Now Infinity Corporate Messenger

The purpose of this integration to provide a window into Now Infinity Corporate Messenger on your Dashboard so we can get an overview of key ASIC related details without having to leave AccountKit and a quick view of client information direct from NowInfinity against the client record.

 

 

• All documents and entities created on NowInfinity can be copied to XPM.
• Existing data from XPM can be imported and utilised in NowInfinity.
• Changes to company details made with Corporate Messenger will update in XPM.
• Generating discrepancies reports.

Get Connected

Have a user with practice administrator user permissions head to your Practice Settings

• Go to the Integrations tab
• Hover over the Now Infinity row and select the 3 button menu and press "Connect to..."
  
• Go through the NowInfinity login process to authorise AccountKit's access.
• AccountKit will now retrieve the company's within NowInfinity and link them to a client in AccountKit where it can find a match.  
• During the matching process, the actions carried out are as follows
  1. Look for match via ACN
  2. Look for match via Name
  3. Where a match is found, but the ACN field is empty or incomplete in AccountKit, the ACN field will be automatically populated and where connected, push this change into Xero Practice Manager.
• Upon completion, you will receive a notification at the top of the page that the sync process is now complete and potentially that there are some exceptions to resolve.
  

How do you use it?

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After completing the syncing process, inevitably there will be some exceptions to deal with. This is where the exceptions report comes into it. The report lists any differences between the Authorised clients in AccountKit as compared to those with NowInfinity's company list.

Managing your NowInfinity Exceptions

To get to the report, simply head there via one of three locations

1. Utilise the shortcut via the notification you would receive after a sync
2. If you have access to practice settings, you can access the report via the 3 dot menu on the integrations tab.
3. Press the action button from the Corporate Messenger dashboard.

The exceptions you are likely to come across and the way to fix them includes

1. The client is in AccountKit on the left, but not in the NowInfinity list on the right.
   
   
   • If the client IS one you are an authorised ASIC agent for, you will need to:
     1. Go to NowInfinity and prepare the applicable form to add the company to your client list.
     2. Next time we sync the system will find a match.
        
        
   • If the client IS NOT one you are an authorised ASIC agent for, you will need to either:
     1. Select the cross icon to remove the authorisation from AccountKit (so that we no longer test this company against the NowInfinity client list.
        
        OR
        
     2. Browse to the client and remove the authorisation from the client record and save the changes. Upon pressing the refresh button, the client will then be removed from the exceptions list.
        
        
        
        
        
2. The client is not in AccountKit on the left but is in the Nowinfinity list on the right.
   
   
   
   • If the client is one you are NOT acting for, you'll need to remove them from your ASIC list;
     1. Go to NowInfinity and prepare the applicable form to remove the company from your client list.
     2. Next time we sync the client will disappear from the right side and therefore remove the exception
   • If the client IS one that you are authorised to act for:
     1. Check to ensure the client exists within AccountKit and that they're setup as a "Company" entity type.
     2. Then we need to check that the company has been flagged as "Authorised" (ie. authorised to represent with ASIC); You have two options:
        • Browse to the client and ensure the Practice Authority is ticked before returning to the exceptions report and reloading the page;  OR
          
        • Select the "show unauthorised clients" option; Where you will see the client now appear on both sides.
          
     3. Select the company from the drop down on either list and press the tick button to link the two clients together. Press the cancel cross if you've selected the wrong client.
        

Once the list is clear, your client lists are now in fully in sync! 

Congratulations!  

 

Manual Matching

On the odd occasion that we do not find a matching ACN to match against, you may need to manually match clients in AccountKit with those in NowInfinity.

Just follow these steps and watch the animation.

• Simply head to anywhere you see the NowInfinity logo within the client detail page, client list page or family group page.
• Select the grey NowInfinity logo to show the context menu
• Start to search the name of the client
• Upon selecting the client, it will complete the match with the icon turning blue
  

Unmatching a client

If at some point the wrong client is matched to a client in NowInfinity, you will want to manually unmatch them. Simply follow these steps.

• Go to any where you see the NowInfinity logo (client detail page, client list page, family group page) and select the "disconnect client" option.
  

On Your Dashboard