.
      • Bug - When dragging left outline area, collapse children entries so they don't look like they're being left behind.
    • Correspondence Register
      Most changes here are in relation to the decommissioning of the Legacy UI and a migration of the Mail register into the new Correspondence Register.
      • Enhancement - Re-implement prior functionality to auto-populate the teams user based on the user selected. Extended to remember which channel previously sent to and setting at a practice wide level.
      • Enhancement - Re-implement prior functionality with the option "Save and Add New" along with remembering the last entry setting.
      • Bug - Fixed an issue where renaming a channel in teams wasn't updating in AccountKit.
      • Bug - Fixed a bug that if users select the For user but have not touched the notify block, the correspondence record was not sent.
      • Bug - Fixed a bug where the teams message was showing the same user for from and to.
  •  
    • Important Items Register
      • Enhancement - Added new filters to filter by event date + addition to save view state.
      • Enhancement - Where there isn't an event date or description, the "final" record won't show these fields at all.
      • Enhancement - Enable auto-save functionality with notification; Cancel deletes the draft. Updated the button to reflect this change as "Finalise" rather than "Create".
      • Enhancement - Added placeholder text for event description
      • Enhancement - Cosmetic updates to the export to PDF output.
      • Enhancement - Only show one line of description in the list view with mouseover showing detail.
      • Enhancement - Enhance PDF output to allow for HTML in notes output.
      • Bug - Fixed an issue where adding a tag wasn't then updating the tags in the detail area.
      • Bug - Fixed an issue that would cause 01/01/1900 to show up where there isn't an event date.
      • Bug - Fixed an issue where a new record would appear to have a workflow item linked by default.
      • Bug - Fixed an issue where changes to the event description would cause an error to flash up before the record is created. Changed to only attempt to save upon loss of focus.
      • Bug - Show a message when the total text length exceeds maximum length to avoid generation of string truncated database error.
  •  
    • Client Map
      • Bug - Fixed another bug where user permissions resulted in relationship data not flowing through for all users.

 

30th June 2024

Break out the streamers and champagne, for we should be celebrating passing the finish line of the End of Financial Year in Australia!  🍾🏆🏁 .  Let's have a dive into what we've been working on whilst you've been fighting the good fight! 

 

What's New Webinar

 

Our focus for the month

  • Workflow
    • Enhancement - Creation of bulk actions for update, archive, unarchive.
    • Enhancement - New Bulk Update pop-up to facilitate updating workflow tasks in bulk. (does not apply to reminders)
    • Enhancement - Added the ability to apply tags to workflow items, including modifications to view settings.
    • Bug - Fixed an issue where you couldn't drag in cardwall view due to the new checkbox.
    • Bug - Fixed visual issues with the related tasks tab as a result of other recent changes.
    • Bug - Fixed a bug where grouping by family group would show some incorrect entities where the group ID is small. 
    • Bug - Fixed the deselect bulk selection to ensure groups are also de-selected.
    • Bug - Fixed an issue where carry forward notes would stay the placeholder light grey.
  • Feature enhancements & bug fixing
    • Miscellenous
      • Enhancement - Pricing - Roll out of new price model for new sign-ups.
      • Enhancement - Update the default opening mode for all windows to full screen view, rather than right pane view.
      • Enhancement - Equipment finance - optimised queries around balance collection from Xero 
      • Enhancement - Xero sync - Creation of new account across various tools should immediately refresh the account list.
      • Bug - Permissions - Further fixes to outlier cases where clients in restricted access groups wouldn't necessarily show relationships to all applicable users.
      • Bug - Permissions - Fixed other outlier cases where permissions issues prevented users from being able to edit schedules across a number of tools.
      • Bug - Fixed a bug that caused the underline to stay visible despite a field no longer being in focus.
      • Bug - Fixed a bug that would cause the client group update not to flow into XPM.
      • Bug - Fixed a bug that would at times not load the user profile properly resulting in missing practice colours and menu items. 
      • Bug - Division 7a - Fixed vertical alignment of text in the dividend modal.
      • Bug - Fuel Tax Credit - Fixed a bug where if you changed the BAS start period, you could no longer select a period after this date.
      • Bug - Knowledge Centre - Fixed an issue where the default standard text option was being archived;
    • Correspondence Register
      Most changes here are in relation to the decommissioning of the Legacy UI and a migration of the Mail register into the new Correspondence Register.
      • Enhancement - Showed extra mail related items under the Status field
      • Enhancement - Added new filters to enable quick filtering of direction, mail method and action.
      • Enhancement - Roll through an update to upgrade legacy mail register data to apply a shared tag for "On hold" and "Returned" in the new Correspondence Register.
  •  
    • Important Items Register
      • Enhancement - Added a new "Event Date" and "Event description" field (for capturing details like Vesting date, lease expiry date or the like. 
      • Enhancement - Many modifications to the visual appearance in full screen v's pane view.
      • Enhancement - Made the free-text area capable of capturing rich text.
      • Enhancement - Updated filters and export details around new fields.
  •  
    • Client Map
      • Bug - New map preview was showing map name twice, rather than the description.
      • Bug - Fixed a bug where sanitization of data for security purposes would mess up the description at times.

 

31st May 2024

Whilst no chocolate this month, it's been one of some special treats with some releases coming out with the publish this weekend...

 

What's New Webinar

 

Our focus for the month

  • Workflow
    • Enhancement - New Projects Dashboard!
    • Enhancement - New ability to group by family groups + save to view.
    • Enhancement - Tweaks to the layout of all views to enable selection of groups of clients (ready for bulk updates) and the moving of the collapse expand of groups.
    • Bug - Fix an issue where the keyword filter saved to a view wasn't showing, despite working.
    • Bug - Fix an issue where the description for a sub task wasn't working.
    • Bug - Fix an issue where the carry forward notes weren't behaving correctly.
  • Email Extension upgrade (Open-Beta)
    We continue to implement minor updates whilst liaising with Google sign-off (by a third party) which is an extraordinary long process of waiting. Hopefully soon....
    • Enhancement - Added ability to push attachment, templates and contacts into a new email without requiring it to be attributed to the Correspondence Register. So there is now an Insert and Insert & Assign button. This is awesome!
    • Enhancement - Refinements to the contact select drop down; The contact list will shortlist to those related to the group, but if you search and can't find, it'll look outside the group (eg. if emailing a lawyer on behalf of the group)
    • Enhancement - Emails will also shortlist to those in the group, but if typing manually, it'll look outside the group AND if no client / contact selected, you can still search for an email; if not found, it can be manually added.
    • Bug - Fixed an issue that caused fields to show underlines despite not being selected.
  • Feature enhancements & bug fixing
    • Miscellenous
      • Enhancement - For relationships, made both directions for a spouse relationship simply "spouse" rather than "spouse of".
      • Bug - Fixed an issue with permissions that would prevent relationships from appearing for some users.
      • Enhancement - Added the ability to search by emails in the Global Search
      • Enhancement - New updated export from workflow including statuses and status changes enabling users to build out their own dashboards in excel.
      • Enhancement - New client import via excel to cater ONLY for practice authorities.
      • Bug - Fixed an issue that would cause some initial variables to not load upon first login resulting in blank menus and missing user information.
      • Bug - Fixed an issue that would cause odd sorting outcomes in the family group list.
      • Bug - Fixed an issue that would cause some outputs of reports to export with light text due to the print being generated before the data has finished loading.
    • XPM Upgrades
      We're undergoing a long project chipping away at the upgrade from v3.0 to v3.1 of the XPM API which is a significant change to how Xero handle contacts and clients. 
      • Enhancement - Upgraded contact records to the new methodology of handling contacts (significant piece of work).
      • Enhancement - Added phone, mobile and email to contact list view including an XPM contact link like clients.
      • Enhancement - Added history items around adding / removing contacts
      • Bug - Fixed an issue where the linking of a contact did not update XPM.
    • Knowledge Centre
      • Enhancement - Various cosmetic updates
    • Client Map
      • Bug - Fixed a bug where the Name change of a map doesn't update dynamically.
      • Bug - Fixed a bug where the group name is shown twice on the export.
      • Bug - Fixed an issue with the PNG preview.

    • Professional Development Register
      • Bug - Fixed an issue where the participants don't save if users click directly on update after selecting or removing items without the list first closing.

    • Xero Integration Upgrade (in Closed Beta)
      We're continuing with the significant overhaul on our Xero integration to bring in new functionality and resolve some issues that have come up over the years. We've made good progress, but given the importance and far reaching impact, we're continuuing to test and tweak for the next month.
        • Refinements to the matching modal after electing to bulk connect Xero orgs.
        • Refinements to multi-tenant connections (enabling multiple AK tenants to connect to the same Xero data)
        • Consolidate Xero connection icon across all of AccountKit.

 

30th April 2024

With plenty 'o chocolate afoot, school holidays and public holidays it's been a mash-up of a month. But still some gems to be had.

 

What's New Webinar

 

Our focus for the month

  • Email Extension upgrade (Open-Beta)
    We're chipping away at minor improvements whilst still working with Google to get approval there. This is still a few weeks away unfortunately.
    • Sort added to workflow items (by type, client and task name)
    • Show text "Internal" if the task has no client.

 

  • Xero Integration Upgrade (in Closed Alpha)
    We've done a significant overhaul on our Xero integration to bring in new functionality and resolve some issues that have come up over the years. We're carrying out some further testing across the equipment finance tool before we then role it out across the balance of tools, then making it public.
    • New ability to do Bulk Connections to streamline the connection process.
    • Resolve issues around connection/disconnections not reporting to Xero some connections.
    • Syncing logic no longer relies upon journal number as this was unreliable and resulted in missing data (meaning schedules appeared out of balance in AccountKit)
    • Decoupled the tenant ID from the Xero data tables; This enables one client to be connected across multiple AccountKit tenants at the same time.
    • Facilitated Xero's new(ish) rapid sync for initial connections.

 

  • Feature enhancements & bug fixing
    • Text Editor consolidation - Over time we ended up with multiple versions of the text editor we use in various places across AccountKit; So we upgraded to the latest version and consolidated across all areas of AccountKit for ease of maintenance and functionality going forward.
    • Miscellenous
      • Bug - Fixed an issue where you couldn't export from any of the list views at times.
      • Bug - Fixed an issue that caused the "client name" placeholder to not work in text templates.
    • DMS Integration
      • Enhancement - Added a setting to users Microsoft integration to give option to open documents in local app, not in the browser.
    • Client Detail Page
      • Enhancement - Clients Notes - Modified option to be able to attribute a client note to one more many clients, or available to all.
      • Enhancement - Client Address - Modified the Google look-up to return the short version of the state. (was causing an issue in XPM)
      • Bug - Resolved an issue with relationships generating a query error on a seemingly random basis.
    • Practice & User Admin
      • Enhancement - Enable the export of practice registers to excel.
      • Enhancement - XPM Integration - refined the layout for sync settings to make them more intuitive + added sync details.
      • Bug - Fixed issue where changes to employees weren't captured in the history.
      • Bug - Fixed issue where any coupons being applied weren't being shown. 
    •  Dashboard
      • Enhancement - NowInfinity & BGL now shows a message when the token is expired
      • Enhancement - NowIfninity & BGL now shows in practice settings who connected and date/time.
      • Bug - Fix the ATO list exceptions link + enable right click to open.
    • E-signing
      • Enhancement - Rolled through refresh function to detect and update deleted status (not supported, so we check for a 400 bad request error)
      • Bug - removed spaces in emails to prevent API error 400 Bad request.
    • Correspondence Register
      • Bug - Appended prior history to new history (different methods from the old UI to the new UI)
    • Important Document Register
      • Enhancement - Added functionality to create a draft automatically to enable addition of tags prior to saving; Cancel then deletes the draft.
    • Workflow
      • Enhancement - Added ability to cater for future repeats. ie. creating tasks x months in the future.
      • Enhancement - Added ability to search for tasks from the Daily Plan whilst disabling tasks that haven already been added.
      • Enhancement  - We've locked down templates so they're only available to practice administrators now.
      • Bug - Fixed issue when filtering the selected statuses are missing when reopening.
      • Bug - Fixed issue that would cause an error when adding new checkboxs.
      • Bug - Fixed wrapping of long task names.
    • Knowledge Centre
      • Enhancement - Autosave now saves every minute and update the time automatically when it does.
      • Bug - Correct gramatical errors.
      • Bug - When deleting from archived pages, the modal wouldn't close along with other anomalous behaviour.
      • Bug - Fixed an issue when inserting a paragraph and you couldn't start typing due to loss of focus
    • Client Map
      • Bug - fixed the sort order of relationships.
    • Equipment Finance
      • Bug - Fixed the list view showing "no schedule" if a schedule exists, but the first payment is today or earlier.
      • Bug - Updated the Excel export file name to reflect the requested name
    • Inter-entity Loan tool
      • Enhancement - Various polish and refinements to the Detailed PDF export.
    •  

 

31st March 2024

So ends the first quarter of 2024, another month of polish and refinements + one major release.

 

What's New Webinar

 

Our focus for the month

  • Email Extension upgrade (released into Open-Beta)
    • Rolled through permissions elements.
    • Ability to select files from the DMS to attach to emails.
    • Detecting changes to email in the email client for updating in the correspondence register.
    • Auto-suggest a client based on the email address and prior history
    • Assign a label "Assigned to AccountKit" for sent emails.
    • Update visual for attachments manually dragged into the DMS.
    • Add workflow capabilities
      • Create reminder
      • Create task from blank
      • Create task from template including the list of templates and user roles.
    • Refined icons to make them more readable.
    • Auto-populate email after selecting a contact
    • Added all of client details into the new client detail tab including ability to copy ABN, ACN, TFN.
    • Added CC and BCC options.
    • Modified email lists to only show linked clients and skip any duplicates.
    • Enable maintaining of login within the email extension to reduce the need to re-login as much.
    • Show messager when an email inbox doesn't match the email enabled between Outlook and AccountKit.
    • Refinements to various validation errors and associated messages to make them more readable.
    • Enable a search window when selecting "link more tasks"
    • Don't show the DMS tab and attachments where no DMS attached.
    • Enable authentication via "login with Xero"
  • Workflow
    • Sub-tasks
      • Added the option to show sub-tasks as an option in your view options;
      • Show parent task trail.
      • Roll through all parent task functionality to sub-tasks; (eg. updating sub-tasks, comments, daily plan, ability to create a link to a sub-tasks; dragging of sub-tasks)
      • Disable ability to change watch-list of sub-tasks (only available in parent tasks)
      • When added to a sub-task, the user is added to the parent watch list.
    • Other
      • Stopped workflow name wrapping to the next line in the list view.
      • Show scrollbar in the files area in the event the favourites list is long.
      • Refine icon placement at the bottom of a new task pop-up
  • Miscellaneous
    • Workflow
      • Stopped workflow name wrapping to the next line in the list view.
      • Show scrollbar in the files area in the event the favourites list is long.
      • Refine icon placement at the bottom of a new task pop-up
    • Equipment Finance
      • Restructure of the schedule list view to make the status align with the Balance At date.
      • Added functionality to see schedules enabled for auto-post or manual post;
      • Added functionality to facilitate bulk posting from the list view.
    • E-signing
      • Add a button to link back to the signing record in Slack ,Teams & Email message.
      • Add status and a link to the job into the e-sign record itself
      • Disable contacts (make grey) if no mobile number within the contact.
      • Improvements with text templates and e-signing templates.
      • Attempt to match user name in Annature by name, then email if no match.
      • Added a refresh icon to update status of envelopes (in case webhook send in wrong order + doesn't inform when envelope is voided / deleted)
      • Added new status to capture Voided / Retracted and Archived.
    • DMS
      • Refined search to bring up folders in alphabetical order including those not yet loaded in.
      • Enable scroll to load through multiple API calls.
    • Various polish to a variety of tools.
      • PD Register - Forced the user select to stay open, so you can select multiple teammembers at once AND select anywhere on the line. Small thing, but damn it feels so much better!
      • Fuel Tax Credit Calculator - Added a loading spinner to communicate what's happening when large data sets are being loaded.
  • Bug Fixing
    • General
      • Updated the base settings for export of data to excel to remove text formatting on numbers.
      • Fixed an issue causing logos on reports to be distorted.
      • Fixed the appearance of grey boxes upon export of PDF in some reports.
      • Enabled the visibility of some Xero system accounts (eg. Wages payable, Suspense) in account pickers.
      • Updated the Client Group tab client count to exclude archived entities.
      • Fixed an issue with the XPM sync that could not update a client group in XPM if there was an archived group of the same name.
    • DMS & E-signing
      • Fixed an issue that wouldn't allow PDF's to be opened if there is a # character in the name.
    • Permissions
      • Removed the DMS icon for guests where not connected to a DMS.
      • Fixed a bug where users with permissions couldn't then open up Correspondence Register entries;
      • Fixed a bug causing an exception when employees accessed the Client Group tab.
      • Fixed a bug that would cause the Client Access Level to cease working.
    • Workflow
      • Fixed a bug that showed the same user as being in workflow multiple times
      • Fixed the wrapping of the save button when both start and due date are utilised in reminders.
      • Fixed a bug that would cause the task name to disappear if there's too much text.
    • Equipment Finance
      • Fixed a bug that caused the accounts not appearing in the excel export of the reports.
      • Fixed an enduring issue that would cause the equipment finance list view to time out about load in certain circumstances.
      • Fixed some inconsistencies of font sizes and formatting in the various reports.
    • Important Items Register
      • Fixed an issue where a new and unsaved entry won't keep the tags selected.
    • Amortisation Scheduler
      • Fixed a bug that was causing all accounts to show in the excel version of the summary movement report, even when they're turned off along with showing with "-1" values.
    • Division 7a
      • Fixed a bug that would mean the first time you access the Summary tab, the settings aren't enabled for the detail schedules.
    • Client Map
      • Fixed a bug that resulted in an error upon enabling display names.
      • Rolled through updated defaults to templates to all tenants to improve visuals on diagrams (corner radius on lines) and enable snap to grid by default.
    • Knowledge Centre
      • Updated the direct link to go to the direct requested page, rather than a view only version.
      • Enforce creation of extra line upon insert of an info block.
      • Fixed a variety of bugs in relation to navigation and the behaviour of the outline menu
      • Fixed a bug that would cause significant slow down issues.
      • Fixed an issue where the user modifying a page wouldn't update immediately upon change.

 

 

29th February 2024

The leap 🦘 year brought us a whole extra day of productivity and polish! 

 

What's New Webinar

 

Our focus for the month

  • Email Extension upgrade (in-progress)
    • Many visual refinements including tweaks to work with Gmails skinny 320px pane width.
    • Where no client selected, show graphic in workflow area, rather than blank space.
    • Added ability to search for workflow items outside the group of the selected client.
    • Ability to link a document dragged to the DMS, dragged to a new locations or update after being assigned to the correspondence register.
    • Add permissions based on whether the Correspondence Register and Workflow are subscribed to.
    • Fixed an issue where assigning tags, then changing tabs clears the tags.
    • When linking a task, it removes from the available list and is assigned to the linked list and same for unlinking.
    • Compose email 
      • Convert the addon code from using jQuery to pure Javascript in React.
      • Rewrite most of the javascript code to solve a problem that the elements in the pane are not all ready when the iframe is loaded (doesn't happen in the traditional web application).
      • Open the client select if the client is not auto matched
      • Insert text template in the add on
      • After users click insert to the compose email, allow users to continue modifying the page and click insert again, eg. changing template, adding attachments
      • Selecting files from the DMS to attach to a new email.
      • Assign the label "Assigned to AccountKit " for sent emails.
  • Miscellaneous
    • Workflow
      • Refined CSS preventing users for mark daily plan items as completed.
      • Refined some visual issues to ensure status notes save icons show correctly + changed location to left side.
      • Adjusted the colour and size of the task name font to make it more readable.
      • Removed the save and cancel icons from comments, as you can achieve the same through pressing cancel, pressing enter or pressing escape.
      • Added mouse-over of long task name to show contents in a tooltip.
      • For long task names, prevent the 3 dot menu from wrapping to the next line.
    • DMS & E-signing
      • Added "browse-to" icons to cookie trail.
      • Added "browse-to" icons to 3 dot menu for all files and folders (including in email extension)
      • Added a link to the signing record from the notifciation in slack, teams and email.
      • Added the status and link to the signing job in the e-sign provider to email pane.
    • Many, many polishy updates across equipment finance, amortisation, inter-entity loan and franking account register reports.
      • Consistent naming conventions on PDF and excel exports.
      • Updates to font sizes.
      • Removal of wrapping of numbers.
      • Date range behavioural fixes
      • Consistency with handling of different date formats across all reports and excel.
      • Consistency of formatting across the header and body.
      • Proportion of the practice logo was squashed.
    • Optimisations to lookups associated with client permissions groups and guest access.
  • Bug Fixing
    • General
      • Fixed a bug that would show the same user as having opening up client records in the shared toolbar, despite being a different user.
      • Fixed an issue where the history modal would appear in different locations
    • Admin - Permissions would sometimes lock down practice settings, leaving all fields looking blank.
    • DMS & E-signing
      • Fixed a bug that would cause some contacts to be incorrectly greyed out in the contacts list.
      • Fixed an issue where MS Treams wouldn't remember the team members.
      • Fix the Annature Webhook issue where the status would sometimes revert back to sent after completing.
      • Fixed an issue where a file preview modal would appear off centre
    • ATO
      • Fixed an issue where the latest import would not be marked as the latest import.
    • Workflow
      • Fixed an issue where a comment would disappear when you click in and out a few times.
    • Teams integration
      • Fixed a bug where the "Share with" function wouldn't show users at all
      • Updated the content of the teams message to remove the Team message detail if no content and clear the blank button.
    • Permissions
      • Guest access would sometimes show client entities outside the permitted group;
      • Client relationships - Avoid showing related clients who the users don't have access to.
      • Client Edit - Removing setting of read-only to Super Admins for Restricted Clients.
      • Return all groups to Super Admins
      • Client group - refine to remove clients from restricted groups in the Inter-entity loan.
      • Fixed an issue where the group filter shows all groups.
      • Guest - Shared Toolbar - Remove Workflow / History from all tools except Clients and Correspondence.
      • Modification of Permissions enabled variable from Site variables to Tenant table across React and Web.
      • Fixed issue in Div7A, IEL and FAR Reports and client / group drop-downs showing restricted groups and Clients.
      • Relationships block in clients modified not to show relationships to Guests.
      • Fixed bug where Guests are unable to modify records, despite having edit rights.
      • Check permissions for direct URL link to client or tool records
      • Re-write the action for checking user permissions in both legacy UI and new to identify whether the import/export in the client page shows for a user.
    • Division 7a
      • Sometimes you would have to press the summary tab twice to open; 
      • Clicking through to the summary first would not load correctly, resulting in a non-functional settings and tabs not behaving.
    • Equipment Finance
      • Fixed an issue where the one-off event wouldn't handle alternative date formats.
      • Enabled export of accounts in the excel export.
    • Franking Account Register
      • Removed the orange button for returning to the old UI that would flash up on screen upon load.

 

 

31st January 2024

As we pull ourselves together from a few weeks of R&R, we've dived straight back into knocking out the AccountKit Power-ups, finally being released from the world of Beta.

 

What's New Webinar

 

Our focus for the month

  • Email Extension upgrade (in-progress)
    • Commenced work on making the new extension work in Google.
    • Assigning of emails, tags, attachments to correspondence register all working, including reversal.
  • Miscellaneous
    • Fixed the location and visuals for the workflow status dropdown menu.
    • Re-wrote the select combo to reduce the white space and cross and make it consistent across all use cases in AccountKit.
    • Fix CSS issue preventing check off of tasks in daily plan dashboard.
  • Admin, Subscription & Pricing
    • Finalised framework for updated pricing on power-ups and link with Stripe;
    • Updates to audit trail to pickup new changes to subscription.
    • Added padlocks, tooltips and other visual indicators to make it clear which elements are included with the current subscription v's Power-ups (Advanced DMS, Knowledge Centre, Guest access)
    • Limited access to exclude Workflow, Correspondence and Knowledge Centre for Guest users.
    • Added 10x freebies for E-signing before requiring addition of the Advanced DMS.
    • If no subscription, submitting payment details prompts to initiate the subscription now.
    • Specific functionality for large clients requiring set users only to have access to workflow.
    • Update to all Walkthroughs to reflect new users types (SuperAdmin, Practice Admin, User Maintenance) and UI updates.
  • E-signing
    • Connected to Advanced DMS functionaility and subscription settings.
    • Fixed the location of the history tab, that was being cut-off.
    • Fixed a bug preventing disconnecting when an invalid token (401 error)
    • When disconnecting an e-sign provider, remove visuals from all dashboards.
  • Document Management
    • Increased allowed file upload size from 20MB to 200MB
    • Fixed preview of images in google drive due to google changes.
    • Fixed PDF preview where file name has & character
    • Increased the number of returned folders from 200 to 999 (the maximum limit) so that all folders can be seen without a manual search.
    • Implement logic to dynamically load more folders upon scroll.
  • ATO Lodgements
    • Fixed a 409 Conflict Error when performing an action on an archived client.
    • Returned XPM error for the above, to make it easier to understand what's happening, but still update the tax authority.
  • Knowledge Centre
    • Fixed a bug where dragging a child page to another, it would disappear.
    • Fixed a bug where if you create a subsection and drag it, the parent drags with it until I reload.
    • Creation of a subsection should show the arrow putting down (ie. in expanded mode, not pointing right)
    • Fixed a bug where clicking on the knowledge centre would reload the entire page, rather than just the tool itself.
  • Dashboard
    • Updated actions to redirect from Legacy to new UI with appropriate filters applied.
  • Amortisation Scheduler
    • Added ability to filter / sort by type and tags
  • Franking Account Register
    • Updated to only show active clients.
    • Built and executed timer to roll old schedules to the new UI along with settings.
  • Inter-Entity Loan Tool
    • Fixed bug that prevented the Client Group filter from working in the Summary Report.
  • Client Map
    • Fixed a bug where the link to client map ceased working
    • Updated Affiliate entities to enable editing of fields, even where locked down for editing for client data (ie. one way sync from XPM to AccountKit)
  • Division 7a
    • Fixed an issue that would require two clicks to access the Summary Tab

 

 

Historical Latest Releases

Want to go back in time and see more of the historical changes across AccountKit, check out the following links.

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