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Latest Releases

In case you closed the latest What's New prompt within AccountKit, or just want to be sure you don't miss the next "What's New" Webinar, these links will take you the appropriate pages to catch up or register for the next event.

 

30th April 2025

What's New Webinar

Our focus for the month

Where oh where has this past month gone?  Too many public holidays it seems (is that a thing?).

  • Quality of life
    • Shared Toolbar - Collaboration (coming soon)
      Soon you'll have access to a new collaboration icon on the shared toolbar. Think of it like leaving comments within a document, but it's available everywhere across all tools. You can leave notes, images and even mention people that will notify them in any way you choose. That way you have collaboration always in context.
    • Go to Summary page for clients
      Previously you only had shortcuts to the summary page for Groups, now we've given you direct access to the summary page for individual clients, accessible from the client list, global search and the top of the client detail page. Anywhere you see this icon...
      • Global Search
      • Client List
      • Client Detail

  • Workflow
    • Enhancements
      • Allow emoji's to be used in the task description field utilising <windows key><.>; (enabled in all areas)
      • Allow the ability to paste images into the comments areas.
    • Bugs
      • Fixed an issue with the height of task list inside the template when there's lots of text, especially in the short form work instructions.
  • Document Management
    • Enhancements
      • Enable a prompt to save changes upon closing PDF's (so you don't lose your changes)
      • Removed the save button from the specific document editor area, as it just outputs as "document"
      • Implement an expand and collapse icon in the sidebar including detecting screen width for appropriate width;
      • Add two functions to the save button so you have the option to save and close, or save and keep working.
      • Detect upon save-as for existing files and append suffix after the file name.
    • Bugs
      • Fixed a bug where after the first drag and drop of a document, the second document doesn't behave.
  • Account Reconciler (closed beta)
    • Enhancements
      • Update auto-match to match on Contact.
      • Various optimisations to speed up the loading of the list view.
      • Initial pre-work on the AR Summary and Detail Pages for printing.
    • Bugs
      • Fixed a bug where selecting a transaction sometimes would then immediately de-select.
      • Many bugs resolved!
  • Other 
    • Enhancements
      • Email Extension
        • Enabled exporting of emails to .eml format for Gmail and Outlook.
        • Added new icon for .eml file
        • Updated all DMS icons to SVG
      • Printing - Re-write of a new global print block for initial use here, but to be rolled out to all tools.
        • Ability to set page margins to paginate properly whilst allowing for full-width gradient strip with the practice colours.
        • Ability to print the google fonts like in app.
        • Use CM's instead of Pixels to make sure spacing is correct in different DPI's.
        • Support for 2 export options - export what you see and print-in-background.
        • Ability to show page number
      • Clients - Fixed a bug that would at times create duplicate groups in XPM (which would create issues in the Client Map); A fix was run to fix any duplicate groups for all tenants.
      • Business Names - Create a new option to export business names in a separate excel file.
      • Teams - Modifying scopes and functionality to enable posting to individual people, rather than a channel (like Slack)
      • Xero Sync
        • Updates to cater for larger journal page size changes.
        • Further refinement to the syncing process.
    • Bugs
      • Xero Sync - Bug fixes to resolve some missing data issues with the new sync.
      • Workflow - Fixed an issue where when completing a checklist, if the task group still has an uncompleted task that is hidden, it wouldn't then mark the task group as completed.
      • ATO Statistics
        • Fixed a bug that was causing all TFN's to unencrypt upon loading the report pages, rather than just those in view (caused timeouts)
        • Fixed an issue where clicking through from the table view, the number of records in the list wouldn't be the same (due to changes to the encryption methodology)

 

 

31st March 2025

What's New Webinar

  • No webinar this month

Our focus for the month

We've all but completed the next round of significant improvements to the Correspondence Register, but otherwise have been focused on a myriad of improvements and bug fixes across all areas of AccountKit.

  • Account Reconciler (closed beta)
    • Enhancements
      • Added ability to show / hide tracking categories.
      • Optimisations to speed up the opening of the list and detail views.
      • Broadening of the [F] search function to cover new fields.
      • Linking of files now goes to the clients default folder.
      • Many behavioral improvements when selecting different options from the summary page.
      • Added ability to remember group by and displayed columns per user.
      • Enable click and drag to select multiple lines.
    • Bugs
      • Many bugs resolved!
  • Correspondence Register & Email Extension
    • Enhancements
      • Update width of all menus to utilise the maximum gmail default of 300px.
      • New functionality to Reply / Reply All / Forward emails.
        • Creates a new draft record including the prior emails
        • Includes any attachments as required
        • Includes a link back to the original record.
      • Enable the ability to Delegate email sending.
        • From field only shows users with a valid connected email.
        • Users can define who can have authority to send on their behalf under their user profile
        • If the From user is different from the current user, the send button only enables if the user has delegated authority.
        • Added a new filter to enable filtering by "From" - eg. so that partners can find draft emails prepared on their behalf.
      • Updated the logic to be more consistent around the Send / Save button.
      • Enabled entering of custom emails (ie. not in AccountKit) for CC and BCC
      • Appending of attachments to the bottom of assigned emails including whether saved or not and applicable path.
      • Enable handling of attachments manually added outside of the DMS.
      • Combine the "Sent to" and "Email" fields to "To" with multi-address support to reflect normal email utilisation.
    • Bugs
      • General
        • Fixed a bug where if a message has many attachments, it can make the URL too long causing the save to fail.
      • Gmail specific bug fixes.
        • To field appearing empty when email manually added.
        • Weird characters showing up for specific characters in Correspondence Register
        • Fixed windows emoji's showing up as "???"
        • Logo image not showing up in Correspondence Register when sent from Gmail.
        • Blank correspondence register entry appearing when no client is selected in email extension.
      • Outlook specific
        • Fixed an issue that wrongly detects an email as assigned when it is not; Related to duplicated message ID's in Outlook; Modified to utilise Internet Message ID instead.
        • Fixed Login by Xero no longer working with Outlook.
        • Fixed a bug where if an email is assigned to the Correspondence Register, then moved to another folder, then unassigned, it may generate an error.
        • Enable the ability to save emails as ".eml" to the DMS
      • Apple specific
        • Fixed an error when attempting to "Login by Xero"

 

  • Other 
    • Enhancements
      • Collaboration (ie. ability to leave a note against anything in AccountKit)
        • Adding to the shared toolbar
        • Ability to push to the right side of a tool so all communication visible
        • Ability to mention users
        • Ability to select how users are notified when mentioned.
        • Ability to add images + preview full size.
        • Keyboard shortcuts
        • Lots of visual refinements
      • Xero Sync
        • Ongoing roll out of the new(ish) Xero sync process (40%)
        • New processes to sync in full tracking categories
        • New processes to sync in new fields (contacts, reference etc)
      • Clients
        • Modify the client export / import process to deal with group names that have a comma.
        • Added a confirmation dialogue for bulk archive / unarchive (to prevent the mess that can happen if someone accidentally archives a bunch of clients)
      • DMS
        • Enable opening of xlsm files on desktop.
        • Enable pre-filtering where a client group is selected first (ie. the entity list shows just those in the group)
      • Integrations
        • Updated logic for disconnecting NowInfinity for tenants that connected NowInfinity, but then downgraded to Compliance Tier.
    • Bugs
      • Workflow
        • Modified opening of linked correspondence in an i-frame (otherwise upon load, conflicting CSS messes up the whole page layout)
        • Opening a linked reminder modified to open the specific reminder modal, not the full task.
        • Fixed a bug where closing a reminder without changing anything would blank it out
        • Fixed a bug where if you have a checklist inside a subtask that isn't part of the group, it has issues with that checklist appearing in parent list.
        • Fixed the visuals where a comment has long text causing the visuals to look bad.
        • Enable the ability to paste images into comments.
        • Fixed an issue causing notifications to show 3 times.
      • ATO stats
        • Fixed a bug preventing reports being exported.
        • Fixed a bug preventing the import to work where there is content in the "Flexible" columns.
      • Fuel Tax Credits - Fixed an issue where if a fuel type is not selected, do not show the units (eg. L or KG)
      • Filters - Fixed a bug where if a user selects a date range, but then clear it, the view didn't save it properly into the database, thereby breaking the view. Eg. This could cause the "My Work" view to stop working correctly.

 

 

28th February 2025

What's New Webinar

Our focus for the month

This month it's all around refinements to the Correspondence Register, tightening up our capabilities in how we communicate with our clients whilst working with our Penetration Testing partners to resolve issues raised through our annual testing.

  • Account Reconciler (closed beta)
    • Enhancements
      • Refinements to show contacts / references and tracking categories in connection to new Xero sync functionality.
      • Optimisations to speed up load times when changing view options.
    • Bugs
      • Fixed an issue where the header overlapped the first row of the accounts list.
  • Correspondence Register & Email Extension
    • Enhancements
      • Continue re-writing of the notifications across all notification types.
      • Modify database for new functionality - Ability to store multiple recipients for each record - incoming and outgoing.
      • Enable sorting by the status column.
      • Enable filtering by draft enable saving to draft.
      • Email Extension
        • Append the attachment names to the end of the message when assigning to the register.
        • Embed the login page when authorising the connection to resolve an authentication issues with Macs. Required modifications to the sign-in with Xero;
      • Emails
        • Remove the date and time entry ability, since they are auto-set upon send.
        • Revise the layout a touch including location of incoming / outgoing
        • Modify the list view to show the primary contact and "x more" for other contacts emailed including BCC and CC.
        • Enable assigning a blank email where there are only attachments and no content.
        • Removed the client type descriptor when sending emails (eg. (contact), (client) etc)
        • Add ability to send to customer emails that don't exist in the client or contact list.
        • Updated the email select to a short list based on the Contact first , then the group of the entity selected, then looking across all emails.
        • Added a check to confirm if the email account token is valid; If not, the email option is disabled.
      • Export
        • PDF - When exporting an email, the “creator” of the record is shown as the sender… BUT it should be the actual sender. (eg. one employee drafts the email, then the partner reviews and sends). Also fixed for SMS.
        • PDF - confirm all recipients are included “To, CC, BCC”.
        • When exporting correspondence, the file naming convention is generic and unrelated to the item. New naming convention is: Email - 20250212 - Bull Family Trust - John Smith.pdf
        • Re-establish the list export like we used to have for mail labels under the old UI. Re-establish the list export to excel based on what can be seen.
      • General - Add ability to enter random phone numbers that don't exist in client records
    • Bugs
      • Fixed a bug that mean when MS Teams was unselected, the channels and users don't also clear.
      • Fixed an issue where SVG images would disappear, requiring a component to convert SVG to PNG before send.
      • Fixed a bug where the backgrounds won't show in Outlook Desktop
      • Fixed a bug preventing a search by text that contains a single quote

 

  • Other 
    • Enhancements
      • Xero Sync - Building out capabilities for syncing and storing of Contact and Reference details across all of the different transaction types (Prepayments, overpayments, invoices, creditnotes, bank transactions etc.
      • Xero Sync - Continue with roll out of the new Xery Sync across tenants including updating data structures.
      • Inter-entity Loan - Further refinements to the list view to speed up the load time.
      • General - Made a modification to all sub-menu actions to avoid multiple calls per click
    • Bugs
      • Amortisation Scheduler - Fixed a bug where the adjustment journal for the opening balance can be back to front depending on the setup of the schedule.
      • ATO Graph - Fixed a bug with the new graph component causing the mouse-over comparative values to disappear.
      • General - Fixed a visual issue where legacy menus were too skinny.
      • Knowledge Centre - Fixed visual issue where the user and title were greyed out upon export.
      • Professional Development Register / Knowledge Centre / Important Items Register - Fixed a bug preventing images to save with new records.
      • Workflow
        • Fixed an issue where the cursor was no longer showing in the comments areas.
        • Fixed an issue where if there amore than 10 repeats, the list overflows meaning you can't access those beyond.
        • Fixed a bug where the linked record client name in workflow don't appear.
        • Fixed a bug that at times would cause carry forward notes to no longer carry forward - usually if a task was created from a template, but not via a repeat.

 

 

 

31st January 2025

What's New Webinar

Our focus for the month

After a busy 12 months, the whole team have taken substantial time to rest and recuperate ready for a new and exciting 2025. So the outcomes below are a little skinny this past month.

  • Account Reconciler (closed beta)
    • Enhancements
      • Enabled direct URL capability (ie. despite being in a frame, you can copy a shortcut and link to a specific account.

 

  • Correspondence Register & Email Extension
    • Enhancements
      • Continue working on refining all correspondence types with all notifications for consistency (there are a lot!)
    • Bugs
      • Extension - Fixed an issue that would cause the "share with" area to reload every times there's a change in full screen compose mode in Gmail.
      • Extension - Capture modifications to emails (including attachments) when sent without using insert from AK;  Includes option to save back an attachment to the DMS upon send.
      • Extension - Implement logic to prevent sent messages being saved as blank due to an invalid token.

 

  • Other 
    • Enhancements
      • Workflow - Enable the creation of multiple completed status in the status flows.
      • General - Rolled through global table logging for all modules for capturing bulk archive, unarchive and delete.
      • Annature & FuseSign - implement logic to prevent regular notifications due to a failed webhook event.
      • FuseSign - Enable new upload API for better performance with file uploads.
      • Simply the AccountKit Sign-up page including validation of location and phone number.
      • Subscription page - modified fields to make it clearer around minimum users and how impacted by a micro tier coupon.
    • Bugs
      • Fixed a bug that would cause user permissions not being obeyed in specific circumstances.
      • Fixed a bug that would in specific circumstances enable deletion of schedules in bulk from the client group page (only admins).
      • IEL - fixed a bug causing fields to wrap in the reports for large numbers.
      • FTC - fixed a bug that caused line quantity amounts to reset to zero.
      • Client - fixed a bug with the import process for updating client authorities including the update of partners and managers to XPM.

 

 

 

Historical Latest Releases

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

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