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Please note: The images from prior years were lost in a copy and paste accident. Zendesk doesn't allow copying of images between pages ... seriously.
16th December 2019
We're fast approaching Christmas and so we've been busy building out a bunch of features as our gift to you! Here's what's new!
Xero Single Sign-on
You will have noticed that you can now login using your Xero credentials, That's one less credential you have to worry about.
You also have the option to disable this across the practice within Practice Settings | Integrations. 
Division 7A Tool
This has been very well received into the public forum resulting in a few refinements being requested that we felt had to implemented immediately. All things going to plan, this will pass out of Beta by the end of December, at which point you'll need to turn it on within your practice settings.
- Ability to set a default dividend journal date per schedule in case you want to post your dividends on July 1 to save on interest or the like; Re-calculates all interest accordingly.
- This dividend date can also be changed at the point of editing the overall dividend details on the Summary Tab, which update the interest figures + separates the journals posted to Xero.
- Information icon on the tabs so you can see at a glance what the purpose of a given loan was for without having to open it up.
- We've added a total to the bottom of the Division 7A Loan Summary report for each entity.
- Created a new report called the Loan Summary Movement Report so you can track the opening, closing, repayments and interest for a given financial year in one report.
Client Map
We're fast approaching the completion of our next major set of feature releases - here are the latest
- New selection area specifically focussed around
- Business Structures
- Process Maps
- Software Maps
- Ability to create software maps utilising actual logos + ability to search (logos will be added over time; Feel free to request).
- A new "free draw" mode used for drawing freehand whilst demoing maps to clients.
- Updated toolbar at the top to consolidate and add more functionality
- A delete icon for when using touch devices.
- An undo / redo button, again for convenience on a touch device.
- Freedraw toggle button.
- The zoom is now a single button that opens a simple slider
- Various bug fixes
- Decorations on the free form lines would sometimes cause the save to fail.
- Various fixes around utilising the Ipad to create diagrams
- Copying of free lines didn't copy the colour of the start / end arrows.
- Ability to drag to select lines.
Detailed Client Filtering
Sometimes you just want to be able to get to very specific subset of your client list quickly, this is the intent for the detailed client filtering, found on the client list page.
- Ability create a filter based on multiple client criteria.
- You can then save the filter for using later.
- Filters can be made available for the current user or across the whole practice.
Examples
- Show all Xero Organisations with connection issues
- First you would see a notification.
- Then you can click through to a pre-filtered list of clients that need updating
- First you would see a notification.
- Show all clients that live in a specific town
- Show all clients that have a specific partner or manager.
- Show all clients NOT using BGL integrations
For more information, see here within the help system
https://accountkit.zendesk.com/hc/en-us/articles/360000128474#Filtering
Other bug fixes and refinements
Beyond the above, we've rolled through a pile of bug fixes as well
- Suitefiles Integration - Update to new API for much improved performance
- Dropbox Integration - Update to pickup instances where Dropbox for Business accounts weren't showing up folder lists.
- Outlook / Gmail extension - delete icon to remove an assigned email from within Outlook.
- Disabled Xero Practice Manager Import button where an import is already in progress.
- Fixed error generated on Xero dashboard where there is a long reference or contact name.
- Fixed matching issues within the import process for NowInfinity and BGL; Where an ACN is blank, it will also update the ACN field in AccountKit.
- Fixed an issue where various menus would go up rather than down in certain circumstances.
- When merging clients, previously selected clients are disabled so they can't be selected twice.
- Added an ability to export the ATO exceptions list to Excel
- Added to client history the event for when a client is archived
- Refine the pop-up when linking many clients to a contact at a time.
- Added an ability to show when a selected transaction in the inter-entity loan tool has a matching transaction outside the shown date range.
- Enabled setting of the default "show on cash basis reports" within practice settings for the Inter-entity loan tool.
- Added the "Ledger Balance" for Xero connected equipment finance schedules to the summary page so you can see at a glance how far out of balance schedules are.
- Fixed a bug where the annual summary was showing the wrong balance at year 0 in equipment finance where there's a residual balance.
6th November 2019
Our focus this past few weeks is to get Div7a into open beta and we're very pleased to say that it's now been released to the broader public (Yay!!). It really is a thing of beauty, especially when looking through the lens of an accountant.
Division 7A Tool
In our first release into the public forum, you can expect the following functionality;
- Ability to build a schedule and auto-calculate the minimum repayments and interest
- Simple entry of repayments and recalculation as required.
- Ability to top up a dividend beyond the minimum repayment and consequent interest re-calculations.
- Summary page that shows all schedules and timing of repayments and interest in one view for each company;
- Full list page that shows all schedules across the entire company or at a family group level
- Output of schedules and reports to excel and PDF;
- Ability to link source and loan documents from connected DMS systems.
- Where connected to Xero, we'll read the ledger to establish the balance and enable assignment of credits against the calculation schedule including the splitting of credits (such as when you have a net balance journaled into a ledger that you would like to split); After finalising the dividend, you can then post the entries into Xero and confirm that you balance
- If there are any changes to be made, it's simple to retweak and repost as required.
What to expect:
- There will be bugs, although we hope not many are left at all after a solid closed beta period. If you have any issues, don't sit on them, send us a message with a detailed description to support@account-kit.com.
- We will put a freeze on features for the moment until we're confident that all is well and we've released it out of beta; As with all tools, we will let the tool sit for a good 6 months before we do another pass over it to add more features;
- The next major pass will include any required changes coming with the yet to be legislated changes coming next year.
Client Map
We've continued to add yet more features to make your diagrams more beautiful than ever and as efficient as ever. Here's what you can look forward to seeing.
- In preparation for some other upcoming functionality and to distinguish between structure diagram types, we've added the ability to give all diagrams a type; ie.
- Business Structure
- Process Map
- Software Map
- Other
- Ability to add free-form lines to the canvas - they don't have to be connected to shapes and entities; These lines can have points added and the radius changed to make them as long and curvy as you like.
- Connector Lines (between entities) can take two forms now -
- Elbow - this is what you've gotten used, but with ability to add a radius to make them curved
- Flexible - this option enables you to insert points into the lines to have them go anywhere you like, not just with elbows.
- Elbow - this is what you've gotten used, but with ability to add a radius to make them curved
- Fixed a bunch of bugs, such as the view options sometimes stopped working for TFN, ABN, Relationships etc.
20th October 2019
Since Xerocon the team have been working hard polishing and putting together a myriad of features ready for a significant release to celebrate some server infrastructure upgrades in the background. The updates are designed to delight, so dig on through and see what grabs your fancy. Worth mentioning that Division 7a is getting super close to being ready for a release to the public as an open beta - it's looking fantastic!
Client Map
It's all been about adding features to streamline how you build various client maps across business structure diagrams to software maps to process maps.
- Practice Settings - ability to set default type of map upon creation; Some people get worried about what changes may get pushed back to client data inadvertently. By providing this option, you can create a diagram as a proposal by default, so they can be reviewed before being converted to a current diagram
- Sandbox has been upgraded to the new visual capabilities, including the inbuilt templates as well. Now even your back of napkin diagrams can look beautiful!
- You can now nudge objects by 1px using the keyboard arrow keys; Hold shift and utilise the arrows to nudge by 10px. Perfect for getting those alignments just right.
- To assist with getting the visuals where you need them to be, we've given you some new alignment options enabling you to align anything in the diagram to the left, right, top, bottom and middle and in case you can't get spacing right, using the spacing option to move all objects an equal distance apart. Note the shortcuts as well by hoving over the options.
- You'll note also that you now have an option to toggle the grid on and off as well as the "snap to grid" option in the event you want absolute freedom as to where you would like objects placed.
- For those needing to build extra large diagrams, we've nearly doubled the canvas size. Note that these won't necessarily print nicely on A4, but useful if you're just showing on the screen or want to output a PNG for displaying on a big screen.
- We've increased the font size options in case you need really big text on those large diagrams.
- When you save the diagram, it will now also create a black and white version, better suited for when printing out to give to your client, should you not have a colour printer.
- New text position option - you can now set in the practice settings and per entity the position of the middle divide in the body of the entities. That way you don't end up with a wide gap on the left.
- When adding an entity to the diagram, you now have an option to choose from any current pre-existing clients, affiliates or contacts, without them being part of the family group. Useful when you want to add things like unlisted property trusts that are affiliates and not a client or even should you wish to show entities like all the advisors that advise to a family group.
- We've implemented a simple undo / redo using the standard ctrl-z, ctrl-y - we will continue to expand on this functionality.
- Fixed a bunch of bugs, such as:
- Alignment issues in the footer where there's a carriage return.
- Alignment issues for text around icons.
- Copying text would then duplicate objects upon paste.
- Copying of a proposed diagram wouldn't keep the proposed entities in the left entity select area.
- Sometimes the PDF would generate a 2nd blank page.
- The guides on the diagram would sometimes print too; Note that this will require a resave of a diagram to re-generate the image.
Various tweaks
- Mail register - added a new type for method of delivery "Hand Delivered"
- Client detail pages
- New short cuts to copy ABN, ACN and TFNs.
- Enabled adding a contact to multiple clients at the same time from the Contact page via the "Contact of" add option.
- Inter-Entity Loan
- Fixed a bug where if you reconciled items in one column, but deselected/reselected multiple times, the matched items would get messed up.
- Similarly so, if you reconciled transactions on the same side, sometimes they would come back showing that they've been changed, despite them not being changed at all.
31st August 2019
The division 7a tool is coming along nicely, but it's not ready for public consumption yet, although we will show it off at Xerocon as it is all kinds of awesome.
Inter-Entity Loan
Our core focus with the inter-entity loan tool is to boost your efficiency further by adding the following tweaks and polish.
- General Use: There's always room for improvement with everyday use, here are some of the other new functionality you will find
- You can now click and drag to select multiple transactions, rather than clicking one at a time - a small thing, but much more convenient.
- Filter and select - you can now filter for details per entity, select all for bulk posting transactions with same codings. A lot of inter-entity loan transactions are repetitive in nature, so this along with the copy coding below will reap huge time savings.
- The Xero icon now has its own context menu for direct click through to Xero.
- The "show from" filter now has its own smarts. It will only show transactions from the beginning of the month of the first current unreconciled entry. Means when you show reconciled transactions, it doesn't show all transactions back to the start of time.
- New Journal Pop-up; Out with the old and in with the new. The journal pop-up has seen a lot of changes to facilitate the following
- The new:
- All journals in one view, rather than having to click to different pages.
- Ability to tab through all fields without taking your hands off the keyboard.
- Copy coding functionality - code the first entry then select copy coding to roll the coding through the balance of the transactions. Combine this with Filter and select and you're cooking with gas.
- More visual cues to keep you on top of what's happening while entries are being posted.
- The new:
- Bug fixes: As part of the refinements we've found and crushed a number of bugs along the way
- Fixed an issue where a transaction would appear duplicated if you changed it's the account of the source transaction in Xero to another account being reconciled in the current inter-entity loan reconciliation.
- Tabbing through journals would sometimes find the cursor going somewhere unexpected.
- Adjusting opening balances failed to populate balances at times.
- Fixed an issue where the history icon was missing the user name
- Fixed an issue where a changed reconciled transaction didn't show both sides of the reconciled transaction ready for unreconciling.
- Corrected elements where the summary report would show an IEL in balance even when it wasn't.
9th August 2019
As we steadily work on some new features ready for Xerocon couple of months, we continue to add new features and values to your subscriptions. I love some of this stuff!
Correspondence Register
- Save draft functionality + auto save; There is nothing more frustrating than losing a bunch of hard work after your browser times out. Now you have the option to save a draft as you proceed, then finalise when you're ready. If you happen to also head into your practice settings, you can enable auto-saving as well; Once you save the initial record as a draft, it will then automatically save everytime you change anything up until the point you finalise the entry.
Find more detail, head to the Correspondence Register Support Article.- Before Save Draft
- After Save Draft which then triggers auto-saving (if enabled)
- Before Save Draft
- Gmail & Office 365 Integration (BETA): You now have the ability to connect your Gmail or Outlook accounts to AccountKit. This enables you to save emails direct to the correspondence register and where you have a DMS system attached, save out the file to the DMS with a link to the file within the Correspondence Register; This is only a first release, so expect more refinements to come.
For more detail, check out these links
Equipment Finance
- New Cashflow Commitments report - now you can get a snapshot of your clients outgoing cashflow across their equipment finance schedules in PDF or Excel format; Useful for doing cashflow forecasting and budgeting. Access via the Actions menu on the EF list page; Signals a whole new way of doing reports in AccountKit. You can expect this format to start to be rolled out to other tools over time.
- Fixed a bug where the Summary Movement Report was not picking up the transactions on the end date.
- Fixed a bug where a bulk import of schedules wouldn't reflect the practice settings upon import, nor allow for the first payment to be on the contract date.
Various Update and Bugfixes
- Inter-Entity Loan
- Fixed issue where transactions on the conversion date would appear as unreconciled.
- Fixed issue where Xero comparative system journals weren't being recognised in the balance total.
- Added the GST code column to the opening balance adjustment journal pop-up.
- Created an excel version of the IEL reconciliation report and refined the associated PDF report.
- Optimisations to speed up the journal pop-up screen;
- Mail Register
- Fixed a bug where after filtering for information, the PDF and excel export has no data within it.
- Updated the quick address copy function to a more useable format
- From
20 Hunter Street, TOOWOOOMBA EAST QLD 4350 Australia - TO
Bull Antics Pty Ltd
20 Hunter Street
TOOWOOMBA EAST QLD 4350
- From
- Added detail to the people preview pop-up
- Added new option to practice settings to disable auto-populating the date.
- Client history & XPM sync
- Added a new Client History Register; This is a one stop shop to see all changes that happen to client data, rather than reviewing individual clients for changes. It's only accessible by Practice Administrators within the Practice Settings Action Menu - If you're a practice administrator you can check it out here.
- Added event to history and notes to capture a change of client group within a client's history, even if it's come from XPM.
- Fixed bug where a change in a relationship at times wouldn't flow back to AccountKit.
- Other
- Xero Sync - Fixed a bug where a change in tracking category name doesn't flow back to AccountKit.
- Inline Help - You'll start to see some new inline help options and other pop-ups appear at the top of each tool and across each tool to give you some guidance on how to get the best out of AccountKit. It can be lonely sometimes with no one there to hold your hand - this will fix that issue!
14th June 2019
Inter-entity Loan Updates
- Introduced a couple of options to track the audit history on any reconciled transactions
- Within Xero, we append the name of the user to the Journal Narration (you can see the date stamp within Xero's history and notes).
- Within AccountKit, if you show reconciled transactions, there's a new clock icon within each reconciled line which enables you to hover and see who posted / reconciled an entry and when it was done.
- See more info here - Inter-Entity Loan Tool Support Centre Article
- Disabled inputs while the reconciliation process is happening. To reconcile an entry / push entries into Xero there's a lot happening, especially when posting between IEL's within a family group. This change stops you from selecting new entries, only to have them continually de-select (which was frustrating). This feels like it's slower, but it's actually faster now.
Equipment Finance:
- Added functionality to choose the "sort order" for the Summary Movement Report along with various visual tweaks and improvements.
- Fixed bug where the Equipment Finance Summary report wasn't correctly reporting the entries posted.
- Fixed bug with the Excel export losing visual settings when more than one schedule is exported at a time.
- Implemented some changes to disable input / journals once a client and / or schedule has been archived.
- Fixed various visuals associated with the Annual Summary Report PDF.
Other Refinements
- Client Group & Client Detail Pages
- Added in the missing tools to the family group page - Fuel Tax Credits, Amortisation Scheduler and the Franking Account Register; Also adjusted the order to reflect the relatively new menu structure.
- Bug fixes to the client history page to pick up where a client change has happened within one of the AccountKit tools.
- Client Map
- Added ability to have a "display name" for a client; Useful where a clients legal name is too long, so instead you can replace this with a shorter name that it is likely referred to internally; Eg. "Entity 1 & Entity 2 & Entity 3 & Entity 4 Partnership" can instead be referred to as "Something Joint Venture".
- Various bug fixes and refinements
- Amortisation Scheduler - Various bug fixes and refinements
- Professional Development Register
- Fix issue where the total hours weren't correctly calculating where the user specific filter has been applied.
- User filter now also considered for the PDF export
- Enable export to PDF and Excel
- Integration - BGL and NowInfinity - Polish and bug fixes for the Exceptions report.
- Integration - SMS - Twillio - Re-wrote the integration to enable firms with prior Twilio subscriptions to enter these details, rather than being forced to setup a new account. This will become the new default for Twilio setups.
23rd May 2019
Client Map Upgrade
- Re-write of the client entities to make them super fast + added flexibility with the visuals adding rounded corners and borders. This has had the side benefit of speeding up the load and save times.
- All visual elements of the client map have been separated into a new visuals toolbar leaving just the client specific information in the right menu.
- Ability to add and customise icons as part of your diagram
- A new grouping tool that facilitates grouping clients, shapes and icons together.
- Copy format functionality enabling the format of one object to another
- Keyboard shortcuts for copy <ctrl-c>, paste <ctrl-v>, toggle copy format <alt-c> and nudge functionality via the arrow keys.
- Ability to set the practice defaults for all the visuals of a client map to standardise the look across the practice.
- Refined the PDF generation to utilise more of the page for better resolution.
- Fixed a series of bugs.
Client Group & List Page
- New Integrations button so you can see and click through to related company and superfund information from NowInfinity, BGL CAS360 and SF360.
- Optimisations to improve the load time;
- Addition of the new tools - Fuel Tax Credits and Amortisation Scheduler.
- Fill history of changes made to clients; Enables tracking of who (or which integration) has made a change to a client plus time and date stamp.
Other Refinements
- Correspondence register - Refinements to the slack integration
- Amortisation Scheduler - Various bug fixes and release to Open Beta
- Xero Integration - Optimisations and refinements to make the sync process faster and more reliable; In some instances the icon wouldn't turn red if there was an issue, meaning data wasn't syncing. Now the icon correctly reflects the state of the connection, who carried out the connection (as if they leave the practice, or have their permissions changed it can invalidate the authority token) and the full Xero entity name and trading name; You can also now click through to Xero from the client list, client group or client pages.
- ATO Reports - Added detailed filtering functionality expanded to family groups
- Further Refinements to the NowInfinity and BGL exceptions pages to make them more accurate, faster and easier to use.
- Fixes to the Xero Stats on the AK Dashboard which had stopped working at some undefined time?
- Nimbus Portals - Release to open beta + fix bugs re. visibility of certain folders.
- Various refinements to the Xero Data Sync process.
- Enabled "Sort by" function for the Equipment Finance summary report.
- Various bug fixes to the Inter-Entity Loan tool.
7th March 2019
Pricing
After a number of years of feedback, we've rolled out a new whole new pricing methodology to better facilitate the following:
- Practices that are individual heavy - we now exclude individuals from the client count; The Client Count we use to gauge the size of the practice and infrastructure costs and so sets the price brackets.
- Choice of Tools - Upon signup you get access to some tools and functionality for a base cost; You do have access to all tools, but some are limited to a set freebie limit after which you can then turn on the tool and start paying for it if you're loving it. This way you're only paying for what you want when you are ready and not paying for stuff you're not using.
- Pricing per Region - With a change to the payment gateway over to Stripe, we're able to offer pricing in the native currency of any country. One limitation with this change is that we're no longer able to support direct debit.
Amortisation Scheduler (NEW - Closed Beta)
- Initial closed group release gives basic functionality to create amortisation schedules and where connected to Xero, automate the posting of entries. As a first release though, there features are still extensive:
- Build schedules based on opening criteria including amortisation first period; posting at end of period.
- Auto-adjusting entry at establishing date.
- One off events.
- Much like the other tools, once this has been in the system for a good 6 months, we'll do another pass to add a pile of extra functionality.
Other
- Sharepoint support - Added functionality for sharepoint support as part of the broader Microsoft based DMS systems - One Drive for Business etc.
- Nimbus Portals support - Open Beta release for Nimbus Portals DMS
- Created ability to transfer client data from one Tenant to another - eg. if a practice splits and partners want to take their client data with them.
- Refined the behaviour and visuals for Practice Settings -> Integrations area;
- Refinements to the NowInfinity and BGL exceptions pages to make them more accurate, faster and easier to use.
- Further refinements to the BGL integration including new functionality to see the details of an outstanding document lodgement with click through to the underlying document.
- Reworked the main menu and favourites setup to a more logical 3 group structure - Administration, Compliance and Consulting.
- SMS functionality via Twillio within the correspondence register was released to the public.
- Fuel Tax Credit Calculator released to open beta.
- Fixed bugs with file upload for Suitefiles after API changes
30th November 2018
Over the past month there has been a bunch of releases incrementally distributed each week; Here are the details.
Equipment Finance
- One-off events (Out of Closed Beta) - Various bug fixes and refinements based on feedback.
- Ability to carry out an auto-populated adjusting journal as at the conversion date rather than doing so in Xero.
- Bug fixes to the Annual Summary Report
- Aligned visuals of the EF summary page with the client group page.
- Ability to bulk void entries and reverse a one-off event.
- Enabled payments as at the contract date (ie. first payment as 100% principal)
- Various bugs around posting purchase journal.
- Reset button to clear an irregular schedule, rather than deleting each line.
Fuel Tax Credit Calculator (Out of closed Beta)
- Enabled ability to extract litreage from Caltex payments (very specific visual format)
- Added 3 dot context sensitive menu to transactions list.
Inter-Entity Loan Tool
- Public release of bulk auto-match function and quick post option.
- Loads of bug fixes and optimisations.
- New ability to auto-adjust upon opening balance + anytime within the schedule.
- New button to de-select all selections.
- New multi-select for account selection, rather than having to do an account at a time.
- New Reconciliation and Summary reports.
NowInfinity
- New functionality applied to the NI logo enabling matching / unmatching of clients and shortcuts for getting to the client in NowInfinity, AccountKit or ASIC. Icon will appear grey when not connected and colour once matched to a client in NowInfinity.
- New exceptions report for comparing clients in NowInfinity versus those in AccountKit including a new practice authority "Prepare annual reviews" in client details.
- New dashboard information within the Client Group showing company information contained with NowInfinity for comparing with AccountKit. This information is also available at the client detail level also.
SMS (in closed beta)
- Limited characters on business name field causing SMS to fail.
- Added to the correspondence types.
- Broadening the phone number lookup within the correspondence register.
- Fixed bug where a phone number purchase would trigger an error; Now requires a practice address to be entered before you can carry out this process.
Other
- Added functionality to correspondence register to choose between Slack / Email or both.
- Extra functionality to the ATO Lodgement Reports - Ability to filter by any criteria (including by partner / manager / due date / status) and output to excel / PDF.
- Various refinements to the Xero Data Sync process.
- Mail register - ability to export / copy addresses from the mail register entry + fixes to the date stamp being applied.
- New XPM green logo - showing connection status and direct link to XPM client.
27th September 2018
Various minor refinements.
General
- Slack - Added functionality in practice settings and correspondence register to send exclusively to Slack, email or both.
- Slack - Fixed bug which prevented click through from Slack;
- ATO Import / exceptions - Lots of refinements to make it more useable by fixing issues on the sport; Refreshing a single line after fixing an exception rather than the whole schedule; Click through to client etc.
25th September 2018
This month has seem a myriad of polish and bug fixing on tools that have been stress tested since Xerocon. Otherwise it's about refining tools that are in closed beta.
Equipment Finance
- One off events (closed Beta) - Various bug fixes and refinements based on feedback.
- Quickpost (closed Beta) - enabled function to do a single lined post to other IEL rather than full journal. Polish and refinements.
- Fixed a bug where auto-posting failed in certain circumstances.
- Fixed a bug where excel schedules would stop at 10/09/2018
- Fixed a bug where an error would generate when tabbing out of the Conversion Date field
Fuel Tax Credit Calculator (in closed Beta)
- Fixed a bug where refreshing Xero data could duplicate transactions.
- Enabled new function to facilitate roll over of one schedule over to the next period whilst maintaining the details.
- Fixed rounding of L figures.
Inter-Entity Loan Tool
- Closed release of bulk auto-match function (wow!)
- Fixed further bugs with the transaction count;
- Facilitated Trading Name field
- Polish applied to the journal pop-up
- Created ability to refresh Xero accounts from the pop-ups.
ATO Import (ongoing refinements)
- Consolidated the TFN matching into the same exceptions tab.
- Streamlined the resolving of exceptions by enabling corrections and refreshing on the spot, rather than a full refresh of ATO data.
- Fixed bug where "ignored" TFN's wouldn't un-ignore.
Other
- Corrected the stats on the dasboard for client and Xero connection counts.
- SMS (closed beta to commence soon); Visual improvements on Correspondence Register.
- Fixes to the Xero connect / disconnect pop-ups.
3rd September 2018
It's been a busy few months with many minor releases every couple of weeks. Now it's time to summarise what we've been up to! Apologies for the items that are in closed beta, they're being tested by a select few before we make them available to the masses.
Equipment Finance
- One off events (closed Beta to commence soon) - Soon you'll be able to post finalising entries for a cancelled scheduled, paid out schedules and refinanced schedules. In doing so, it will also post future dated entries or void journals as required as part of the adjusting entries.
- Multiple options to bulk post from within schedules
- Various refinements around methods for checking for early / late payments and consequent Xero balance calculation.
- Where a schedule is out of balance, you can now click to show the surrounding transactions without going into Xero. You can then click through to Xero if required.
- Refinements to the Summary Movement report showing incorrect balances in certain circumstances.
- Further sanity checks on dates across the conversion, contract, first payment and residual payout that was causing anomalies to appear in older schedules.
- Refinements to the purchase journal area to make it much more reliable.
Fuel Tax Credit Calculator (in closed Beta)
- Calculate fuel tax credits on a per entity / period basis
- Auto-saving ability added.
- Ability to select from Xero accounts and set fuel credit defaults per account.
- Automation through extraction of fuel information from Xero and assessing content in the details field to extract literage information.
Integrations
We've added a bunch of new integrations to expand specific functionality in some areas, whilst drawing visibility of client information from your other providers.
- BGL CAS 360 (closed beta to commence soon)
- Added the ASIC dashboard re. company debts and upcoming annual reviews including click through to underlying client in AccountKit, CAS360 and ASIC from the dashboard.
- Added mini-dashboard to new Integration section of the Client Group page for surfacing information direct from CAS360; Same also within the Client Detail Pages.
- BGL SimpleFund 360 (closed beta to commence soon)
- Added mini-dashboard to new Integration section of the Client Group page for surfacing information direct from SimpleFund360; Same also within the Client Detail Pages.
- NowInfinity
- Added o-auth2 for authorisation for added security with the integration;
- Added click through to underlying client in AccountKit, NowInfinity and ASIC from the dashboard.
- Added dashboard information to expose client information within the Client Group and Client Detail Pages direct from NowInfinity
- Slack (in closed beta)
- Once enabled within Practice Settings, you can now also share a phone message or any correspondence register entry to a slack channel or direct to a particular user.
- SMS via Twilio (closed beta to commence soon)
- Ability to setup a new Twilio account from within AccountKit including the purchase of a mobile number.
- Once enabled within Practice Settings, you will be able to send and receive SMS from the correspondence register
Inter-Entity Loan
- Initial setup has been refined to pull in balances immediately for constant checking that opening balances reconcile.
- Rework of multi-line entries - API doesn’t give sufficient information where a multi-line entry is posted to the loan account, so made a mess any time there was a future change to an entry with mismatching lines.
- Added date filter to be able to filter for transactions between two dates.
Client Map
- Font size options
- Multiple anchor points added per entity.
- Client change area has been refined for bulk changes, links back to underlying clients and refresh option.
Various
- Refinements to the Franking Account Register to optimise performance where there are lots of lines;
- Bug fixes associated with the ATO import having issues.
- Finalised the transfer of client Xero data to it’s own AWS instance for performance enhancements upon initial sync and posting of entries across the IEL and EF tools.
- Fixed bug where the flexible loan calculator wouldn’t save properly and resulted in duplicate entries.
- Enabled the ability to have duplicate names within client and contacts + tightened up the merge function.
- Enabled bulk invite of users based on XPM users.
- Re-write method for syncing XPM contacts enabling many contacts in XPM to sync back to a single merged contact in AccountKit.
- Enabled support within clients and contacts for the Addressee and Salutations fields.
- Rewrite of the date picker to make it behave better across the board.
- Added direct links to the ABR and ASIC from the ABN and ACN fields within the client detail pages.
12 April 2018
The new year is already so far behind in the rear view mirror, but still we continue to refine and add new things to bolster the tools at your disposal...
Client Map
It's all about the polish:
- Fixed an issue when utilising the "Create a copy" option within Actions.
- Optimised the loading of the right menu when selecting entities.
- Simplified the relationships in the client details in the right menu; Options now available via the 3 dot menu.
- Fixed an issue where new diagrams will show changes to review;
- Changed method for selecting whether to accept changes into the current diagram along a refresh icon and direct linking to clients with changes.
- Fixed issues with line start / end selection being cut off.
- Where effective date isn't set, it would appear as 01/01/1900, but shouldn't appear at all.
- Fixed some issues with the individual groups.
Other Updates
- New ability to copy and TFN or ABN direct from the people search.
- We continue to refine the populating of the masked TFN's upon an import of the ATO lodgement list. It's getting better and more robust, but shall continue to evolve each coming week.
- Started rolling through some simplifications to the visuals of the registers; We hide checkboxes and action icons until you mouse-over the applicable row.
- Added an explanation dialogue before you commence syncing data with Xero to ensure there's a clear understanding about what's happening and time frame to be expected before you can utilise the applicable tools.
- Fixed an issue when dragging and dropping files into the registers in relation to Firefox and Microsoft browsers where the page would freeze or not taken on custom colours.
- Various refinements to the ATO import process.
- Added a print option to the correspondence register data entry area.
- Various refinements around the PDF and pop-up with the correspondence register.
- In the backend we've been refining the methods for syncing data from Xero to better handle high loads where many xero files are being synced at the same time. This has been causing syncs to freeze in the orange downloading state.
19 March 2018
In the lead up to Accounting Business Expo, we've applied lots 'o polish and shine...
[NEW] Business Name Register
- First edition of this has just been released tonight; It is in Beta, but will be out by the end of the week.
- Enables you to save multiple business names to the one client, then track the history and renewals for all your clients in one place;
- Other areas of change are that you can search by business name in the top people menu and the "trading as" now appears on the client list and family group pages.
Client Map
- Enabled the Sandbox Mode.
- Increased the resolution of the PNG output and associated image quality of the PDF
- Rolled through further changes around first name last name of individuals;
- Fixed lots of bugs around entity selection issues and relationships.
- Removed the scroll bars for the entities and entity edit - you can still use your scroll wheel on your mouse to move the fields up and down.
- Hidden the relationships menus in a context sensitive menu to free up some space.
- Fixed a bug where shapes with text were missing the carriage return gap.
- Fixed some bugs and optimised the selection of shapes and lines.
Other Updates
- With TFN's being masked upon import from XPM, you can elect to fix this by importing the ATO lodgement list from the Dashboard where we'll match the masked TFN's with the client name compared to the ATO list and update the TFN in AccountKit accordingly. In future you'll be able to carry out these updates in the XPM Sync report as well. Please note that this is still undergoing refinements and will continue to do so over the coming month.
- We've introduced a small go-to link for the ABN and ACN fields that enables you to jump straight to the applicable ABR or ASIC register entry for that client.
- Various fixes to the Correspondence Register where the attendees and apologies weren't displaying correctly.
- Added the requirement for the old password to be entered before a new password could be entered within a users settings.
- Rolled through updates to help links to the new Zendesk support centre.
- Fixed a bug with the Equipment Finance where the conversion date would sometimes update the contract date.
- Lots of work refining the XPM sync exceptions report; This will be released very soon.
5 March 2018
Despite the Christmas break, it's been a busy couple of months as follows...
Client Map
- Now have a full screen mode for ease of editing and demonstrating to clients.
- Lots of bug fixes around select / de-selecting objects and entities
- Option to hide and show archived entities.
- Change individuals to show first name last name.
2 Factor Authentication (2FA)
- First edition of this has been released to the public; Enable it as mandatory across your practice from the Practice Administration page or on a per team member basis from their user settings.
- This will become mandatory for all accounting firms from early March.
Inter-Entity Reconciliation v2.1 [Beta]
- Various refinements to the capturing and displaying of voided entries between multiple inter-entity loans (more to come)
- We now have direct links for journals, bills and invoices so you can click straight through to the applicable transaction in Xero from within the Inter-entity loan tool.
- Where post journals between Xero files, if you reconciled multiple entries via journals at the same time, voiding one voided all of the other journals posted at the same time. This is no longer the case (just for journals though).
- Updated the visuals for the IEL's within the client group page to be consistent with the main tool page.
- Various other visual and performance refinements to the journal entry pop-up.
Other Updates
- Dynamic search for the various client look-up fields; This is especially noticeable where you have up to 10,000 clients and more which was impacting performance, especially on the registers.
- Improvements to the detail within the History & Notes sections of the Mail and Correspondence Registers.
- Fixed an issue where the franking register would output a corrupt PDF.
- You can now archive whole client groups and their entities from the Client Group action menu.
- Fixed a bug where a change of bulk addresses in AccountKit wouldn't all flow through to XPM.
- International date format rolled through further areas of the client pages.
- Fixed an issue where Google Team Drives won't appear.
- Added Xero status icon to the equipment finance schedule and list page.
- Added a new "Invite AccountKit Support" to the help menu so you can jot a minor note and give our support team the ability to login for a closer look at any issues you may be having.
- Added a new standard ATO type for superannuation funds to align structure types with XPM.
- Fixed a bug when syncing a Xero file, it never leaves the "in-progress" orange status.
21 December 2017
It's been a long time since we've updated, so strap in, there's a lot that's happened this past few months.
History & Notes v0.99
- There's a new history and notes section at the bottom of each entry within the Mail and Correspondence Register.
- The history lines track any changes made by users and time stamps them along with what was changed. The only catch here is that we don't capture exactly what has changed within the content of the detailed description field given the volume of content capable of being saved. All other fields you can see the before and after.
- You can add notes at any time in case you need to describe why a change was made if it's not clearly evident from the history.
- There is more yet to be done, and once polished it shall slowly be rolled out across a majority of the tools.
XPM Sync Refinements and Exceptions V0.99
- There's a new exceptions report that is available each morning now. Overnight we run a check to see what differences exist between our client data and XPM and highlight where there are any differences to be resolved.
- The report enables you in most instances to correct the differences from within the report itself, or you can go directly to the applicable client in XPM or AccountKit to make any changes, then refresh the exception to update.
- We've enabled syncing of contacts, but we're finding that there's a lot of duplicated client info in contacts, so we're assessing the best way of handling this so that you're not having to maintain client details in multiple cases - this will be an ongoing saga.
- Conceptually this is getting AK ready for integrating with other platforms such as Class, NowInfinity (client data), BGL etc.
- During this process, there has been a lot of bug fixes and optimisations completed along the way.
Inter-Entity Reconciliation v2.1 [Beta]
This has gone through significant changes in the backend and front end;
- It's now super fast to select, reconcile and unreconcile. Posting entries to Xero can be a touch slower at times, but it's come a long way since the Alpha release at Xerocon
- The only catch is that once you have connected a client Xero file, you need to let the initial sync finish before you can start to use it.
- Once synced, choose the accounts you want to reconcile between (including multiple accounts) and assuming they balance at the date you've chosen to start, you're on your way.
- You can now add a description in case you have multiple inter-entity loans between the same two clients.
- Handling of tracking categories
- Handling of changed or voided reconciled entries.
- The number of unreconciled entries shows on the list page and in the tab of each inter-entity loan.
- We now show the legal and display names for each connected Xero file
- Show the Xero connection status of a client, which can then be re-enabled if accidentally disconnected.
- Lots of visual refinements.
Equipment Finance
- Ability to bulk post to a set date from the list page
- Logic within the schedule to check for early or late payments when checking to see whether the accounts reconcile with Xero - highlighted with a (i) icon.
- Optimisation of the bulk post function - it's much faster now.
- New Summary Movement Report enabling you pick a period across the practice or for a family group that shows the opening balances, new schedules, payments, debt reductions and closing balances across the various accounts.
- Updates to the Excel and PDF reports to handle the non-current, current and unexpired interest charge split properly.
- Reworked how we handle residual/balloon payments to enable you to specify when a balloon payment is expected; Defaults to the month after the last payment.
- Refined the methodologies of how the interest is calculated and apportioned over the life of the loan.
- You can now set the "Start of Financial Year" month both globally in practice settings and on a per schedule basis. This updates the annual summary tab and associated PDF and Excel exports.
- New functionality to enable the use of tracking categories in the interest and purchase journals.
- Journals you want to clear can now be voided rather than reversed, which is much faster.
- Lots of bugs squashed - too many to mention here.
Other Updates
- All search boxes can now search for multiple strings no matter the order. For example "Paul M" "Mur P" "P Murr" will turn up anything with each part of a string.
- A fixed map in the Client Map where the entity description wouldn't flow through to diagram.
- Changed the way client names are represented in the correspondence register and the associated emails and PDF's to "First Name Last Name" to make them more readable.
- General optimisations to the people and register pages to make them load much faster - more to come.
11 September 2017
Major release today:
Equipment Finance
- Handling of current / non-current combined with unexpired interest accounts;
- New improved purchase journal data entry with drag and drop and enhanced editing.
- Reworking of calculations to standardise between irregular and regular schedules;
- Improved logic associated with building schedules and application of icons and balances.
- Optimising of journal posting and balance retrieval from Xero.
- Fixes to the bulk posting of entries;
- Fix to schedule dates where payments are scheduled for the end of the month would change to the 28th or 30th for future months.
Integrations with Cloud Storage Providers
- Ability to connect to multiple providers at the same time – Options include SuiteFiles, Dropbox, GoogleDrive, One Drive, and Box.
- Once connected, you can link to / upload documents across various areas within AccountKit.
- You can define a default client directory either within each client or at the time of linking a document; Future linking of documents will then default to that client's own folder.
- Any linked documents can then be previewed or downloaded from within each tool.
Inter-Entity Reconciliation v2.0 [Alpha]
- This is a brand new replacement for the old Beta version. It's got a way to go the with the handling of exceptions and changes, but we were so happy, we had to show it off.
- Enables selecting of multiple accounts within each Xero file to reconcile against.
- Ability to switch quickly between any inter-entity loan with the group.
Other Updates
- Introduced a new process that upon first connection to Xero, AccountKit retrieves all transactions from the select Xero file; This is to enable a more optimised process with the IEL and EF tools + future tools in the pipeline.
- Brought back the Client Group link within the client group area of each client.
- Visual enhancements to
- The notices dropdown;
- The pop-ups for the correspondence register and enabling printing of the register entry in a printer-friendly format.
- The tooltips used in various areas of AccountKit
- People search drop down.
- Fixed issue where you could select the EF tool an archived account.
- Fixed a bug where a bulk export of EF schedules would fail with the error “sheet already exists with this name”.
1 August 2017
Minor release today:
- NowInfinity - A change to the API broke the connection for all clients; This has been fixed after liaising with the NowInfinity development team.
- XPM Sync - There was an issue that would sometimes cause the Partner and Manager fields not to sync; This has now been corrected - note that where the user assigned in XPM is of a lower authority than the user in AccountKit, the applicable field will remain blank upon syncing.
10 July 2017
Major release today:
Franking Account Register
- Ability to create and maintain a franking account register for all of your client's company's.
- Import your historical franking register detail via Excel
- Customise the default types of entries against the franking account.
- Output in Excel or PDF in your practice colours.
- Franking register can be selected from the client list
- For the full help file, follow this link: Franking Register Help
Other Updates
- Equipment finance - changed the default journal entry so as to not show on cash reports.
- Equipment finance - fixed issues with the PDF truncating the table at times.
- Equipment finance - added the ability to export to excel from the action menu within the schedule itself.
- Client Map - Fixed an issue in the proposed diagram where a proposed entity wouldn't appear in the left menu, nor the relationships appear in the right menu;
- Client Map - Fixed a bug where a change of a proposed entity wouldn't then update other associated name fields.
- Client Map - Fixed an issue where the deletion of a proposed entity would generate an error in specific circumstances.
- Client Map - Fixed a bug where selecting an entity and editing the relationships wouldn't show any detail.
- Simple Loan Calculator - Fixed an issue where changing the loan details would sometimes create a divide by zero error.
2 June 2017
Minor release today:
- Shortcut for date fields - previously you had to be very precise in the way that you entered any dates; Now it's flexible and more streamlined - for example, you could enter any of the following and when you tab out, you still end up with 09/06/2017.
- 9
- 09
- 09/6
- 9/6/
- Various improvements to other input fields.
- Dynamic adding of affiliates or contacts upon save
- Select on tabbing out of a field.
- Start typing for the search dialogue to appear.
- Important documents register - Add "New" button so you can streamline adding multiple entries to the register in one sitting.
12 May 2017
Major release today:
Client Map
- Ability to create a proposed, historical or current diagram; Proposed and historical diagrams don't update underlying client data whereas as current diagrams do.
- Current diagrams identify changes to underlying data giving the option to merge the changes to the diagram or save as a historical and add the changes to a new copy of the diagram.
- Ability to add various shapes which are fully customisable and able to have text added and connect with other entities.
- Ability to add new entities to the current diagram, which automatically flows through to your client list and XPM where connected.
- The new toolbar along the top to house the new shape tools along with new buttons to save, zoom in and zoom out plus add new entities.
Other Updates
- Correspondence register - Ability to enter a random phone number into the phone number field without having to add it to your client data.
- Mail register - Ability to enter a random address without having to first add it to a client or contact.
10 April 2017
Various Updates today:
- New Correspondence Type for taking Meeting Minutes has been introduced to the Correspondence register enabling you to track minutes, attendee and apologies.
- Under practice settings, you'll now find a new tab that's just for setting custom defaults on tools as they become available. There you will find the Auto-Entry setting for the equipment finance interest journals. You will also find the setting for altering the method for posting mail register entries.
- In the Mail Register (if you've turned it on in practice settings), you now have an option to enable a single mail entry to have a "received from" date, including "who from" and "actioned" date rather than a separate entry per piece of mail - entirely optional though.
- Moved the ATO lodgement report import into a background process to prevent the page from timing out; Any refreshing of the page would then re-initiate the import process resulting in an endless loop with no imports failing with no feedback
- From the People -> Clients action menu, you can now export a full list of all clients to Excel. Do NOT re-import the client information as it will cause you to duplicate your client list within AccountKit. Primary purposes are so you can do stuff with your client information such as an import into other software or even to provide a focal point for working out where to clean-up your data within AccountKit.
- The mail import template had gone MIA, this has been found and new fields added to cater for the new date received and received from fields recently introduced.
- Tightened up some user permissions issues where users with inappropriate authority levels could get into practice settings.
- Continued refinements to the XPM sync process.
10 March 2017
Major release today:
Equipment Finance
- Ability to create irregular repayment schedules
- Ability to export multiple selected schedules out to Excel at once (useful when exporting all schedules for a family group as a workpaper)
- Ability to do a bulk import of regular repayment schedules for ease of bringing in historical schedules for the practice.
- Expanded the detail of the excel report output from the EF list page so you can get a snapshot of either a family groups schedules or the entire practice.
- We now run an overnight process to check and update any out of balance figures in case new entries have been posted since last checked.
- Fixed the PDF output for schedules - much prettier now.
- Moved the "transactions include tax" checkbox to the purchase asset header.
- We now notify you if you try and post a journal into Xero and the period is locked; Previously it would just sit there and do nothing with no clue as to what's happened.
Other Updates
- Fixed a bug where the date control appeared behind the pop-up when creating a new relationship.
- Fixed an issue where a change of entity type would sometimes generate an error.
- Added Affiliates to the Correspondence Register contact field look-up.
28 January 2017
Various minor updates this past couple of weeks:
Client Map
- An optimised version of the Client Map; Please note that historical maps may not work with the latest version of the tool due to a change in the underlying data, so may require deleting and rebuilding.
- Relationships can be added, edited or deleted directly from within the client map, which then updates XPM.
- Ability to output a high-resolution PNG from the list page for adding to your own documents;
Equipment Finance
- New fields for the Contract # and Registration #
- Various refinements to the logic for collating balances from Xero and the timing thereof; It's now much quicker when building a schedule.
- Print option on the list page.
Other Updates
- The correspondence register email used to appear to come from the person who had sent the message; This was creating issues with the email being blocked by email filter providers like Symantec and Trend Micro without adding to the domain SPF record; To fix this permanently, the email will now appear to come from "AccountKit <correspondence@account-kit.com".
Squashed a variety of bug
- On the equipment finance page, it would sometimes require multiple tabs between fields; These have all been fixed now in that it behaves as it should with one tab between fields.
- Changed the calendar control as there were issues with it not closing upon losing focus.
- Fixed an issue on the Client Detail page where an extra blank line would mean you couldn't search for a new address; Also stopped duplicate addresses appearing.
- Fixed the contact link pop-up in the Client Detail page.
- Various fixes to the sign-up / trial expiry and payment screens and processes.
- Fixed various XPM sync issues with the Partner & Manager.
15 January 2017
Various minor updates this past month:
- Added a new "Reference #" field to the mail register for entering tracking numbers for registered mail or packages that have been couriered.
- Added an option to the Equipment Finance where you can elect not to Post to Xero despite being connected to Xero; Most useful for Xero Ledgers where we don't want monthly journals and out of balance amounts.
- Added a toggle to the mail register to enable custom addresses to be added without requiring them to be first added to AccountKit.
- Users setup as archived upon sync with XPM can now be invited in by selecting each user, editing their details after which you can press the resend invite button.
- When setting up new relationships or upon editing them, you now have the option of setting the direction of the relationship within the pop-up.
- Various refinements to the trial timer and subscription methodologies via Integrapay including a period of grace and notification where there's been a failed payment.
- Added the ability to add a second version of your logo optimised for a dark background; To be used in future themes and an optimised version of the header to come in the coming months.
Squashed a variety of bugs
- Fixed a bug on the client edit page where the address field wouldn't clear properly upon delete, meaning it didn't appear that you could select any other addresses.
- Fixed a bug where the Date of Birth wasn't always syncing with XPM.
- Fixed a bug where each instance of an address in XPM would duplicate within AccountKit; (XPM has a separate address per entity/field, whereas we run a unified address list as seen in the practice settings), so the logic wasn't recognizing duplicates;
- Fixed a bug where various filters within the registers were defaulting to the prior day giving the appearance that some entries weren't being saved.
- Fixed a bug where the colour editor within Internet Explorer showed up as HEX codes.
15 December 2016
Various Minor releases today:
- Syncing of XPM users with AccountKit; Users not yet invited will be added as inactive users.
- Syncing with XPM will now bring in the Partner & Manager rolls
- Fixed a bug where a clients alternate phone number wouldn't show up as an option on the Correspondence Register.
- Fixed a bug where if you got to the Correspondence Register via the favourites menu, and changed message types, it wouldn't let you save.
- Expanded the active client brackets to broaden the number of active clients counted toward each plan.
- Fixed a bug where the timezone would be incorrectly captured on the register pages resulting in the filter filtering out the current day's information by default.
8 December 2016
This week there's been a major release and a series of minor improvements and bug fixes:
Major Release - Automating Equipment Finance.
- You now have the option within practice settings to set Equipment Finance schedules to auto-post overnight; In the morning you'll be greeted with a notification and a report identifying the work done overnight and a list of in balance and out of balance schedules. Now you know your equipment finance schedules are up to date ready for year end or monthly reporting for your clients.
- Refinements to the handling of journals and the visuals across the list schedule pages to make it more intuitive as to the status across your clients.
- Summary report accessible through the Action menu to see a breakdown of the manual and automated interest journal postings.
- Updated the method used to identify when a journal should be made available to post and associated balance dates calculated; Journals and balances are now only available one the payment date has passed to reduce the incidence of our of balance occurrences.
- You can no longer delete schedules once a journal has been posted; Instead you can only archive them.
- Added a "date of last payment" column which you can now sort by; Great for seeing upcoming schedules that are due to expire in the coming months.
Other Updates
- Client map optimisations are still in progress and expected to be completed soon.
- Refined and optimised the mail register address select to make it more snappy; Added switch to enable a custom address to be entered that isn't part of your client address list.
- Fixed a bug that causes the synchronisation with XPM to fail where there's a duplicate group.
27 November 2016
Various minor releases have taken place this last week:
New Tool - Flexible Loan Calculator
- This new tool can be found as an option under the loan calculator page or within the drop-down from the loan tool in the favourites menu.
- With this calculator you can solve for various variables and generate a finance schedule from it.
Major Release - Equipment Finance Improvements:
- Increased functionality to enable separation of unexpired Interest within liabilities and the associated checking of balances of both the loan and unexpired interest accounts each period.
- Enabled posting of interest journals from the list page along with summarising of loan balances and journals ready to post.
- Enabled settings to automatically post interest journals each night with practice settings. (Actual functionality in progress)
- Clarified the appearance of the starting point and opening balance for a pre-existing EF agreement within the payment schedule. Note that this has mean creating a new "Conversion Date" field which dictates where the journals commence and AccountKit starts checking loan balances.
- Fixed bug with the list of equipment finance schedules wouldn't sometimes update when a schedule is deleted.
- Fixed bug where if you selected any of the variable fields the schedule would clear.
- Various other minor visual and behavioural tweaks.
Client Map tool refinements:
- Optimisations to speed up the responsiveness of the Client Map. More to come over the coming weeks aw we work toward taking v1 out of Beta status.
- Exposed Affiliates and Contacts within practice settings so that the default colours can be set for the client map.
- Enabled creating of a relationship between a client and affiliate so that an affiliate can appear within the list of related entities with the client map.
Other Updates
- Billing system has been revamped through an integration with Integrapay enabling payments by Credit Card or Direct Debit. This will come to effect as at the end of November when all subscriptions older than one month will be notified to sign-up.
- You can now edit a client group name from within the client group itself under the actions button.
3 November 2016
Various minor releases have taken place this last week:
Client Map tool refinements:
- Fixed a bug where if you zoomed in or out using the [+] or [-] button then edited any settings, the magnify settings would reset.
- Fixed a bug where new lines added to the canvas would start out as white.
- Fixed a bug where if you have an apostrophe in a client name it would crash.
- Fixed a bug where in some instances client TFN's wouldn't appear.
- Refined issues where the horizontal width would vary despite entities being identical in width.
- Added delete and archive functionality to the client map list screen.
NowInfinity Integration:
- Fixed a bug where the overnight refresh of client data failed.
- Presently pursuing a bug where clients no longer on your ASIC list still appear within AccountKit. In discussion with NowInfinity
Xero Practice Manager
- We're having ongoing System 500 errors when attempting to sync with XPM. It appears to be a broader Xero issue with the change over to AWS.
Other Updates
- You'll note some changes to the layout of the practice settings page; This is in preparation for the revamp of the billing system in the coming weeks.
- Fixed a bug where if you created an alternate company entity type (eg. Trustee Company), AccountKit wouldn't acknowledge the entity as a company and thereby hide the ACN field.
- Fixed a bug where if you connected your accounting practice to practice settings for Xero stats on the dashboard and also for use with the Equipment Finance it would break the connection.
27 September 2016
Key areas focussed on for this release into production include:
- Updated the methods for handling of addresses which contributed to sync issues with XPM.
- Further refinements to the synchronising with XPM to cater for the changes to the handling of addresses and fixing issues with spouse relationships. Of note, a change in AccountKit will be immediately reflected in XPM, whereas changes in XPM will update in AccountKit as follows:
- General client information like name, TFN etc will update every 15 minutes.
- Groups, Addresses, and Relationships only update overnight where we run a full sync (XPM doesn't flag a client as having changed with these fields, so only a forced full sync will bring that data through) OR alternatively you can force a re-sync under the action menu with the client list.
- Fixed a variety of bugs and improved functionality with the following:
- Selecting an address in the mail register with no client selected took you to a blank page.
- Editing a line within the purchase journal within the Equipment Finance Tool would duplicate the line and keep it hidden until reload.
- Where there was no Xero file connected to a client, the Equipment Finance Tool wouldn't show the build schedule or save buttons.
- Fixed some erroneous calculations in the Equipment Finance Tool where the payment wasn't monthly.
- Where there's no due date for an upcoming lodgement in Now Infinity, it would show 01/01/1900; It now shows "no due date".
- A variety of relationship setup issues with the pop-up.
- Refined the client search function on the client pages; Removed the partner and manager from the search query.
- Fixed an issue where a client is part of more than one group, the filter lists on the client group screen would return duplicate copies of the records for each tool. Also corrected an issue where the number / unordered lists where appearing off the side of the screen.
- Various visual refinements.
14 September 2016
Key areas focussed on for this release into production include:
- Synchronising with XPM has had some work done to ensure the import doesn't fail should it come across some interesting data. Please ensure you do a full update by going to People -> Clients Tab -> Actions Button -> Update all clients from XPM. Upon completion, you'll receive a notification and a link to any exceptions. Note that some of these exceptions with respect to unknown cities can be ignored.
- Further refinements to the Inter-entity loan tool. Note that there are more optimisations to come and a bug where the GST code won't show at times on a create entry.
- Please email support@account-kit.com if you're having any issues that we haven't picked up on.
13 September 2016
Key areas focused on for this release into production include:
- Some fixes with duplicate names causing the XPM sync to fail. Further refinements are being worked on to ensure a failed import returns a sensible error message.
- Optimisations to the Inter-entity loan tool to separate the setup from the reconciliation page;
- Addition of a start date for the Inter-entity loan tool so as to not get all transactions available; Checks that the balances reconcile as at the starting date. We're hunting down a current bug that sometimes causes the collecting of transactions to fail. Create and match transactions are now also generating an error. Recommend you stay away from this for the moment.
- Similarly, the Equipment finance schedule is generating some interesting numbers when you use a payment period other than monthly. Monthly is working perfectly;
- Fixed an issue where the relationship count number on the client detail page would show more than actually exist.
- Fixed the placeholder text on all input fields to be the tenant highlight colour.
- Please email support@account-kit.com if you're having any issues that we haven't picked up on.
7 September 2016
Key areas focussed on for this release into production ready for Xerocon South include:
- Further refinements to the Inter-entity loan tool
- A temporary early release of the Business Structure diagram for demonstration purposes.
- Finalised the last of the help system.
- Squashed some bugs with the integration with NowInfinity due to changes to the API breaking the current lodgement status.
31 July 2016
Key areas focussed on for this release into production include:
- Fixed issues with Inter-entity loan tool failing upon Xero tokens not being renewed.
- Further refinements to the visuals for the Inter-entity loan tool.
- Fixed some logic that would cause the buttons not appear within the Equipment finance.
- Fleshed out more of the help systems
24 June 2016
Today we launched, albeit quietly as we seek to polish each of the screens making everything pixel perfect. Key areas covered in today's release include:
- Fixes to a number of the icons and their CSS on some of the more obscure pages.
- Filter functions on all client pages now cover all fields.
- Merge function now enables merging of duplicate entries between people types - ie. client, prospect, affiliate and contact.
- Refinements to the aesthetics of the Inter-entity loan tool
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