Summary

Every page within AccountKit has the same menu at the top and a number of shared elements with each toolset and other areas throughout AccountKit. Learn how they all fit together and the broader ethos as to how they work below.

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 all together.

Jump straight to the applicable section:

New User Interface

Quick Access Strip
Tool Access Menu
Your Profile, User Management and Practice Settings
Getting Help
Tool Specific Options
Views & Filters
Viewing & Editing
Shared Tool Bar
Bulk Edit Tool Bar

Legacy User Interface

Shared Header
Notifications
Favourites Bar
The Actions Menu
The Filter / Search Function
List & Register Footers
History & Notes

New User Interface

The Main Screen

This presents the main components that are consistent across all pages.

Screenshot 11-15-2023 1-03-49 PM.png

1 | Main Screen | Quick Access Strip

This is the quick access point for getting all the key important areas that need to be only 1 click away.

	Initially, this is the AccountKit Logo, however, you can customise this to your practice logo simply by going to your practice settings.
Dashboard	This is the main screen you come to when you first log in. It summarises various elements of the practice giving you quick access to important information all in one place.
Daily Plan	Click on the icon to open up your Daily Plan. Go to the Workflow help article for more details.
People	The client's option takes you to the clients & client group screen where you can see and action any elements relating to a client. See Clients & Client Groups for more details.
Document Management	Click here to access your document management system. The default folder selected in the practice settings will be the default folder which opens when clicking the link. From here you can upload, download, edit, rename and delete documents/folders (incl. from templates in your practice settings)
Notifications	Click on the envelope to see a list of pertinent notifications for you. It’s used to communicate things like new or modified features, tasks that have been assigned to you, the status of your subscription or generally things that may require action within the practice. Red - Urgent - take specific note of this notification Orange - Warning- worth noting but not of real consequence. Blue - Information - this is really just an fyi to keep you in the loop of something that may have happened which you may be interested in. NOTE: The first time you access your notifications, you will be prompted as to whether you want the notification to also ping you via the browser / operating system notifications. We recommend that you enable this, so that nothing important slips between the cracks.
People Search	This is a quick way to get to any particular client, client groups, prospects, affiliates and contacts. Select the icon or press "/" to open the search window, then start to type and a short list for you to choose from will open up. From this list of clients, you also have the option to quick copy a clients ABN or TFN.

2 | Tool Access Menu

This is the location for access all of the tools across AccountKit.

Administration	This is where you can find all of your administrative tools such as workflow, correspondence, professional development and important items register.
Compliance	Here you'll find all of our compliance tools, such as Inter-entity loan reconciliation tool, equipment finance and amortisations scheduler.
Consulting	This area is all other tools useful in consulting, such as business structure diagrams with the client map or a variety of useful calculators.

3 | Your Profile, User Management and Practice Settings

This area is all about settings, for yourself and the practice as a whole.

Your Name

Click on your name in the top right of the screen to bring up a menu with these options.

Your own user profile
Practice settings (only for Practice Administrator)
User management (only for Practice Administrator)
Log out

See User Management for more details.

Help Centre

You have a number of options here to help you get your way around AccountKit and utilise it more efficiently:

Search the Help Centre for a particular topic;
Jump straight to the applicable help page of the page you’re on;
Head on over to the front page of the Help Centre; OR
Browse the Frequently Asked Questions.

4 | Getting Help with AccountKit

This area is all about settings, for yourself and the practice as a whole.

Help Centre

You have a number of options here to help you get your way around AccountKit and utilise it more efficiently:

Search the Help Centre for a particular topic;
Jump straight to the applicable help page of the page you’re on;
Head on over to the front page of the Help Centre; OR
Browse the Frequently Asked Questions.
Invite or Revoke support user access making sure to leave a short description when you do invite us in.
Create an email to send to support@account-kit.com

5 | Tool Specific Options

The very top of the screen is dedicated to the current tool or area you're in and is broken into 3 key areas.

1	Tool / Area Name	This is simply the tool or area you're currently in.
2	Add new entry	This is how you add a new entry for the area you're currently in. This can vary based on the area you're presently in.
3	Quick filter	This is a quick filter just for the tool or area you're currently in. Type and hit enter to quickly filter what you can see, rather than going through the advanced filter area.

6 | Views & Filters

The ability to build custom filters is one of the most important elements of AccountKit, enabling you to slice and dice information to get to what's most important to you with minimal clicks.

See below for further details on how to create and manage the views for yourself and across the practice.

1	Favourite Views	This is simply the tool or area you're currently in and is usually also a view that has been favourited under the view options.
2	New View	This is where you can create a new view, by selecting various filtering / sorting options and saving it to a new view.
3	Current User	This icon shows other users that happen to be in the same tool presently
4	Filters & Views:	Utilise these icons to set what information you want to see and how you want to see it. These can then be saved into a view and shared if you wish.
		Group By - Select how you would like information group on the page. This changes per tool. For example, you may like to group by user, client or status.
		Filter By - Select any other criterias you may like to filter by. This changes per tool. For example, you may like to filter by client, user, dates or status.
		User Filter - This is a quick filter that is only relevant to the Workflow Tool. It enables you to quickly filter by tasks for yourself or by any other users.
		View Select - Here's where you can access all of your saved views (which represent a collection of saved filters), along with making them favourites or even your home view. View Select Specifics Favourite - select this to have it appear in your visible tabs Lock - This is a system view and can't be edited or deleted Drag Handle - Use this to drag and re-order the views. This update the tabs in your view as well. Home - This shows which view is the default view to load Edit - Select this to quick edit the view options Delete - Select this to delete the view
		Actions - The 3 dot action menu only appears on some tools. You will find custom actions relevant to that tool such as applicable reports along with import and export options.
5	Table Headers	These are the labels for each of the columns. Select them to change the sort order. The sort order is able to be saved to the current view.

7 | Tool workspace

Whichever tool you are working this is the space where the information will be displayed.

Anatomy of a view

There is a number of options that make up a view that you need to consider.

1	View options	These simply determine visibility and edit rights.
		Favourite - this simply determines whether the view appears in the list of available tabs at all times. If not a favourite a view is still available from the View Select icon.
		Home View - If this is selected, this is the default view upon loading the page. You can only have one home per page.
		Lock Status - If you lock a view32, you can't edit any settings and if you're in a view and edit the filters / grouping / sort, they will NOT save. Prevents anyone from accidentally changing a view.
2	View Name	The name used here will appear in the tab of the view along with in the view select window.
3	Layout	This determines how you want the information to be displayed. NOTE: This is only relevant to the workflow tool.
		List View - Select this view when you want each task to go full width in the traditional list style.
		Cardwall View - Select this view when you want to see tasks stacked in columns like a Kanban view
4	Other View Options	These are the other options you can set on a per view basis.
	Share view with all users:	If you choose to share the view with all users, it will appear in all users list of views. Note that any changes made will impact all users. So it's wise to lock.
	Autosave view:	Typically you will want this turned off, it does exactly what it says. If you have that view selected and you make any changes, it will save immediately upon change. If this is turned off, you just have to remember to open the view options and press SAVE.
	NOTE: These options are only relevant to the workflow tool
	Show completed tasks:	Toggle this on to be able to see all completed tasks. ** This can cause performance degradation if there are a lot of completed tasks to view.
	Show empty groups:	Toggle this on to be able to see all available items within a group. By default, not all groupings will show in a view if there is nothing in that grouping (eg. If a view is grouped by status and there isn't any tasks with a status such as "Out for signing", it won't show, so you will be unable to drag and drop into a status that isn't visible). This is useful for business-wide views where you need all groupings available (eg. you can group by status, priority, type of work and assigned user)
	Wrap view:	This is only relevant to the Card Wall view. This wraps the columns around, rather than making you scroll right (which can be done with the scroll bar or holding the shift key and scrolling your mouse-wheel)

How to Create & Edit a view

You have a couple options about how to go about building and editing a view, depending on how you want to go through the process per the below.

Option 1 | From Blank

This is where you're building out a view starting with the basic options after which you add the desired filter and sort options.

First select (+) New View and the From Blank option.
Set the View Name and View Option defaults before pressing the Create button. This sets the basic details before adding the filtering options.
Then go about set the grouping, filtering, owner filters and sort order options
- Group by - You can only select one at a time.
- Filter Options - Here you can choose as many as you like across the variety of available fields. Make sure to press the Apply button to apply the filters selected.
- Task Owner - Here you can choose tasks owned by specific people, so you can filter further beyond the above settings to specific people.
  - Me - These are your tasks only
  - Everyone - This will show everyone's tasks
  - Various - This enables you to select specific people to filter by (eg. people in your team only)
- Sort Order - Simply select the heading that you want to sort by where you see a triangle.
Now assuming you're happy with the view, go back to the View Options and press the Save button (if not set to auto-save)

Option 2 | From Current View

This is identical to the above, but the order we build the view is reversed. You first build out what it is you're wanting to see. Then once you're happy with this, you then create a view based on those details.

First, per above, set your grouping, filtering, owner filters and sort options.
Now select (+) New View and select the From Current View option.
Now set your preferred View Options and press the Create button to save your new view.

Viewing & Editing Schedules | Maximise, Minimise & Minimise Bar

The way you view and edit schedules presents you with a few options to give you flexibility with how you want to work. Your options are as follows:

1	Details	Depending on where you are, this represents as follows Client & Description (Client and Tools) Affiliate & Description (PD Tracker)
2	Copy Link	This allows you to copy a direct link to this record. NB - This function is not available in all tools.
3	Actions	This allows you to select various actions from the dropdown depending on the tool. NB - This function is not available in all tools.
4	Full Screen	Selecting this will take you to Full Screen mode from the Right Pane enabling you to concentrate with maximium screen real-estate.
	Right Pane	Selecting this will take you from Full Screen mode back to the Right Pane view once again.
5	Minimise	Select this to minimise the current window down to the toolbar. This can then be opened up from anywhere across AccountKit, no matter what page you change to.
6	Close	This simply closes the current client or schedule.

Full Screen v's Right Pane Mode

This is a comparison of full screen versus right pane mode.

Right Pane Mode

Full Screen Mode

Minimised Items

This is what you'll see when you minimise anything to the bottom of the screen in AccountKit. This enables you to have multiple records open at the same time, then open and close them as required (note you must save as you go before minimising).

Simply hover over the entry to get a better feel for what's been minimised if you can't remember what each item represents.

Shared Tool Bar

The toolbar you find at the bottom of every client and tool is a shared component utilising shared components for consistency across all areas of AccountKit.

1	Workflow	Workflow Component This icon opens the workflow component that gives you the following options. Add new task - Here you can create a new task from scratch, which will then link this new task back to the underlying client or schedule. Add from template - This similarly enables you to create a task, but you get to choose from the available templates. Link to task - If there's a task already pre-existing, you can link a client or schedule back to this task. Once a task is linked: Open the task - You can open the task directly from this toolbar, no matter where you are in AccountKit. Break link - If you don't want the schedule linked to a task anymore, simply click the icon.
2	Link to File	Document Management System (DMS) Component Use this icon to link to documents and files within your chosen connected DMS / File Management System. Select the option to Link other documents which will open up a file browser within your connected DMS. Browse to the appropriate location (noting you can set the default for this client from the file browser - see here for more info) Select the Select Files button to create the link.
3	Tags	Global Tags Component Use this icon to optionally assign a tag to the schedule. In future this will make it easier to search for specifically tagged information across AccountKit. Filter and select the applicable tags, they will automatically update the number of selected tags and the list view. To remove a tag, just hover and press the x to remove the tag. NOTE: Only global tags that have been set to a particular tool or area will appear here. If you can't find a specific tag, check that the tag has been made available in your practice settings.
4	Collaboration	Collaboration Component (Coming Soon) Once available, this component will enable you to have real-time communication across any element of AccountKit with other teammates.
5	Print & Export	Print & Export Component Use this option to trigger the export option dialogue pop-up. This will have varying options based on the tool.
6	History	History Component Clicking on this icon will show you an audit trail of all changes made to the selected schedule or client. Please note that for customers that have been with AccountKit pre-August 2022 the history for different tools will only go back to the change-over the new UI where history has been enabled for tools where previously not available.
7	User	User Identifier This picture identifies another user that is currently within the tool. As things currently stand, the person who saves last will have their data captured. The other user will lose their work. In time some tools will support concurrent editing by multiple users.
8	Action Buttons	Context Senstive Buttons Generally speaking the buttons used to save, continue, cancel and the like will appear here. The exact form will depend upon the tool.

Bulk Edit Tool Bar

The bulk edit tool bar is a context sensitive strip that appears at the bottom of the page, enabling you to do actions in bulk across multiple records at a time.

To Activate:

Simply select any schedule, task or client on the left side.
Upon selection, the tool bar appears along the bottom, showing you actions available for the selected entries.
Upon actioning the toolbar will close
Otherwise if you want to clear your selection, simply close it on the right hand side.

Details of the Bulk Edit Tool Bar

1	Unselected Item	If you mouse-over an unselected line, a checkbox will appear than you can select.
2	Selected Item	Upon selecting, the line will highlight and the toolbar will appear at the bottom. NOTE: If you select the select checkbox in the header, it will select all available records, even if they can't be seen
3	Selection Count	This is a quick prompt as to how many records are selected.
4	Context Sensitive Options	Depending on the tool and your permissions, different options may appear. For example Archive selected - Safest option so you don't lose any data. Unarchive selected - To recover an archived record. Delete selected (only Practice Administrators) - This will trigger a secondary pop-up confirming that you're actually sure you want to do this since a deletion can NOT be recovered. Merge selected (Client List only) - This will also trigger a secondary confirmation pop-up, as this action is not reversable. Bulk Update selected (Client List & Workflow only) - This will also trigger a secondary confirmation pop-up, since the changes are not reversable and can impact many records.
4	Close	This closes the bulk edit toolbar and de-selects any selected entries.

Legacy User Interface

PLEASE NOTE: This section of the Menus & Shared Element help centre article will eventually be removed once the legacy User Interface has been retired in October 2022.

Shared Header across all pages

The header at the top of the page is made up of various elements, all with the aim to get you to where you need to go as fast and effortlessly as possible.

Top Strip
1	The Account Kit Logo	Initially this is the AccountKit Logo, however, you can customise this to your practice logo simply by going to your practice settings.
2	Name Menu	Click on your name in the top right of the screen to bring up this menu which gives you quick and easy access to your own user profile, practice settings and the broader user maintenance for your practice. See User Management for more details.
3	Log Out	Goes without saying, this is how you log-out and end your session.

Middle Strip
4	Dashboard	This is the main screen you come to when you first log in. It summarises various elements about the practice giving you quick access to important information all in one place.
5	Clients	The client's option takes you to the clients & client group screen where you can see and action any elements relating to a client. See Clients & Client Groups for more details.
6	Tools	This lists all of the available tools that you’re able to utilise within AccountKit grouped according to their broader application.
7	Client Search	This is a quick way to get to any particular client or client group screen. Start to type and a short list for you to choose from will open up.

Bottom Strip
8	Practice Name	Take a guess...
9	Notifications	Click on the envelope to see a list of pertinent notifications for you. It’s used to communicate things like new or modified features, the status of your subscription and things that may need actioning within the practice.
10	Help Menu	You have a number of options here to help you get your way around AccountKit and utilise it more efficiently: Search the Help Centre for a particular topic; Jump straight to the applicable help page of the page you’re on; Head on over to the front page of the Help Centre; OR Browse the Frequently Asked Questions.
11	Notification Strip	This is where we communicate things of particular import so that it's front and centre enabling you to click through to the applicable area to resolve. Once you've had enough of it, you can close it to permanently remove it. You can always see the history up under the notifications envelope if you need to check bank on any notifications you may have inadvertently closed.

i	Note that access to some of the above elements may be affected by your user role.

Notifications

Notifications come in all sort of colours and flavours. If they are of particular import, we'll also put them into the notification strip beneath the menu as mentioned above under item 11. If there's anything that you may need to action specifically, there will be a link that you can follow within the notification to take you where you need to go.

Red - Urgent - take specific note of this notification
Orange - Warning- worth noting but not of real consequence.
Blue - Information - this is really just an fyi to keep you in the loop of something that may have happened which you may be interested in.

The Favourites Bar

We all have different roles within the practice and accordingly will utilise different tools on a regular basis. The Favourites bar enables you to flag any of the tools as a favourite to appear in the menu which always hovers on the left.

	1	Favourites bar heading.
	2	These are the currently selected favourites personalised to your taste.
	3	This takes you to your settings for which tools you would like quick access to.
	4	This is a special list of options specific to the Correspondence Register enabling you to jump directly into the applicable message type.

Editing the Favourites Bar

Start by selecting the cog icon down the bottom to go to the Favourites Select screen.
Put a star against your favourites.
Press save, after which the menu will update to reflect your own customised list of tools.

One exception to this is a special link to the correspondence register that can’t be modified, for it enables a new registry entry to be entered at any point no matter where you are within AccountKit. We thought this important given how often you would be interrupted throughout the day as you’re going about your normal work.

The Actions Menu

The actions menu is used interchangeably throughout AccountKit to standardise how you interact with the various tools and registers when you want to do something with information on that page. The content will vary based on the requirements of the specific page.

Specific to Register Lists

This menu will typically only be found when looking at lists of information, such as within client groups, client entities, the mail register and correspondence record. When greyed out the tool isn’t available presently or is waiting on some lines being selected.

1	Create new	Create a new schedule or entry
2	Delete selected	Delete checked elements (only available to administrators). Use sparingly as there is no undo function.
3	Archive selected	Archives checked elements (show with the Show Archived checkbox at the bottom of any lists. Archived elements can't be utilised within any of the tools and will therefore not appear in any lists unless "Restored". See below.
4	Unarchive selected	Restores checked elements that have been previously archived. You first need to check the "Show Archived" box at the bottom of the applicable list to make them visible.
5	Import from Excel	Used in two different contexts: Importing of historical data for internal practice registers such as the mail or correspondence register. Importing your client details when not linked to XPM. See the detailed guide for going through this process.
6	Export to Excel	Exports the checked elements to Excel (.xlsx) for saving or editing outside of the system.
7	Print preview displayed	Opens up a print preview of the current filtered list ready for you to customise print settings before printing to PDF or your local printer.

Specific to Client Lists

This menu will typically only be found when looking at the Client Lists such as Clients, Prospects, Groups and Affiliates and Contacts.

1	Add a new client entity	Create a new client entity.
2	Delete selected entities	Delete checked elements (only available to administrators). Use sparingly as there is no undo function.
3	Merge selected entities	Useful for merging multiple different types of entities (clients, prospects, affiliates or contacts)and all associated information back to the one desired entity. This can not be undone, so, proceed with caution. The process to merge multiple entities includes as follows: Select the entity name for those that you would like to remove. Go to the actions menu and select "Merge selected" In the following pop-up, select the entity you want to merge to and press "Merge"
4	Archive selected entities	Archives checked elements (show with the Show Archived checkbox at the bottom of any lists. Archived elements can't be utilised within any of the tools and will therefore not appear in any lists unless "Restored". See below.
5	Unarchive selected entities	Restores checked elements that have been previously archived. You first need to check the "Show Archived" box at the bottom of the applicable list to make them visible.
6	Update from XPM	Used in two different contexts: Initial importing of all your client details from Xero Practice Manager. Forces an update to AccountKit bringing to account any changes that may have occurred within XPM since the last synchronisation if you don't want to wait for AccountKit to do its own regular update.
7	Import clients from Excel	Used for importing client in via Excel where you don't have XPM setup as yet. See the detailed guide for going through this process.
8	Import relationships from Excel	Used for importing client relationships in via Excel. See the detailed guide for going through this process.
9	Bulk assign selected entities	This tool enables quick assigning or changing of details relevant to a client entity. Helpful for assigning whole lists of clients to: A new or existing client group A particular partner or manager A particular employee along with the associated access level. The affiliate list

Specific to within Client Tools

This menu will typically only be found when you are inside a tool and need to carry out an action in relation to that tool (eg. Compounding Effect of Super).'

1	Edit details	Open the client details window for editing the associated client or description for the instance of this tool. This will be unavailable until the first save has happened.
2	Save	Upon first press, this opens up the edit details window for assigning to a client and inputting a description. Subsequent presses will just save any changes.
3	Save a copy	Selecting this option will copy the contents of the current instance of this tool into a brand new version enabling a quick and easy way to try multiple variations quickly.
4	Print Preview	Selecting this option will take you to a print preview of the current tool where you can tweak the settings to your heart's content before printing to PDF or a local printer.

Filter / Search

On most pages with lists of information such as the correspondence register or client list you'll note there's a magnifying glass.
Selecting this icon will expand your dynamic search/filter tool as follows.

1	Search / Filter Criteria	Enter the details that you would like to search or filter by. Note that you can only search for one thing at a time presently.
2	Search Button	Select this to initiate the search and filter process.
3	Reset Button	Select this to clear all filtering and return the list back to an unfiltered state.
4	Hide Search	Either select this or the magnifying glass again to hide the search/filter window.

Within the people tabs (ie. Clients, Prospects, Affiliates & Contacts) we have a quick filter that looks as follows. The key to this filter is that you just start typing for it to filter for you. No need to press enter.

List / Register Footer

On all pages with lists of information such as the correspondence register or client list you'll note there's a magnifying glass. Selecting this icon will expand your dynamic search/filter tool.

1	Record Counter	This identifies which records are being displayed as a portion of the total records available.
2	Visible Records	Here you can control how many records are visible on the current screen. Note that the more records you have showing the slowing the screen will be to refresh.
3	Show / Hide Archived	Where you have the option to archive a record, this gives you the ability to show any archived records where you can then open, restore or edit as required.
4	Quick select	This enables you to quickly jump straight to the corresponding page of records.

i	Note that some of these fields will hide where not relevant to the current list.

History & Notes

On some of the tools you will see this history and notes section ONLY once an entry has been saved. The idea of this area is to capture when records change, who made the changes and how they were changed. It gives you that peace of mind knowing you have an audit path for any changes.

1	Last Updated	This just lets you know at a glance who made the last change.
2	Add Note	Whilst generally the history is automatic, you can manually add a file note to supplement any changes. For Example, say you updated some notes in a correspondence register entry because a client updated some of the facts - you can leave a note stating as such. Covers you for any queries later on and reminds you why you may have made a change.
3	History Details	This area simply shows you the date and time a change was made (or note added), who made the change and what the detail of the change was. Note that where it's for a detailed field, like the correspondence detail page, the detail of the change won't be picked up, just a note that a change was made.

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Menus & Shared Elements