Overview
Practice settings is where you set up all of your default options for the various areas of AccountKit. It's broken into logical areas by tab as follows.
Please note that this is split into the NEW v's the LEGACY user interface whilst we make available both UI's for customers. In time we will remove all references to the old user interface entirely.
- Tab 1 | Practice Settings
- Tab 2 | Subscription
- Tab 3 | Integrations
- Tab 4 | Tool Settings
- Tab 5 | Practice Registers
Legacy User Interface | Jump straight to the applicable section:
Practice Settings Tab
Area |
Description |
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1
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Organisation Details | Set the core basic details of your practice
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2
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Address | Enter both the street and postal address for your head office. | ||
3
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Regional Settings | Set the specifics pertinent to your practice:
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4
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Contact Details |
Set your base website and contact email for the practice.
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5
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System Settings |
Set the core security principles you require your practice to operate under
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6
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Visual Settings | Make AccountKit your own by customising your logo and colours. Your practice logo Select choose file and browse to your logo file.
Practice Colours
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Subscription
This shows the key details about your AccountKit subscription:
Area |
Description |
|
---|---|---|
1
|
Renewal Period |
Identifies when your trial will expire or the next time your account will be charged. |
2
to
4
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Pricing Breakdown |
The pricing is then broken down according to the tier you are in as follows:
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5
|
Subscription History |
Here you can see:
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6
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Payment Details |
Your payment details can be viewed and updated from here. Select "Update my billing method" to change the credit card you want your payments to be made from. Note: We don't store your payment details. These are stored within Stripe, our payment gateway. |
Integrations
These are the integrations that we are building out to add functionality that we believe will be beneficial to your practice by bringing visibility and simplifying how we deal with different pieces of cloud software.
Integration Name | Description | ||
---|---|---|---|
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By connecting with your Xero Practice Manager subscription, you can synchronise your full client list, groups, addresses and relationships with AccountKit. See here for more details on how to use it. |
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This integration enables you to pull through some pertinent practice stats from your own practice Xero file such as Top 10 Invoices and Bills along with selecting various accounts that you may like to watch. It's a one-way window into your accounting data for displaying or the AccountKit dashboard. See here for more details on how to use it.
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Integrate with NowInfinity to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
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![]() BGL |
Integrate with CAS360 to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
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![]() BGL |
Integrate with SimpleFund 360 to get views into the superfund data via entity dashboards for each family group. See here for more details about the integration. |
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Slack is for team collaboration getting internal communication out of your email and into a centralised space. See here for more details about the integration. |
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![]() ![]() ![]() ![]() ![]() ![]() Document Management Systems (DMS) |
We support a number of different DMS systems at the same time enabling you to link client and practice documents to the various registers and tools throughout AccountKit. Those that we currently support include:
See here for more details on how to connect them and make the best of having your client files at your fingertips. |
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Twilio is an SMS carrier. AccountKit integrates with Twilio which means you can now send & receive SMS messages directly from AccountKit to your clients. Useful for account updates, appointment reminders, wishing clients happy birthday etc.
You must have a Twilio account and active number to use this feature. If you do not have a Twilio account click the logo to go to the Twilio website and set one up. If you do already have a number and account click here to be taken to our set up Help article. |
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We support integration with the two main email providers. By connecting up your email and installing the applicable addon or extension, you can push emails from Microsoft Outlook and Gmail directly into the correspondence register. If you happen to have a DMS system attached as well, you are able to save the applicable documents and link them back to the correspondence register entry.
Follow these links to find out how to install and make use of this feature. |
Tool Settings
In the tool settings we have various options across the Administration, Compliance and Consulting tools which can be adjusted here. Further to this we can add and update tags, text templates and the business types. For details regarding the various tool settings checkout each of the help articles regarding the relevant tool you're looking at updating.
i
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A tag, template or business type cannot be deleted once used anywhere within AccountKit. Instead, select the applicable item and elect to archive instead. |
General tools
Global Lists
Tags
Tags in AccountKit facilitate a way to mark anything in AccountKit with an identifier that can be used to filter information in different ways. Tags can be specifically allocated to a tool, area of AccountKit, and/or left to be available anywhere.
For example, you may want a tag like "Capital Gains" which you want to be available within the Important Items Register, Professional Development Register and Correspondence Register. But you don't want it available within Equipment Finance.
To add or update any tags or list items:
- Simply click on the line to edit it. Once completed click outside of it to save.
- Select the 3 dot action menu and elect to Archive or Delete (noting you can't delete a tag that's in use, only archive)
- Add new options by selecting the "Create new" option.
Text templates
- To add a new template click
which will open a dialogue box.
- Add a template name and a description that help other users decide whether this is the template they want to use for their current task.
- Create the template utilising Placeholder (see below) to prefill elements as required.
- From here please see the menus & shared elements help for details of each icon.
Utilising Placeholders:
A placeholder enables you to drop text based on specific client or practice details - for example, the client name, practice name or user details.
- Press the
icon to show the placeholder options.
- Filter by the applicable placeholder
- Select the desired placeholder to insert it into the body of the text
(note: if a placeholder field is blank, upon insert it'll just leave the placeholder text there for you to edit) - Format the placeholder how you would like it to appear.
Here's a full list of available placeholders:
Placeholder | Description |
ContactsWithin the correspondence register, this can be a client or contact - it's the individual that a message is being addressed to. | |
{{contact_first_name}} | Selected contacts first name |
{{contact_last_name}} | Selected contacts last name |
{{contact_name}} | Selected contacts name |
{{contact_salutation}} | Selected clients salutation |
{{contact_email}} | Selected contacts email address |
{{contact_phone}} | Selected contacts phone number |
{{contact_mobile}} | Selected contacts mobile number |
Client This is usually the client entity that is being referred to (ie. With regards to...) |
|
{{client_first_name}} | Selected clients first name |
{{client_last_name}} | Selected clients last name |
{{client_full_name}} | Selected clients full name |
{{client_name}} | Selected clients name (eg. company name, or individual name without middle name) |
{{client_email}} | Selected clients email address |
{{client_phone}} | Selected clients phone number |
{{client_mobile}} | Selected clients mobile number |
{{client_ABN}} | Selected clients ABN |
{{client_ACN}} | Selected clients ACN |
{{client_entitytype}} | Selected clients legal entity type |
{{client_street_address_single}} |
Selected clients street address in a single line 79 West Terrace, Bordertown SA 5268 |
{{client_street_address_multi}} |
Selected clients street address over multiple lines (ie. like you'd see on a letter.) 79 West Terrace |
{{client_postal_address_single}} | Selected clients street address in a single line |
{{client_postal_address_multi}} | Selected clients street address over multiple lines |
User This populates fields based on the user doing the text template insert. |
|
{{user_first_name}} | Current user first name |
{{user_last_name}} | Current user last name |
{{user_name}} | Current user full name |
{{user_email}} | Current user email address |
{{user_phone}} | Current user phone number |
{{user_mobile}} | Current user mobile number |
Practice Details These are fields specific to the details of your practice (set within the practice settings) |
|
{{practice_name}} | Your practice name |
{{practice_ABN}} | The practice ABN |
{{practice_primary_contact}} | Your primary contact name |
{{practice_phone}} | Your office main contact number |
{{practice_email}} | The general practice email address |
{{practice_website}} | The practice website address |
{{practice_street_address_single}} | The practice street address in a single line |
{{practice_street_address_multi}} | The practice street address over multiple lines |
{{practice_postal_address_single}} | The practice postal address in a single line |
{{practice_postal_address_multi}} | The practice postal address over multiple lines |
People
Individual name format
Convention | Result |
[Last Name], [First Name] | Blogs, Joe |
[Last Name], [First Name] [Other Name] | Blogs, Joe Bloe |
[First Name] [Last Name] | Joe Blogs |
[First Name] [Other Name] [Last Name] | Joe Bloe Blogs |
- Enforce individual display name in AccountKit
- Enabling this toggle will push the selected naming convention for all individuals within the AccountKit database.
- It will also take the entries put into First, Other and Last name and automatically apply the appropriate format to the Display Name.
- If you do not have this on, anything can be entered into the Display name irrespective of the content within the First, Other and Last names.
- Enforce individual display name in XPM
- Enabling this function will then update the display name in XPM based on how it is displayed in AccountKit.
- Note - this may take a some time to complete the action due to API speed limitations, during which time the toggle will be greyed out while the update completes. You will receive a notification in app when the process has completed. (Refer to pop-up dialogue below).
Business types
The business types serve a number of different purposes.
- It enables us to cross-check against the ATO data with respect to the underlying structure type. (hence the ATO Client Type field)
- It defines the different business structure types for the client map. Each structure types visuals can be set within the client map settings.
Fields include:
- Name - this is the visual name you will see it referred to as across AccountKit
- ATO Client Type - This is specific to AU and enables a structure type to be aligned with the ATO available types.
- Individual Checkbox- This ensures you have the ability to show first, other and last name. Also determines the visuals within the Client Map.
- Actions - As usual, this is where you can archive or delete business types.
Practice Settings for Tools
Please see below relevant links to take you to each specific tool help area which details out the Practice Settings for that specific tool.
Administration Tools
- Correspondence Register
- Important Items Register
- Knowledge Centre - Coming Soon!
- Professional Development Register
- Workflow
Compliance Tools
- Amortisation Scheduler
- Division 7a
- Equipment Finance
- Franking Account Register
- Fuel Tax Credit
- Inter-entity Loan Tool
Consulting Tools
Practice Registers
Practice Address Register
The Practice Address Register's purpose is to ensure you can keep your global address list nice and tidy. It's easy to search and spot any duplicate or incorrect entries and tidy up as required.
To edit an address
- Simply click on the address;
- Make the required changes in the pop-up
- Press [SAVE]
To update an incorrect address applied to some entities within a group.
- Expand the client list in the first column for the incorrect address.
- Open one of the clients on this list.
- Edit the address for that client, changing it to the correct address
- It will then apply this address to any other related clients within the group.
Client History Register
This is a full tracking log of all client changes over time. You can view at a client detail level, filtered by that client, or you can view the full history here and filter by users, clients, groups and dates.
User History Register
Similarly, this is a full tracking log of your users access to AccountKit. You can view these details at a per user basis via User Management or you can view across your whole practice here where you can filter by user login details, password resets, resetting of 2FA etc. You can find out more here.
Legacy User Interface
Practice Settings
Area |
Description |
|||
---|---|---|---|---|
1
|
Organisation Details | Set the core basic details of your practice
|
||
2
|
Address | Enter both the street and postal address for your head office. | ||
3
|
Regional Settings | Set the specifics pertinent to your practice:
|
||
4
|
Contact Details |
Set your base website and contact email for the practice.
|
||
5
|
Practice Default Signature | Here you can customise the basic signature utilising the inbuilt placeholders to autopopulate the detail. A user can then start with this template, then customise it further personally within their own profile. | ||
6
|
System Settings | Set the core security principles you require your practice to operate under
|
||
7
|
Visual Settings | Make AccountKit your own by customising your logo and colours. Your practice logo
|
i
|
Make sure to press "Save" after you've made any changes, otherwise, at the point you leave the page, any changes will be lost. |
Subscription
This shows your the key details about your AccountKit subscription:
Area |
Description |
|
---|---|---|
1
|
Renewal Period |
Identifies when your trial will expire or the next time your account will be charged. |
2
|
Subscription Tier |
Subscription Tier - Based on the number of active non-individual clients, we highlight which plan you be on as of the next renewal period or when you go to commence your subscription. The tier sets the pricing for the next components
|
3
to
5
|
Pricing Breakdown |
The pricing is then broken down according to the tier you are in as follows:
|
6
|
Subscription History |
Here you can see:
|
7
|
Payment Details |
Your details can be viewed and updated from here. Select "Update my billing method" to change the credit card you want your payments to be made from. |
Integrations
These are the integrations that we are building out to add functionality that we believe will be beneficial to your practice by bringing visibility and simplifying how we deal with different pieces of cloud software.
Integration Name | Description | ||
---|---|---|---|
![]() |
By connecting with your Xero Practice Manager subscription, you can synchronise your full client list, groups, addresses and relationships with AccountKit. See here for more details on how to use it. |
||
![]() |
This integration enables you to pull through some pertinent practice stats from your own practice Xero file such as Top 10 Invoices and Bills along with selecting various accounts that you may like to watch. It's a one-way window into your accounting data for displaying or the AccountKit dashboard. See here for more details on how to use it.
|
||
Integrate with NowInfinity to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
|||
![]() BGL |
Integrate with CAS360 to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
||
![]() BGL |
Integrate with SimpleFund 360 to get views into the superfund data via entity dashboards for each family group. See here for more details about the integration. |
||
![]() |
Slack is for team collaboration getting internal communication out of your email and into a centralised space. See here for more details about the integration. |
||
![]() ![]() ![]() ![]() ![]() ![]() Document Management Systems (DMS) |
We support a number of different DMS systems at the same time enabling you to link client and practice documents to the various registers and tools throughout AccountKit. Those that we currently support include:
See here for more details on how to connect them and make the best of the having your client files at your fingertips. |
||
![]() |
Twilio is an SMS carrier. AccountKit integrates with Twilio which means you can now send & receive SMS messages directly from AccountKit to your clients. Useful for account updates, appointment reminders, wishing clients happy birthday etc.
You must have a Twilio account and active number to use this feature. If you do not have a Twilio account click the logo to go to the Twilio website and set one up. If you do already have a number and account click here to be taken to our set up Help article. |
||
|
We support integration with the two main email providers. By connecting up your email and installing the applicable addon or extension, you can push emails from Microsoft Outlook and Gmail directly into the correspondence register. If you happen to have a DMS system attached as well, you are able to save the applicable documents and link them back to the correspondence register entry.
Follow these links to find out how to install and make use of this feature. |
List and Tags
Lists and tags are essentially standardised items that we use throughout multiple tools to ensure things are being named the same for ease of sorting and filtering.
i
|
A tag, template or business type cannot be deleted once used anywhere within AccountKit. Instead, select the applicable item and elect to archive instead. |
General
Area | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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All Tags |
Global Tags in AccountKit faciltate a way to tag anything in AccountKit with an identifier that can be used to filter information in different ways. Tags can be specifically allocated to a tool or area of AccountKit, or left to be available anywhere. For example, you may want a tag like "Capital Gains" which you want to be available within the Important Items Register, Professional Development Register and Correspondence Register. But you don't want it available within Equipment Finance. To update any tags or list items, you have a few options:
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Important Documents Register |
Document tags:These tags are standardised descriptors for document types used throughout AccountKit such as in the Important Document Register. Document locationsThese locations define where Important Documents can be stored. |
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Mail Register
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Mail Register Tags:As the name would suggest, these are document tags specific to your mail register for consistency and ease of finding of particular types of mail sent out of the practice. |
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Franking Accounting Register |
Franking Account Types:Here you can customise the list that appears within the franking register type field. |
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People |
Business Types:The business types serve a number of different purposes.
Fields include:
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Amortisation Scheduler |
Amortisation TypesHere you can define the different types of amortisation types if you need anything outside of the standard that we've provided. Most importantly setting the type simply changes the direction of the journals when posting to Xero. |
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Text Templates |
Text TemplatesTemplate tags:These tags are standardised descriptors for the different templates used within the Correspondence Register when utilising text templates. Simply enables quick grouping and filtering by specific templates.
Template List:These are where you can view, edit and create new text templates for utlising with the Correspondence Register . Your options here are:
Utilising Placeholders: A placeholder enables you to drop text based on specific client or practice details - for example, the client name, practice name or user details.
Here's a full list of available placeholders:
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Tool Settings & Defaults
This area is where you set the default options to specific tools for applying across the practice. General speaking, you will find the detail for any tool defaults for each tool under their respective help page.
Dashboard Settings
- Statistics
- ATO Lodgments - Simple toggle whether you would like to see the ATO lodgment statistics enabled across your practice.
Action Menu Options
Practice Address Register
The Practice Address Register's purpose is to ensure you can keep your global address list nice and tidy. It's easy to search and spot any duplicate or incorrect entries and tidy up as required.
To edit an address
- Simply click on the address;
- Make the required changes in the pop-up
- Press [SAVE]
To update an incorrect address applied to some entities within a group.
- Expand the client list in the first column for the incorrect address.
- Open one of the clients on this list.
- Edit the address for that client, changing it to the correct address
- It will then apply this address to any other related clients within the group.
Client History Register
This is a full tracking log of all client changes over time. You can view at a client detail level, filtered by that client, or you can view the full history here and filter by users, clients, groups and dates.
User History Register
Similarly, this is a full tracking log of your users access to AccountKit. You can view these details at a per user basis via User Management or you can view across your whole practice here where you can filter by user login details, password resets, resetting of 2FA etc. You can find out more here.
Related Links
Shared Elements (Eg. Action Menu) | Check out this link for various elements shared throughout the various toolsets. |
Document Management System (DMS) | This page will take you through how to connect to and utilise any number of cloud-based storage systems. |
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