Latest Releases (Historical - 2023) – AccountKit Support Center

31st December 2023

December involved a bunch of polish and prep for the updated email extensions, as well as preparing for the future release of our new power-ups... and of course the never-ending polish and refinements. We then stepped back for a few weeks of beach, family and food to recoup and get ready for 2024!

What's New Webinar

No webinar

Our focus for the month

Please note - Whilst the E-signing integration and Advanced DMS elements are out of beta, we've kept associated icons orange as they're going to form part of the advanced DMS functionality which will officially be released into a paid add-on as of the end of December.

Knowledge Centre (released into open beta)
- Added default data for all tenants (so you have a framework to start from)
- A pile of polish in readiness for open beta.

Email Extension Upgrade (in-progress)
- Embedding of a new light version of the DMS
- Enable client notes
- Enable tags
- Enable linking / creation of workflow items

Other
- Admin & Pricing - Initial work preparing for release of Advanced DMS, Guest Access and Knowledge Centre under subscriptions.
- Important Items Register - Changed description area from text field to text area to enable multiple lines of text; Fixed issue with scrolling to load when filters are open.
- User Permissions - Lots of bug fixes and polish; Enabled toggle for restricted access groups to target all or specific employees per group.
- Client Map - Where one way sync enabled, re-enabled editing of affiliates, since they don't push back to XPM.
- ATO Import - Enabled showing of archived clients
- XPM Sync - Modify the matching name logic that takes into account when all ACN, ABN, Last 3 TFN are blank (only works when the client in AK has no XPM Id)
- E-signing - Remove characters ‘ from the template content before sending to FuseSign; Extract and show a friendly error to users when the posting fails by some reason, eg. There was a problem adding customer Ashley Bull. Did not update as customer is Forced manual in Fuse
- Client list - Added a new filter to enable filtering by date of birth.

Bug Fixing
- Fixed a bug where the workflow list would extend outside of the modal when linking tasks to any AccountKit record.
- Fixed a bug where placeholder values weren't populated.
- Fixed a bug where the archiving / unarchiving of clients wasn't always being written to the history.
- Fixed a bug where in list view you cannot access the button to add more comments when grouped by partner or manager.
- Inter-Entity Loan - Fixes to report exporting.
  - Summary movement report headings appearing at bottom of page + updated so every change doesn't update the report until the apply button is pressed.
  - Summary report from list view - enable date selected on report layout, fixed issue with group select and export of reports with blank pages and title at bottom of second page.
  - Summary report from group view - enabled creation from this view.
  - Reconciliation Report - Moved date pickers so it doesn't go off screen, fixed issue where it'll fail to export after modifying the date several times, fixed issues with header / footer spacing.

30th November 2023

I don't know about you, but we've been busy with our Christmas Shopping in November, as we all know how busy December is - You know, trying to fit 5 weeks of work in 3 weeks. Now, when we weren't Christmas Shopping, we have been doing all sorts of other bits and pieces.

What's New Webinar

Recording from December 7, 2023

Our focus for the month

Please note - Whilst the E-signing integration and Advanced DMS elements are out of beta, we've kept associated icons orange as they're going to form part of the advanced DMS functionality which will officially be released into a paid add-on as of the end of December.

Email Extension Upgrade (in-progress)
- Re-write of the login flow to make it work with React and in the same window within Outlook/Gmail.
- Fix issues with caching of data;
- Fixed issues relating to multi-office setups.
Document Management System Upgrade
- Fixed an issue that would cause the DMS window to slow down upon load in relation to the loading of the EF and IEL detail reports.
- Enabled the ability to utilise the new React DMS in an i-frame in the old tools
- Optimisations for GoogleDrive & OneDrive
- Added extra icons for different file types for FYI
- Added ability to open files in FYI.
- Enable sort function in DMS window
- Updates to the folder template modals including ability to duplicate a folder.
- Updates to the template document functionality including file name preview.
- Added new placeholders [FinMonthNum], [FinQuarterNum] and [QuarterNum].
- Added an icon for emails dragged from outlook to DMS
- Rollover Nimbus to the new react DMS.

Other
- Workflow - Daily Plan - Enabled ability to see other peoples daily plans + associated settings.
- Knowledge Centre has continued to be polished getting ready for open beta.
- User Permissions has had a lot of refinements and bug fixes in readiness for open beta.
- Equipment Finance narrations simplified and made clearer.
- Amortisation Schedule - Separated the prepaid income and expenses on the report.
- Inter-Entity Loan - Rebuilt the Summary Movement Report under the new UI and added a validation check so that you can't select a date range for reporting purposes prior to the last reconciled date (otherwise you end up with nonsense data)
- Important Items Register - Enabled export in the shared toolbar;
- Dashboard - Released the updated Financials Dashboard.
- E-signing - Added contacts of the selected client to the potential signees; Enabled ability to dynmically load more records upon scroll; Enabled for FYI; Capture more history changes;

Bug Fixing
- Whilst rolling out new encryption methodologies, uncovered and fixed some Nimbus bugs
- Fixed a bug where duplicating a system view would create a new system view.
- Fixed a bug where creating an excel file, it would initially show as a folder.
- Fixed the BGL link which had changed to domain update in BGL.
- Fixed a caching issue that would cause some print pages to time out after completion of a publish to the production server.
- Fixed a bug where the Xero icon wasn't turning orange in list views, despite the data still being synced.
- Fixed a bug where if you have no schedules visible, you had no ability to show archived schedules.
- Fixed a bug where an error would generate upon exporting from the important items register to any DMS.
- Fixed a bug where the current view settings don't get removed upon the deletion of a view.
- Fixed a bug where some tags weren't visible in the Mail Register.
- Fixed a bug that caused Division 7a tabs to load twice upon selection.
- Gmail extension
  - Migration to new google framework (v2 to v3);
  - Updates to correctly account for time of saving based on local location.
  - Fixed issue where inserting templates didn't work.
  - Fixed a bug that prevented the email extension from loading upon selecting an email.
- Client Map fixes:
  - Refreshing client map settings frame on addition of new Business structure not working
  - Fixed bug where new structures not flowing through to client map themes.
  - Fixed bug where the display group name doesn't flow through to PDF.
  - Fixed bugs associated with client map operating within an i-frame within the new UI
  - New theme is not immediately available to edit instead edits another theme after creation

31st October 2023

October commentary to come ... any moment now.

What's New Webinar

Recording from October 2nd, 2023 .

Our focus for the month

E-signing Integration (in-progress - out of Beta November 30)
- Added the ability to add multiple files by a modal pop-up.
- Added placeholder text for the documents and recipient areas.
- Fixed an issue causing the e-sign to reset when a client is selected from the information pane.
- Adjustments to modal for adding new files. (disable e-sign, document opening, add confirm button)

Document Management System Upgrade (in-progress - out of Beta November 30)
- Adding of the ability to create and show favourite folders in the DMS + quick select of clients / groups. (great for if grabbing files for e-signing from different locations OR if in Professional Development and you've created a favourite for training documentation.
- Re-wrote the FYI integration under the new UI with many improvements such as.
  - Caching of data for speed.
  - Preview of office files.
  - Saving of PDF's from our PDF editor back.
  - MORE TO COME
- Finalised updates to the Box integration.
- Write history logs when linking a document to anything.

User Permissions (ready for opt-in to Beta from October 2)
- Many bug fixes and refinements based on feedback.
- Enabled tool specific lock down for a specific restricted access group. Use case being:
  - Partner Family Group - Full access to all clients and tools within the group
  - Partner Family Group (Admin) - Admin team have modify access to clients, correspondence, important items for all entities within the group.
- Restructured the Guest access page to make permissions more user friendly.
- Remove notifications for new user for guests.
- Removed Correspondence Register, Workflow and Knowledge Centre from guest access. Only full users can access these tools.
- Added an icon at the top of the client detail if within restricted client.

Workflow
- Add the following functions when drag and drop
  - Assign watchers when drag and drop to other assigned users
  - Write history when drag and drop, the same to changing information in the task
  - Send app notification
- Hotfixed the duplicate issue when filtering by watchers
- Fix the query so that reminders (and other private tasks) are only viewable to watchers, including filtering by watchers
  - Change the custom watcher select to the global AK Select to fix some visual behaviour.
  - Don’t allow the ability to remove a watcher if they are the owner of assigned task.
  - Legacy data - when users switch to private mode, automatically add them to the watcher list if they have not been in the list.
- Cardwall view in no-wrap mode - make the horizontal scroll viewable when opening the filter

Other
- Dashboard - bring back financial data from practice Xero file (in-progress)
- Added ability to filter by BGL and NowInfinity integrations in client list view.
- Darkened the Shared Toolbar icons.
- Brought back the client group list view.
- Knowledge Centre has received a huge amount of polish to all areas based on feedback from the closed beta group.
- Enabled multi-year visibility of states in the ATO lodgements graph.
- Rolled into specific areas the new version of Froala (our text editor)
- Enabled the linking of a file to the PD Register before creation of the record.
- A huge amount of general optimisation and refactoring inline with penetration testing and other regular review.
- Modified the visuals for the AK scrollbar so they're much more visible (especially the horizontal one for workflow)
- Update subscription history when new Xero orgs connections are established.

Bug Fixing
- Refined sizing of padding so scroll behaviour is correct behind the header.
- Fixed a bug causing the client map to fail saving in certain circumstances.
- Working with Suitefiles and FYI teams to fix a few bugs and issues with the API
- Fixed a bug that was causing tasks to disappear or duplicate when scrolling in workflow.
- Fixed a bug preventing a connection to Nimbus.
- Fixed a bug that allowed system views to be unlocked and related issue to setting locked / unlocked generally.
- Fixed a bug on the client group page, where if you uploaded a file, the whole page moved up under the tabs.
- Fixed a bug causing the button colours to be incorrect under the legacy UI.
- Fixed a bug causing the link to BGL and NowInfinity clients to break.

31st October 2023

October commentary to come ... any moment now.

What's New Webinar

Recording from October 2nd, 2023 .

Our focus for the month

E-signing Integration (in-progress - out of Beta November 30)
- Added the ability to add multiple files by a modal pop-up.
- Added placeholder text for the documents and recipient areas.
- Fixed an issue causing the e-sign to reset when a client is selected from the information pane.
- Adjustments to modal for adding new files. (disable e-sign, document opening, add confirm button)

Document Management System Upgrade (in-progress - out of Beta November 30)
- Adding of the ability to create and show favourite folders in the DMS + quick select of clients / groups. (great for if grabbing files for e-signing from different locations OR if in Professional Development and you've created a favourite for training documentation.
- Re-wrote the FYI integration under the new UI with many improvements such as.
  - Caching of data for speed.
  - Preview of office files.
  - Saving of PDF's from our PDF editor back.
  - MORE TO COME
- Finalised updates to the Box integration.
- Write history logs when linking a document to anything.

User Permissions (ready for opt-in to Beta from October 2)
- Many bug fixes and refinements based on feedback.
- Enabled tool specific lock down for a specific restricted access group. Use case being:
  - Partner Family Group - Full access to all clients and tools within the group
  - Partner Family Group (Admin) - Admin team have modify access to clients, correspondence, important items for all entities within the group.
- Restructured the Guest access page to make permissions more user friendly.
- Remove notifications for new user for guests.
- Removed Correspondence Register, Workflow and Knowledge Centre from guest access. Only full users can access these tools.
- Added an icon at the top of the client detail if within restricted client.

Workflow
- Add the following functions when drag and drop
  - Assign watchers when drag and drop to other assigned users
  - Write history when drag and drop, the same to changing information in the task
  - Send app notification
- Hotfixed the duplicate issue when filtering by watchers
- Fix the query so that reminders (and other private tasks) are only viewable to watchers, including filtering by watchers
  - Change the custom watcher select to the global AK Select to fix some visual behaviour.
  - Don’t allow the ability to remove a watcher if they are the owner of assigned task.
  - Legacy data - when users switch to private mode, automatically add them to the watcher list if they have not been in the list.
- Cardwall view in no-wrap mode - make the horizontal scroll viewable when opening the filter

Other
- Dashboard - bring back financial data from practice Xero file (in-progress)
- Added ability to filter by BGL and NowInfinity integrations in client list view.
- Darkened the Shared Toolbar icons.
- Brought back the client group list view.
- Knowledge Centre has received a huge amount of polish to all areas based on feedback from the closed beta group.
- Enabled multi-year visibility of states in the ATO lodgements graph.
- Rolled into specific areas the new version of Froala (our text editor)
- Enabled the linking of a file to the PD Register before creation of the record.
- A huge amount of general optimisation and refactoring inline with penetration testing and other regular review.
- Modified the visuals for the AK scrollbar so they're much more visible (especially the horizontal one for workflow)
- Update subscription history when new Xero orgs connections are established.

Bug Fixing
- Refined sizing of padding so scroll behaviour is correct behind the header.
- Fixed a bug causing the client map to fail saving in certain circumstances.
- Working with Suitefiles and FYI teams to fix a few bugs and issues with the API
- Fixed a bug that was causing tasks to disappear or duplicate when scrolling in workflow.
- Fixed a bug preventing a connection to Nimbus.
- Fixed a bug that allowed system views to be unlocked and related issue to setting locked / unlocked generally.
- Fixed a bug on the client group page, where if you uploaded a file, the whole page moved up under the tabs.
- Fixed a bug causing the button colours to be incorrect under the legacy UI.
- Fixed a bug causing the link to BGL and NowInfinity clients to break.

30th September 2023

September we've spend making some awesome refinements to the e-signing, DMS and workflow side of things whilst finally making available to closed beta the new Knowledge Centre! You'll need to apply to get access to this.

What's New Webinar

Recording from October 5, 2023

Our focus for the month

E-signing Integration (in-progress - out of Beta November 30)
- Enabled beta flags and visuals
- Fixed a bug where the MS Teams notification wouldn't activate or work.
- Enabled full screen or side pane views.
- Enabled quick filter/ search.
- Disabled e-signing where a folder or non-PDF file selected.
- Refactor client notes for making visible in e-signing.
- Add confirmation dialogue before deleting a record.
- Added function to automatically populate the subject field with the first file selected.
- Added recipients and statuses to dashboard and e-sign detail.
- Added ability to push back changes to documents and recipients from Annature and FuseSign back to AccountKit with details highlighted.

Document Management System Upgrade (in-progress - out of Beta November 30)
- Enabled beta flags and visuals
- Fixed a bug causing the set default folder icon to fail.
- Upgraded the "create link" modal to new system.
- Update the Dashboard DMS access to default to the practice folder and not retain last accessed folder.
- PDF Editing - Enabled caching to speed up loading
- Fixed a bug where deleting a file would cause a 403 forbidden error with Google Drive.

User Permissions (ready for opt-in to Beta from October 2)
- Enabled a restricted client icon to appear across all tools and clients where presently restricted.
- Where a user only has view capabilities of a tool, it now only shows the print version.
- Refinements to user ability to edit client fields where client is restricted or syncing is one way with XPM.
- Rolled through permissions to the Correspondence Register, Global Search, People icon, Business Name, Division 7a.
- Restricted access when direct links to clients or tools utilised.

Workflow
- Added new filters for client Partner & Manager to the views.
- Added the ability to group by Partner & Manager to the views.
- Added the client detail link to the client name at the top of tasks.
- Move “hide task” option from 3 dot menu to mouse-over menu for ease of access.
- Click 3-dot menu causes mouse-over items to disappear fixed
- Added function - Any time someone is assigned a task, they're also automatically added to the watcher list.
- Fixed issues where assigning reminder to other users failed
- Fixed a problem with UTC/Local time in relation to the daily plan.
- Reset the daily plan to today when page is refreshed.
- Fixed an issue where minimise / maximise would lose function.
- Fixed a bug where the day would increment automatically by a day with each click of a date shortcut.
- Fixed a bug where if not subscribed to workflow, but you deleted a test repeating task, you couldn't create a new one.
- Fixed the tabbing behaviour between fields in the template.
- Various visual fixes across the daily plan.
- Added task completed date and time to the workflow export to excel.
- Added the Client Partner / Manager to the overview tab of tasks.
- Refinements to reminders
  - Fixed watcher numbers not updating upon change.
  - Fixed an issue where a user cannot open the watcher menu if you're not the owner.
  - Fixed a bug that prevented reminders being converted to tasks.
  - Show text "delegated to username", "delegated by username" when assigning reminders to other teammembers.
  - Added history icon to the reminder pop-up.
- Fixed a bug that prevented duplicate reminder / task from working.
- Moved the location of the Add to daily plan to make it easier to access when daily plan is open + enabled confirmation upon addition.

Other
- Knowledge Centre completed to first closed beta access
- Enabled ability to set XPM connection to one way sync (finalised)
  - Can still edit non-XPM related fields in client data though.
  - Can still edit Affiliates
  - Also impacts ability to make changes to client data in the Client Map and ATO lodgements
- Added copy confirmation when copying from the global menu the ABN or TFN.
- Added a client detail link to the Birthday Dashboard.
- Added options to the Equipment Finance & Amortisation Scheduler summary reports to toggle to show current / non-current and unexpired interest, despite practice settings.
- Introduced lazy loading for equipment finance status to make the page load faster.
- Rolled through a new PDF generation library.
- Added functionality for capturing database exception handling at the database level to provide error details being made available to wanna-be hackers.
- Disallowed inappropriate file uploads.
- Implemented new Froala editor in Knowledge Centre and rolled through PD Register & Practice Settings.
- Refined the visuals for the Card Wall in Workflow to make it more visually pleasing.

Bug Fixing
- Fixed a bug that would cause tool headings to push outside the header area when too much text.
- Fixed a bug where the date widgit would generate an error when closing when the picker object isn't available.
- Fixed a bug where the Gmail extension would incorrectly think it is disconnected from AccountKit.
- Client Group page
  - Fixed a bug causing the tabs for the simple / flexible loans appearing above the heading.
  - Fixed a bug that would cause the filter to stop working or not show.
  - Fixed a bug where the client group ID would disappear after a tool tab selected.
- Various Equipment Finance bux fixes
  - Fixed an error with the import process.
  - Fixes associated with the "Balance at" date not showing correct status.
  - Fixes for the column display in the summary movement report where Current and Non-current are selected.
- Fixed a bug that would cause the numbers in the Inter-entity loan reconciliation report to cut-off the numbers.
- Fixed a bug that would cause text to disappear sometimes upon generation of a PDF report.
- Fixed a bug where changing of tabs within the Inter-entity loan and Division 7a would lose the applicable register reference and therefore not export the correct scheduled data.
- Fixed a bug where the quick copy for the address in the Correspondence tool didn't show the detail over multiple lines.
- Fixed a bug for BGL CAS issue (also fix for simplefund and NowInfinity that have the same logic.
  - When matching by ACN, don’t match clients that have been linked
  - When matching by Client Name, don’t match clients that have been linked
  - Don’t post the change to XPM after auto matching, but if users manually match it will post to XPM
  - Also liaised with BGL to increase the timeout, as some tenants data couldn't complete their sync before BGL timed out the connection.
- Fix Xero icon in the client list - red colour was not shown for connections that have errors.
- Fixed a bug where a user cannot disconnect Google Drive when the token is not valid
- Fixed a bug that caused the overnight sync to XPM to fail.
- Fixed a bug that caused a client list import to fail due to too many practice authorities.
- Fixed a bug that would return $0 within the history of billing where bank account payment method used.

31st August 2023

The month has been another period of polish, bug fixing, polish bug fixing ... repeat as we slowly but surely work our way towards a public launch. With the introduction of significant new features (like the DMS, PDF and permissions), often there needs to be a moment where we pause and go back and re-factor a bunch of elements impacted by the new additions. It's an important, albeit frustrating pause to progress, but must be done on a semi-regular basis to keep our code base clean and well structured.

What's New Webinar

Recording from September 9, 2023

Our focus for the month

E-signing Integration (in-progress - due for Beta release September 5)
- Created the initial connection with:
  - Annature via Id and Key
  - FuseSign via OAuth2.
- Added mobile number validation prior to sending to integration.
- Create shortlist of valid recipients based on the client selected (eg. related clients, contacts, partner and manager).
- Added ability to insert text templates.
- Added ability to send multiple PDF's and validate status via webhook for envelope statuses.
- Added ability to save back finalised PDF's back to the connected DMS with "(Signed) appended to the name.
- Created an e-signing dashboard with click through to envelope and made available on the dashboard and client group page.
- Added ability to send a notification in-app, via email, Slack or MS Teams once the signing process has been completed and documents have been received and saved.

Document Management System Upgrade (in-progress - Updated release scheduled for September 5)
- DMS
  - File and folder lists resort automatically after renaming.
  - Updated description information within the integrations area.
  - Upgrade Dropbox & Suitefiles to the new UI.
  - Enabled F2 shortcut to rename a file or folder, including error checking and updating of user details + date.
  - Enabled Windows Explorer style editing - ie. Double click to open; Ctrl to select individual files and Shift select to select a range of files.
  - Enabled confirmation pop-up when deleting a file + key shortcut.
- PDF Editing
  - Refined the menu order and options for PDF editing.
  - Added page manipulation options to the left menu.
  - Added layout options to the left menu.
  - Added a 3 dot menu to hide non-frequent actions.

User Permissions (in-progress - Updated release scheduled for September 30)
- Work through tool report pages to respect permissions.
- Further refinements to the general drop-down select to respect permissions.
- Refinements to guest access functionality.
- Added functionality (that links to XPM one-way sync) that disables field editing in the client record when only read-only access.

Other
- Added ability to the XPM sync for the sync to be a one way affair from XPM to AccountKit only. In line with this, made the following changes to various areas across AK.
  - Disable all client / contact / prospect fields that map to XPM (Affiliates not impacted as they don't sync to XPM).
  - Fields like Description, Business Name, Client Notes + non-system practice authorities are still editable as they don't sync back to XPM.
  - Disable the ability to create new client / contact / prospects.
  - Disable any posting of details from the ATO imports back to XPM.
  - Added a warning to the client detail header and import modal where one way sync has been enabled.
- Visual refinements to the Workflow Cardwall view to make it nicer to the eye.
- Updated the "copy address" function to output in a format suited for a mail label.
- Added prompt for legacy users on the Franking Account Register to migrate to the new version of the tool.
- Rolled out a new PDF library for increased functionality and performance including fixes for elements that broke as part of the foll out (thankyou for your patience as we did this!)
- Upgrade to our AWS database infrastructure for increased performance.
- Refactored history component to work interchangeably across the old and new UI.
- Added a function to the Amortisation and Equipment Finance tool reports to show unexpired entries and current / non-current irrespective of the practice settings.
- Changed the visuals for all toggles to utilise a standard green and not the practice highlight colour. Confused people when the colour was grey.
- Focus the tag search menu when triggering from the shared toolbar + other behavioural refinements.
- Refine the visuals for the Client list BGL CAS icon menu
- Created the ability to export workflow tasks to excel for manual review.
- Working on refinements with the XPM sync in relation to contact changes (in-progress).
- Added functionality behind the scenes to refresh the old legacy UI to keep the web session alive.

Bug Fixing
- Fixed an issue that prevented the client maps printing to PDF.
- Fixed a bug where any changes to the description and other map details would not then update in the PDF under the new UI.
- Fixed a bug that prevented the tabbing through fields in some tools after an upgrade.
- Fixed a bug with the date picker generating an error and not closing after upgrade.
- Fixed a bug that caused headers on tools to push outside the bounds of any modals if there are long descriptions.
- Fixed a bug that prevented a change of subscription from the legacy to the new not passing through to Stripe.
- Fixed a bug with the Client Notes where the "keep note specific to record" wasn't saving.
- Fixed a bug where the workflow placeholder with formulas stopped working (eg. Year - 2)
- Fixed a bug with the syncing process for BGL CAS360 and NowInfinity where wrong entities would match (very rare!)

31st July 2023

What's New Webinar

Recording from August 3, 2023

Our focus for the month

Document Management System Upgrade
- DMS
  - Templates - New folder auto-selects for quick editing.
  - Refactor methods for getting tokens on the server side.
- PDF Editing
  - Moved thumbnail view / bookmarks etc out of the drop down menu for ease of access.
  - Auto-open the thumbnail view.
  - Enable redo/undo
  - Reworked all tool icons to always show frequently used tools rather than having them in drop-down menus.
  - Centre align all secondary menus for ease of access.
  - Set practice highlight colour for all selected elements for consistency of UI.
  - Add new icons for quick rotate, duplicate, insert and delete into the thumbnail view.
  - Set icons so they only show upon page select.
  - Added an option to show a water mark for non-subscribed advanced DMS functionality.
  - Set scroll bar styles to match the rest of AccountKit.

User Permissions
- Updates to client select drop-downs to respect permissions
- Significant refactor of permissions structure for better performance.
- Creation of new variables to enable appcues targeting of in app messaging.
- Rolled through Super Admin visibility permissions to all areas.

Bulk Import & Other
- Completed the bulk client list import via Excel function to closed beta to facilitate updating any client details in bulk; This has involved splitting into multiple imports of 500 for large client lists for performance reasons, the ability to export an import exceptions list for when the import fails + taking the XPM data validation update offline.
- Significant time has been spent around refactoring of all areas after intergrating a bunch of new tools and functionality.
- Updated the Fuel Tax Credit continue button to finalised when a schedule is rolled forward
- Added details to the (?) under practice settings for the SMS integration around the use of the Business Name. It needs to be a registered business name that has been authorised to be used within your Twillio account.
- Updated the timing of the generation of billing spreadsheet to align with the moment that stripe triggers a payment to ensure the payment matches the spreadsheet, including storing of the excel file.
- Added an email option for "share with" for the mail register type within Correspondence (didn't previously exist, as you couldn't share mail under the old mail register).
- Roll the new placeholder for "Client name" into the workflow placeholders.

Bug Fixing
- Franking account register
  - Fixed a bug that prevented a new financial year being created after end of June 2023.
  - Fixed a bug that prevented new registers being setup due to an inaccessibility error.
- Fixed a bug that was preventing the creation of a next financial year within the Fuel Tax Credit Calculator.
- Fixed a bug that was prevented custom colours to flow through to the PDF exports of some reports.
- Fixed a significant bug (that never left development) that was preventing all pop-ups (eg. equipment finance one-off event, inter-entity loan journals) after some internal library updates.
- Workflow
  - Fixed a bug where users assigned to practice authority weren't being assigned to tasks upon creation.
  - Fixed a bug where if a status has not been used but belongs to a flow, it does not trigger the status change popup; Fixed also across priority, types and roles.
  - Fixed a bug where a repeating task does not trigger if the start date is set to today.
  - Refined comment visuals where they span over 2 lines.
- Fixed a bug that prevented FYIdocs being connected under the new user interface.
- Fixes to the visuals associated with the integrations drop-downs on the client list page in the new user interface.
- Fixed a bug that caused the overnight subscription timer from writing into the subscription history, even where there hasn't been a change.

30th June 2023

It's been a month of polish and bug fixing around the DMS system upgrade and User Permissions that are edging closer to launch.

What's New Webinar

Not available

Our focus for the month

Document Management System Upgrade (in-progress - release scheduled for July 31)
- Added new functionality with the practice settings for setting up template folders and template files including the creation of a new "ClientName" placeholder.
- Added new functionality to the file browser to enable the setting up of new folders and templates from anywhere in AccountKit.
- Next round implementation of the PDF editing capability with save back functionality to all connected DMS systems.

User Permissions (in-progress - release scheduled for July 31)
- Added history to user permissions
- Various bug fixes in relation to QA testing.
- Modifications to the Global Search to return clients based on user permissions
- Added functionality to validate user permissions object against client side tampering.
- Toggle functionality based on if legacy UI is still functioning (permissions won't enable unless legacy UI has been disabled, since the functionality is not available there.)
- Created a new Super Admin user that bypasses user permissions and roll through all areas.

Other
- Added a toggle to the IEL summary table that will display inter-entity loans with entities outside of the group.
- Added the ability to add a custom projected Division 7a benchmark rate for future periods rather than using the last known benchmark rate (Also updated the rate to 8.27%)
- Various refinements to the XPM sync process to overcome timeout issues with larger client lists.
- Continue refining the Excel Client List import process (in-progress) to enable bulk updating of client and authority data. (Which then goes ahead and updates XPM client data as well).
- Refactor a series of modules to further tighten up security disabling tampering of client-side variables, removal of client variables holding important info and moving important actions from client-side to server-side.
- Creation of a server-side caching technique to speed up the overall system.

Bug fixing
- Fixed a bug in the Franking account register not updating the balance when deleting an entry.
- Fixed a bug where the (+) icon in the inter-entity loan summary grid would take you to the legacy UI.
- Fixed a bug with the client map causing the map to be out of focus in the new user interface. This would mean that keyboard commands and short cuts (like delete, copy etc) would not work at all.
- Fixed a bug with the links to the client map returning an error under the new UI.
- Fixed some display bugs in workflow that caused menus and pop-ups to appear out of place.
- Fixed a bug that meant a xero connection with an invalid token couldn't be disconnected.
- Created a workaround from a bug with the XPM sync that would sometimes return duplicate group names which we now capture and prevent. (including running a process to fix any duplicate groups).
- Fixed a bug that prevented the Sign in with Xero event being captured in the user history.
- Fixed a bug that caused the calculations of the final year with Division 7a to be wrong where manual payments have been made throughout the year. (noting the ATO calculator does some dodgy stuff here too). Note that this only impacts schedules that haven't had an entry posted prior to 22 June 2023.
- Fixed an issue preventing the Division 7a summary grid going full width.
- Refactor some elements of the Division 7a tool to function better within the new React UI.
- Fixed a bug with the BGL CAS360 matching process stopping when it hits an error, rather than continuuing.
- Fixed an issue where the notification for CAS360, SF260 and NowInfinity would have a link to the legacy UI, rather than the exceptions page in the new UI.
- Fixed a bug that would result in duplicate task names when dragging and re-ordering tasks within task templates.
- Updated workflow templates to ensure they set the "assign by practice authority" by default, since this will be used a majority of the time creating templates from the AK library.

31st May 2023

This month we've made some excellent progress on revisions around the Correspondence Register, but otherwise have some significant updates to the DMS system and User Permissions that we're getting close to ready for launch.

What's New Webinar

Recording from 1st of June, 2023

Our focus for the month

Correspondence Register
- Added client notes to the right side panel.
- Enabled the ability to collapse the right side panel
- Expanded history to capture a change in share with;
- Enabled the ability to export records to PDF.
- Updated the default for Mail to be Outgoing, not incoming.
- Added ability to refresh users and channels for slack and teams.
- Added the phone number to the phone message, even where the action is "No action" required.

Document Management System (in-progress)
- Re-write of the DMS component which overlays your selected DMS (Sharepoint, Onedrive, Dropbox etc) over to the new UI for greater speed and responsiveness. Initial pass replicated prior functionality (created folders, default folders, drag and drop files, preview files, open files for editing); Including updates for each of the supported DMS.
- Creation of a bunch of new functionality with the aim being to enable you to do most of what you need to client files and folders without leaving the DMS window across any tool or client group page.
  - Inline options for single click to modify a folder or file name + preview documents;
  - PDF editing functionality - this is huge;
  - Ability to define folder structures and add with a click.
  - Ability to define template files and add / rename with a click.
  - Show modified user column
  - Ability to delete folders
  - Implement a new image viewer script from the old Jquery version.

User Permissions (in-progress)
- New permissions added to practice settings for Restricted Access Groups
- Rolling through permission details to all areas of AccountKit.
- New settings added to users to
  - Give more control over who has access to Practice Settings, User Maintenance and identifying who are the AccountKit Champions; (Note - Roles will now be downgraded to a label, with the Practice Administer role being made redundant)
  - Set the view / edit / full permission rights over the client list.
  - Set the view / edit / full permission rights over all tools
- New guest user type.
  - This user can have explicit rights assigned to them. They can be locked down to specific clients or groups AND down to specific tools. (Eg. invite a Bookkeeper to have view only rights to equipment finance for a specific client entity).
  - Similarly, they can be given view / edit / delete rights to specific clients.
  - NOTE - guests will incur a cost per guest invited in. Cost TBD.

Other
- Whilst previewed last month, the Franking Account Register has been released to the public. You will need to let us know when you're ready to transition to the new version so we can transition your schedules. In doing so, the old version of the tool will be disabled.
- Added the Divison 7A summary report to the new User Experience
- Fixed the colour of the background for selected lines in the Global Search
- Cleared the global search upon close; Previously the prior search would be there when you open it again.
- Enabled filtering by Practice Authorities in the client list.
- Updated the buttons in the correspondence register for emails and SMS to say "Send" rather than "Finalise" to make it clearer as to what's actually happening upon press.
- Added a function to enable a client to posted back to XPM from the XPM context menu.
- Add the Balance Sheet account name to the Division 7a Schedule Title.
- Modify the text for the twilio integration, as they no longer offer a referral discount.

Bug fixing
- Fixed a bug where a workflow reminder was opening incorrectly in the full task pop-up.
- Fixed a bug where a repeating task wouldn't populate the assigned user field.
- Fixed a bug where the copying of a view OR creating from current view wouldn't bring all the prior options in. Eg. Grouping.
- Fixed a bug with the client map where a client group name change would create issues upon updating a pre-existing diagram.
- Fixed a bug in workflow repeats, where selection a repeat practice authority target, it would cause others to disappear.
- Fixed a bug where the phone number for global search wouldn't work.
- Fixed a bug where the "Show in cash basis reports" option in the inter-entity loan wouldn't flow through to Xero.
- Fixed a bug where the search in SuiteFiles did not search folders due to a recent changes in the API.
- Fixed a bug in the correspondence register where all contact details (phone, email etc) weren't showing up.
- Fixed a bug in the correspondence register where a change in method will reset the address selection.
- Fixed a bug in the correspondence register where selecting a contact would bring in their contact details.
- Fixed a bug in the correspondence register where an SMS wouldn't show all the characters.
- Fixed a number of XPM sync errors due to changes to contacts in XPM and via the API.
- Fixed a bug where the practice authorities weren't pushing back to XPM upon save (just tax and BAS)
- Fixed an error with the export of the client list to excel when filtering by practice authorities, city, state or country.

30th April 2023

We've been polishing, bug fixing, refining -> repeat! As everyone makes more and more use of the new UI, we're finding plenty of bits to improve on to ensure the love for the new UI runs deep! We're otherwise focused on DMS, Correspondence and User Permission improvements.

What's New Webinar

Recording from 4th of May, 2023

Our focus for the month

AK 2.0 - Refinement of tools & elements polished and ready under the new UI
- Release of the newly imagined Franking Account Register
- Final polish and release of the calculators (Compounding Calculator, Retirement Calculator, Flexible & Simple Loan Calculators, Extra Loan Repayments Calculator)

Workflow - new templates!
- Individual income tax return
- Annual Tax Planning Work
- Annual Trust Distribution Minutes
- Annual FBT Compliance Work

Multi-office functionality
- Where disabled login by username & password, the temporary password has been removed and new instructions provided.
- Where multi-office functionality has been enabled, upon initial sync with XPM, the XPM custom fields are queried so the appropriate "Office Location" field can be selected.
- Significant works around XPM syncs where an office location has been selected, to optimise the sync process just to that office location (API doesn't allow syncing just clients based on a custom field - we have to work some magic to determine what to sync, to save syncing everything and only showing clients relevant to that office).
- Modifications to the XPM sync to automatically push back the relevant custom office location code upon client creation.

Settings
- Refined ability to lock down the ability to make Xero connections to Practice Administrators only.
- Added 2 options for sending through a spreadsheet with your subscription details, so you can assess Xero connections prior to and after renewal.
- Per ATO requirements, have implemented the ability to enforce a user only being able to be logged in from one location. It'll automatically log you out of other sessions

Other
- Updated FYI integration to new encryption methods + fixed associated bug.
- Added client salutation to the Global Search
- When selecting a client from the Global search, it now closes so it doesn't remain open over the client detail page.
- Added ability to clear a date range without drilling into the date range picker.
- Added functionality to ensure when login has timed out, the user is redirect to the login page, not any other page where password managers were unable to populate.

Bug fixing
- Fixed a bug where the dynamic range selection wouldn't stick with the dynamic range, but instead revert back to a fixed range.
- Fixed an issue causing the Division 7a summary report not to work under the new UI.
- Fixed a bug that prevented tasks opening from the daily plan on the dashboard.
- Fixed some issues around creation of contacts and the way we sync given the updates to the way XPM handles multi-contacts now.
- Fixed a bug which caused the client naming convention of "Last name, First Name" to miss the comma seperator.
- Xero connections
  - Fixed an issue where the icon wouldn't turn orange upon initial sync.
  - Fixed an issue where disconnecting wouldn't then remove the token from Xero thereby thinking the connection was still active.
- User Management fixes
  - Fixed the error where inviting a new user that already exists with something sensible.
  - Fixed the inability to create a new view
  - Ensured the partner and manager views are set as favourites.
- Many amortisation fixes
  - Creation of a new schedule and modifications to a schedule should automatically update the list view.
  - If you changed the financial year in the settings to January, the dates would return non-sensible values.
  - Refined the history to show logically named labels, exclusion of non-editable fields and updated to not capture changes upon initially creation. Just the creation event.
  - Removed the save button from the settings area.
  - Removed the validation text where there is insufficient allocations - this isn't possible and doesn't make sense.
  - Changing the financial year shouldn't close the modal.

31st March 2023

This month has seen us 100% focussed on finalising the new User Interface and Workflow for taking out of beta as of March 6. Always much more work than one would think carrying out the polish and bug fixing. 🤯

What's New Webinar

Recording from 6th of April, 2023

Our focus for the month

AccountKit 2.0
- Refinement of tools & elements polished and ready under the new UI
  - - Refinements to the various calculators (Compounding Calculator, Retirement Calculator, Flexible & Simple Loan Calculators, Extra Loan Repayments Calculator)
    - Adding of ability to retrigger walk throughs from the Help menu.
    - Continue work on the re-written Franking Account Register (nearly ready!)
    - Enabled access to client details from anywhere in AccountKit - no longer need to go to the client list specifically.
    - Fixed issues with the Inter-entity loan summary reports not working correctly from the new list view.
    - Working through all links to ensure they're directing to the new Single Page Application and not the old user experience.
    - Fixed the link in the client detail to the Client Group page going to a non-filtered group page.
    - Finalised conversion of the majority of the practice settings to the new UI including the creation of the new Practice Registers tab for quick access to the Practice Address Register, Client History Register and User History Register.
    - Create default views under the User Maintenance page for All, Partners and Managers.
    - Fixed the export function from the User Maintenance page.
    - Increased the size of the invite AK support modal with options to invite and cancel.
    - Remapping of all old tags across old tools to the new Global Tags section.
    - Added filters to the client list page for practice authority and integrations (just XPM and Xero initially)
    - Updated client detail modals to always open full screen by default.
    - Re-added business names to the global client search.
    - Created a new password reset modal under the new UI.
    - Added functionality to practice settings to limit Xero connections to practice administrators only
    - Added functionality to practice settings to allow sign-in via Xero to remove login via user name and password (which also hides the change password option) and disables the password field upon first invite.
  - Correspondence Register
    - When there is an incoming SMS, we now enable the creation of a CR record rather than going through the now defunct SMS centre. If the client is not found, users can assign a client later.
    - Modify the button in the SMS notification email to link to the new CR record instead of the SMS center.
    - Hotfixed the issue that the incoming SMS did not pick up the contact name in some cases.
    - Detail area isn’t going full height to the shared toolbar.
    - Also fix the problem that when the screen is small, the Froala overlaps the bottom toolbar
    - Like old UI, need to show in the attendee list whether a person is a client, prospect, affiliate or contact. (this should be across all client lists, or an option to show this)
    - Added in functionality to enable limited utilisation of the Correspondence Register when not signed up to so can still be utilised sufficiently to get a good feel for the system before subscribing. Eg.
      - All tenants should be able to use Mail Register for free (other types are grey out)
      - During trial, they can create as many of any types as they like.
      - Added padlock to tool heading per below. (maybe next to other types in type selection)
        Click through from Email should go to either new UI or old depending on their default?
    - Ensure the related correspondence link in email / slack / teams etc link back to the new user experience.
    - Fixed a bug where you couldn't create a long custom street address (which fixes other areas with the same problem - eg. Client notes)
    - Fixed a bug where in some screen resolutions, scrolling to the bottom of the page won't trigger a load of new data.
- Workflow
  - Added the daily plan to the users dashboards
  - Daily plan and tasks updated to be able to open from anywhere and not via an iframe for better performance.
  - Ability to toggle items out of the daily plan from the task list view.
  - Fixed an issue that would enable an item that has been marked as done in the daily plan, but not necessarily completed, so it can be added again to the daily plan.
  - Fixed a bug where the comment placeholder not clearing upon loss of focus.
  - Fixed a bug where subtasks that were previously deleted, reappear when duplicated a task or creating a template from a task.
  - Added the ability to add comments / work instructions to a task group.
  - Added in functionality to enable limited utilisation of the Workflow tool when not signed up to so can still be utilised sufficiently to get a good feel for the system before subscribing. Eg.
    - Can create unlimited reminders and tasks manually.
    - Can create unlimited templates BUT repeating is disabled (with a padlock next to repeating label with mouseover “To unlock repeating tasks, add workflow to your subscription” - if PA, include link to subscription tab (will change to the tooltip later in order to put a link to subscription tab). (also disable repeating timer for the remaining repeating)
    - Also add padlock to WF heading (top right corner) with same mouse-over.
    - In Repeating Column - add padlock to column heading and grey out contents of column (show padlocks to all repeating statuses except the first one)
    - Should be able to create one repeating template, the first is ok - but future creations it’s disabled.

Other work
- Inter-Entity Loan
  - Fixed an issue where multiple journals are posted with different dates, and some dates are locked the transaction still goes through but should not.
  - Fixed a bug where journals are unreconciled and the dates are locked, the user isn't informed with the failed transaction details.
  - Added functionality to include the “Narration” into the copy function in IEL journals
  - Fix a bug where unmatching a voided entry incorrectly has locked period error from Xero.
- Other
  - Initial legwork for the Quickbooks integration.
  - Fixed a bug where animation settings were breaking the calendar and dropdown positions.
  - Fix Fuel Tax Credit bug where the auto-save whilst editing closes and opens a new blank record.
  - Fixed issues with the colour picker in the Froala text editor including updating the z-index so the toolbar doesn't appear behind modal windows.
  - Fixed a bug where it was calculating the age of a person on the client detail.
  - Fixed a bug where a multiple line address wouldn't show all details due to insufficient height.
  - Fixed a bug where using tags on the client list generates an error.
  - Fixed an issue when adding a new client, requiring a press of F5 for the client to appear.
  - Fixed a bug where adding / or linking a contact does not populate the right name format until refreshed.
  - Fixed a bug where a client entity should be able to create relationships to affiliates or contacts (not post to XPM)
  - Fixed a bug where creating a new contact in the client detail resulted in an error.
  - Changed Twilio integration to the latest version of encryption.
  - Commenced work on the modifications to the tenant functionality for multi-office setup.
  - Reduced the "Remember me" functionality from 30 days to 24 hours per ATO requirements (but allow for the email extension)

28th February 2023

What's New Webinar

Recording from March 2, 2023

Our focus for the month

AccountKit 2.0
- Refinement of tools & elements polished and ready under the new UI
  - - Single Page Application (SPA - Dynamic URL for speedy page loading) has been through many rounds of improvements across the whole of AccountKit. Includes the client group and detail pages, practice settings, user maintenance and user profile pages.
    - Professional development saw some extra tweaks to capture more details in the history record, the dynamic adding of affiliates from the record and various visual fixes.
    - Fuel tax credit calculator has finished its refinements and is now good to go.
    - Important items register has also finished all refinements ready for release resulting in a much more useable practical tool.
    - Simple & Flexible loan calculator has been through all refinements ready for release.
    - Correspondence register re-write is nearly complete; Now with functionality to share via in-app notifications, slack, teams and email + corresponding UI updates.
    - Early Repayments, Compounding & Simple Retirement Calculators have gone through multiple iterations and are nearly ready for release.
    - Equipment finance has had the "balance at" date added to the new UI.
    - Client detail page now allows for multi-line addresses to align with XPM.
    - Practice Settings have all been re-written:
      - Re-organise the settings collating all tool related elements into one tab and practice registers in another
      - Realtime update to colours and logo.
      - Refinements to the Last name, First name client name convention settings and the way this integrates with XPM.
      - With the integrations tab upgrade, the Slack and Teams integration was upgraded to the latest encryption methodologies and various tidy up and optimisations applied to all integrations
      - Re-write of the global tags component.
    - Refining of the "pusher" tech that enables global access to real time updates across all of AccountKit including work in relation to workflow & correspondence register notifications.
    - Update to the notifications including utilising the "pusher" to update in real time + enable windows notifications for events, support for HTML, other detail to enable future filtering of notifications.
    - Update to the functionality to minimise tools to a tab to improve speed and reliability under the new dynamic URL.
    - Re-write of all onboarding Appcues Flows for legacy and new users to reflect a more detailed onboarding process
- Workflow
  - Refinements to get all elements behaving properly under the new Single Page Application.
  - Fixed a bug where the an error is generated upon deletion of a comment.
  - Enabled the ability to toggle addition/removal of tasks etc from Daily plan.
  - Updated the logic for the daily plan - where a task is marked as done in the daily plan, it doesn't necessarily mean it's complete. So they should be able to add back to the daily plan again.
  - Fixed a bug where the comment placeholder doesn't clear upon loss of focus.
  - Fixed a bug where upon creation of a task template from a task or duplicating a task will bring deleted sub-tasks with it.

Other work
- Equipment Finance
  - Fixed bug where the list view wasn't showing the correct balance if a one-off event has occurred.
  - Added validation check to one-off events where payout values for refinance & payout total is less than the principal.
  - Removed notifications for successful equipment finance posts; Created a lot of noise with no real benefit causing significant notifications to be missed.
- Inter-entity loan
  - We rolled back some prior changes and updated the reconciliation process that was causing some journals to be duplicated and incorrect entries matched.
- Other
  - Fixed an issue where SMS errors were not shown when sending from the Correspondence Register including updating to ensure they're readable.
  - Fixed an XPM sync issues where the import process would stall if there was an error updating a client due to the validation action. The process will now continue and notify of any issues.
  - Fixed a bug where the workflow tool would re-assign the default folder for a client after changing folders within a task.
  - Fixed a bug where merging duplicate clients could duplicate practice authorities.
  - Fixed a bug that caused the colour picker boxes to wrap incorrectly.
  - Fixed a bug that was causing phone and fax numbers to post back to XPM without spaces.
  - Updated logic associated with change affiliates to clients and vice versa.
    - If there's an XPM ID, user receives a message to restore manually in XPM
    - If no XPM ID, a new client is created in XPM.
  - Further refinements to the individual name format and the way it works with XPM.
    - Move the post back to XPM from modal to a new toggle that defaults to off “Enforce individual display name in XPM”. Only show the toggle if XPM is connected.
    - Implement the apply button for these options to open the confirmation popup
    - Disable the options when the XPM process is running.
    - Send an AK support notification email when the XPM update finishes.
    - If the option “enforce name in XPM” is turned off but the name format does not change, don’t open the popup but just update the option.

31st January 2023

Welcome to 2023 - January was a bit of a slow month with the majority of the team taking some well needed time off. We're back on track now doing the last round of polishes ready for the rull release of the new UI and Workflow out of Beta.

What's New Webinar

Recording from February 2, 2023

Our focus for the month

AccountKit 2.0
- Refinement of tools & elements polished and ready under the new UI
  - - Dynamic URL for speedy page loading and general slick feeling is near completion.
    - Fuel tax credit calculator has gone through a series of polish and it's nearly ready to go.
    - Added new cross icon to clear filters.
    - Fixed a bug in the client detail page where a linked contact wouldn't show data until the page was reloaded.
    - Adding functionality to show underline when a new select combo is in focus
    - Refinements to the way tab stops work to make them behave better across all tools.
    - Much work on the upgraded Correspondence Register (combined with the mail register)
    - Upgraded the notifications area to the new UI.
- Workflow
  - Added many more details to the cardwall view.
  - Various optimisations to speed up the loading of pages (eg. late load on cardwall; date picker refinements)
  - Fixed a bug where the repeating task calendar always returning you to the current month.
  - Fixed a bug where the date wasn't translating correctly between UTC and local time, resulting in incorrect task names utilising date placeholders.
  - Fixed a bug where the opening status wasn't being set according to the repeating template.
  - Fixed a bug where the related tasks showing were incorrect when a client isn't part of a group.
  - Fixed a bug where the scroll to load sometimes fails.

Other work
- Equipment Finance
  - Added to all summary reports the ability to "show archived" in the reports.
  - Added the Registration and Contact Numbers to the PDF export for all schedules.
  - Fixed the list view not showing the correct value after a one-off event for the current balance.
- BGL Integration
  - Enabled an option to "show credits" where there is a negative number on the dashboard.
  - Fixed an issue where a record hasn't been linked to AccountKit, it will instead show the BGL company name and ACN, rather than a blank row.
  - Added ability sort by client name.
  - Updated the API calls inline with BGL API update request.

Historical Latest Releases

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

Articles in this section

31st December 2023

What's New Webinar

Our focus for the month

30th November 2023

What's New Webinar

Our focus for the month

31st October 2023

What's New Webinar

Our focus for the month

31st October 2023

What's New Webinar

Our focus for the month

30th September 2023

What's New Webinar

Our focus for the month

31st August 2023

What's New Webinar

Our focus for the month

31st July 2023

What's New Webinar

Our focus for the month

30th June 2023

What's New Webinar

Our focus for the month

31st May 2023

What's New Webinar

Our focus for the month

30th April 2023

What's New Webinar

Our focus for the month

31st March 2023

What's New Webinar

Our focus for the month

28th February 2023

What's New Webinar

Our focus for the month

31st January 2023

What's New Webinar

Our focus for the month

Historical Latest Releases