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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.

What's New:

 

30th June 2026

What's New Webinar

Our focus for the month

End of financial year polish and refinements.

  • Correspondence Register (Bulk Email & associated) [Closed Beta]
    • Enhancements
      • Updated validations to occur upon pressing a button, not automatically upon entering the applicable tab.
      • Adding padlock icons to communicate lock status base on subscription tier.
      • Show tags, repeat count and date in the list
      • Optimisations to the send process to sent in user packs, enabling multiple sends per one user token.
      • Ability to send individual test message. (Should be available by publish)
    • Bugs
      •  

 

  • Account Reconciler [Released to Open Beta]
    Available to the public, but optimisations to come for high volume transaction accounts.
    • Enhancements
      • Now released to open beta (finally)
      • Modifications to the logic for changing accounts - now the current month takes precedence, rather than the unreconciled status of an account.
      • Reduced the number of accounts visible in the account list view to speed.
      • Overhaul the "Balance Method" to align functionality and behaviour to the clearing account methodology. ie. You must select transactions to reconcile BUT no requirement for them to net to zero. Full toolbar is now available as well.
      • Support for the new separate reference and source number fields (changed in the Xero API) including new columns and search by invoice.
      • Added new "Last verified" details to top of each account.
      • Modifications to support Quickbooks structures
    • Bugs
      • Partially fixed an issue where if you have a note on a transaction, and the data is refreshed with a change from Xero, the note disappears. This is proving challenging to fix for all scenarios.

 

  • Workflow | Partner Templates [Full Release]
    • Enhancements
      • Now released
    • Bugs
      • Fixed a bug where a new favourite wouldn't appear in the available tabs until the page was reloaded.
      • Fixed a bug causing the repeat label to show as blank in workflow templates and text templates, despite the value actually being in the database.
      • Fixed an error generated when viewing old workflow template repeats.

 

  • Other
    • Enhancements
      • Xero sync
        • Implemented support for the now split InvoiceNumber and SourceNumber attributes.
        • Update to identify base currency and accordingly show the correct currency in the tools.
      • Correspondence & Clients - Updated to handle UUID rather than numeric ID
      • Multi-factor authentication - Better handling of multi-office MFA and password updates.
    • Bugs
      • Correspondence Register
        • Fixed issue where "reply all" only showed one email.
        • Fixed an issue where the subject line wouldn't populate from templates.
      • Equipment Finance - Fixed issue with export to excel
      • Xero sync - Fixed a bug that would causes a false integration error where there are no manual journals available to import.
      • Views - Fixed a bug where the underline would show on the wrong view across tools.

 

  • In Progress
    • Enhancements
      • Multi-region Support (for supporting UK)
        • Update all tools and exports to support tenant currency
        • Hiding and showing tools applicable to regions.
        • Updating pricing modules
        • Rewrite default business structures to support multi-region. 
        • Update workflow to support default lists by region (Workflow type, status, priority, flows, roles, status)
        • Update sign up page to return default currency based on location.
        • Detect and update timezone by location, default date format and financial year month start.
        • Detect and turn off irrelevant tools and integrations by region.
      • UK Specific updates
        • ACN updated to Company Number
        • Change address labels.
        • TFN to UTR nunber
        • Hiding of ABN and director ID
      • XPM - v3.1 upgrade from v3.0 API
        • Initial support for custom fields
      • API
        • Meetings endpoints including get meeting record by UUID
        • Functions to search clients, contacts and users by emails
        • Implement error handling
        • Add actions to add a DMS link to a correspondence record.
        • Detect key ID to identify partner for collation of applicable records.
        • Add partner logos to the Correspondence Register.
      • Intuit Quickbooks integration
        • Support for generic accounting integration icon, where no integration found.
        • Fixed issues with first connect and import.
        • Continue support for Inter-entity loan - adjustment journal; support for two QB journal types (Manual and ManJournal)
        • Initial support for the Amortisation Scheduler.
      • ATO integration
        • Successful connection and return of Annual Lodgement Statistics
        • Successful connection and return of deferred reports.

 

 

 

31st May 2026

What's New Webinar

Our focus for the month

Polish and refinements coupled with the foundations for our API

  • Correspondence Register (Bulk Email & associated) [Closed Beta]
    • Enhancements
      • Add 2 more placeholders: {{client_list_text}} and {{client_list_bullet}}
      • Ability to trigger placeholders by pressing "{" or "{{"  (also applied to workflow as well)
      • Added in beta flags and padlocks for access based on subscription tier.
      • Moved bulk messaging into its own menu item.
      • Modified validation to occur upon pressing of a button, not upon opening the tab.
      • Clients - Implement ability to define a Primary Group in the client group edit pop-up + client group field. (This ensures when a client or contact is selected, it knows which group to refer to if the client group placeholder is used); If not set, it assumes the first client group is the primary.
      • Add overflow menu items for archive, restore, duplicate and delete.
      • Show tags, repeat count and date in the list
      • Layout tweaks & many bug fixes across the board...

 

  • Workflow | Partner Templates [Coming soon]
    • Enhancements
      • Add ability to show partner templates (Eg. The Gap)
      • These who up in the AK Templates area, grouped under the heading of the partner.
      • Upon utilisation, the logo also appears within the template.
      • Ability to search by partner
      • Implement utilisation stats.

 

  • Other
    • Enhancements
      • Workflow - added ability to show many favourited views + drop-down based on screen size.
      • Equipment finance
        • EF List modifications for Average balance for Irregular schedules.
      • Knowledge Centre - Added a copy link icon to the top right corner.
    • Bugs
      • XPM sync - Fixed a bug where setting a contact as primary, the email and phone where removed in XPM, which then removed back in AccountKit.
      • Client Map - Fixed a bug where individual lines would cause the map save to fail.
      • Equipment Finance - Fixed a bug with recent changes to the Summary report.
      • Knowledge Centre - Fixed a bug where the direct links stopped working.
      • Account Reconciler - Preliminary fix to a bug where if a transaction changes in Xero, the associated note in the AR tool disappears;  Won't fix all instances, but will capture most.

 

  • In Progress
    • Enhancements
      • XPM - v3.1 upgrade from v3.0 API
        • Add UUID fields to client, client group, users and correspondence tables.
        • Functionality to ensure both numeric ID and UUID works for all end points.
        • Support for modified_after, include_archived.
        • Support for paging records.
      • API
        • Build out base API functionality for clients, client groups and meetings (in the CR tool)
        • Add relevant components for Vinyl, The Gap and Brieff into practice settings.
      • Intuit Quickbooks integration
        • Support for Intuit icon and different colour icons representing sync status.
        • Support for journals and voiding.
        • Completed upgrades to Fuel Tax Credit tool
        • Commenced upgrades to the Inter-entity loan tool
      • ATO integration
        • ebMS client creation for AS4 ebMS specification requirements for newer ATO end points.

 

 

30th April 2026

What's New Webinar

Our focus for the month

Some magic created ready to send out messages in bulk to our clients!

  • Correspondence Register (Bulk Email & associated) [Closed Beta]
    • Enhancements
      • Added the Calibri Font to the font list (for Kerrie Flood)
      • Rewrite the place holders in WF from pattern [FinYear] to the new pattern {{FinYear}} (pushed change through all tenants)
      • Added button for insertion of placeholder into the subject line or body
      • Added new placeholders from workflow (note they all support "+" and "-"
        • {{client_group_name}} - pickups the primary group for the select contact
        • {{client_group_list}} - pickups all client groups associated with the selected contact.
        • {{client_list_text}} - picks up all clients in the primary group for the selected contact.
        • {{client_list_bullet}} - picks up all clients in the primary group for the selected contact and formats with bullet points.
        • {{year}} - Current calendar year in format YYYY
        • {{yearshort}} - Current calendar year in format yy
        • {{quarternum}} - Quarter number within the calendar year eg. "July to August" is 03 (ie. Quarter 3 for the year)
        • {{month}} - Current month in full format; eg. September
        • {{monthnum}} - Current month in numerical format; eg. 09 for September
        • {{monthshort}} - Current month in short forms; eg. Sept
        • {{finyear}} - Current financial year in format yyyy. eg. If today is within the July 2025 - June 2026, it returns 2026.
        • {{finyearshort}} - Current financial year in format yy. eg. If today is within the July 2025 - June 2026, it returns 26.
        • {{finquarternum}} - Quarter number within the financial year; eg. July to August in AU   is 01
        • {{today}} - Current day in numberical format. eg. 14
      • Enable real-time update of the preview as changes are made to the template.
      • Disable saving where users haven't selected the client filter and "from" user.
      • Building of a comprehensive validation tab for testing relevant settings to help prevent the failure of any sending of bulk emails.
        • Primary contact
        • Other assignment (eg. partner, manager, practice authority)
        • User connection to email valid
        • Ability to click to open clients to fix issues with a refresh icon to re-validate again.
      • Created the ability to send a test email before finalising the draft.
      • Ability to send a scheduled email as draft
        • This can then be sent from the users drafts in their email OR sent from AccountKit.
        • Updates made from Outlook update the correspondence register entry and vice-versa.
      • Text templates improvements
        • Change layout to make it easier to read where you have lots of templates;
        • Added the description to the list.
        • Added the ability to preview changes to the template as you make them.
        • Added the ability to quick search.
      • Added ability to enable / disable within practice settings
      • Linked up to applicable subscription tier
      • Updates to the gmail integration for supporting bulk email.
      • SMS to come after we've given this closed beta a good thrashing.

 

  • Other
    • Enhancements
      • Account Reconciler - Added arrows either side of the account to quick switch between accounts.
      • Knowledge Centre - Refinements to visuals after last months re-write.
      • Equipment Finance - Enable switching of label for liability from non-current liability where the loan duration is less than 12 months
    • Bugs
      • Knowledge Centre
        • Fixed a bug that caused sections to duplicate.
        • Run fixes over tenants with conversion issues.
      • Equipment Finance - Fixed reporting to correctly allocate current / non-current splits particularly around 12 month contracts.
      • Workflow
        • Fix repeating logic that got broken when implementing the bulk messaging.
      • Client Map
        • fixed issue with first name / last name where fields aren't populated out of XPM.
        • Fixed issue with arrows going into the side of reversed order rendering where individuals are grouped.
      • Xero Connection - fixed issues with bulk connection after releasing out of closed beta.

 

  • In Progress
    • Enhancements
      • Intuit Quickbooks integration
        • Currency preferences from company settings.
        • Journal posting and data update in AK
        • Reconciliation testing.
      • ATO integration
        • Service call testing with retrieved tokens.
        • Xbrl document creation and retrieval for service requests.
        • Validation of the list service for lodgement reporting.
        • ebMS client creation for AS4 ebMS specification requirements for newer ATO end points.

 

 

31st March 2026

What's New Webinar

Our focus for the month

Another short month as we take a breath while the accounting industry pauses for a moment.

  • Knowledge Centre
    • Enhancements
      • Massive re-write of the outline component to optimise the performance significantly and eradicate the bugs.
      • Introduction of a search function
      • Tooltip to show full detail upon hover (in case the name is too wide)
    • Bugs
      • Various bugs were fixed with scrolling and other issues prior to the re-write.

 

  • Workflow
    • Enhancements
      • Implement grouping in the timeline view - perfect for planning work across the whole year, move multiple entities start dates and assignee.
        • Group by option added to timeline.
        • Ability to drag to a different person and all grouped tasks update
        • Ability to drag to a different time period and all grouped tasks times update.
        • Ability to expand the group and open sub-tasks.
        • Honours the different parent grouping (eg. by assignee, worktype etc)
    • Bugs
      • Fixed a bug where drag and drop fails in the task planner after creating a new task.

 

  • Document Management
    • Enhancements
      • Implement smart redacting - TFN's, dates of birth etc. [BETA]
      • Modal to choose from predefined patterns.
      • Enabled resize and moving of linked document preview across all areas.
      • Enable dragging of single / multiple files into a folder.
      • Hold ctrl to copy documents.
      • Adjustments to visuals in the email extension for Bulk update.
    • Bugs
      • When selecting one file, the bulk select shouldn't download the file in a zip.

 

  • Client Map
    • Enhancements
      • New ability to flip the auto-build order.
      • Modifications to the auto-build menu.
    • Bugs
      • Fixed a bug that would causes shapes to not persist after save at times.

 

  • Other
    • Enhancements
      • Client search - Significant improvements
        • More than 2 words it searches for the whole string; OR
        • You can utilise "    " to search for a whole string.
      • Account Reconciler - added arrows to the account select for quick change between accounts.
    • Bugs
      • Correspondence Register
        • Fix issue where inserting a signature via a text template in Outlook it makes the logo too small. (This is actually hugely complex!  Thankyou Microsoft)
        • Fixed the <p> tag to correct inline styles for vertical height to show a top margin.
        • Fixed an issue where assigned emails with attachments aren't showing at the end of the content.
        • Fixed a bug that when sending from Outlook, it assigns 2 labels "Assigned to AccountKit"
      • Account Reconciler
        • Fixed a bug preventing the transaction page not updating upon adding / removing of a note.
        • Fixed an issue enabling the date picker to select dates prior to the conversion date.
      • Penetration testing - working through and resolving issues raised through our annual penetration testing.

 

  • In Progress
    • Enhancements
      • Bulk Email & SMS
        • Re-write the placeholders to make them consistent across workflow, text templates utilising {{ }} instead.
        • Adding of new placeholders:
          • {{Date+20}} - return the next or previous x days.
          • {{ClientOther}} - returns the "other" field of a client entity - eg. Box link.
        • Refactor workflow templates to enable utilising the same component for bulk templates.
      • Intuit Quickbooks integration - Continues to be worked on.
        • Optimisations for syncing of data
        • Evaluating load on demand (not possible across Quickbooks or Xero)
        • Aligning synced data with the general ledger in the Account Reconciler.
        • Creation of icon and deep links across all areas.
        • Work around global tax codes
        • Base work for journals and voiding.
      • ATO integration - Continues to be worked on.

 

 

28th February 2026

What's New Webinar

Our focus for the month

Another short month as we take a breath while the accounting industry pauses for a moment.

  • Workflow
    • Enhancements
      • Added a workflow setting to auto-assign a task to the next allocated person upon completion.
      • Added a new timer mode for timesheets - pause, start, finish auto-populates the time entries.
      • Added the ability to group multiple tasks belonging to a family group (this is huge); This enables re-scheduling / allocating tasks across family groups in bulk in a visual way. Great for when a teammember moves on or at the start of year when planning out your work.
    • Bugs
      • Fixed a bug that would cause restricted access groups to fail at times.

 

  • Account Reconciler (OPEN BETA)
    Open beta is going well, only resulting in a few fixes, but some super valuable additions! 
    • Enhancements
      • Added the collaboration functionality
      • Added a (?) tooltip to assist with explaining the logic for "last reconciled period"
    • Bugs
      • If you save a note, then go back and edit it, it doesn't update in the transaction listing until the page is reloaded.
      • Fixed an issue where the notes would go off the left side of the screen
      • Fixed a bug that cause the summary tab to incorrectly show the status.
      • Fixed a bug where the PDF export would be in correct where there's an annual cadence. 

 

  • Document Management
    • Enhancements
      • The Pop-up for any files or previews should pin on the top left with resizing by the bottom right.
      • Enabled redacting of words or by area to the PDF editor.
      • Added the ability to download files in bulk (zips them)
      • Enabled the bulk toolbar, even if only one file is selected.
      • Added functionality to delete, copy or move files or folders in bulk.
      • Added the ability to save down the signing certificate for Annature. Eg. Envelope name (Certificate - Signed 17-02-2026).pdf
    • Bugs
      • Fixed an issue where Export to DMS does not show the “Select folder” button in compliance tools except Div7a.
      • Fixed a bug where you can't export to excel when using the advanced filter.

 

  • Other
    • Enhancements
      • Collaboration - modified the mentions subject line when received via email (resulting in a list of not useful mentions. We've changed as follows.
        • OLD: “You were mentioned by Paul Murray”
        • NOW: MENTION: by Paul Murray | Bull Antics Pty Ltd | Workflow | 2025/26 Tax Work
      • Client Detail - Added a new relationship type for Appointer.
  • Bugs
    • Equipment Finance
      • Fixed a bug with refinanced loan purchase journal posting.
      • Fixed a bug where the interest rate on irregular schedules were shown incorrectly.
    • Fuel Tax Credits - fixed a bug where the client name wouldn't print correctly to PDF where there's a "&" in the client name.
    • XPM Integration - Fixed an issue causing a 409 Conflict when updating a contact that belongs to multiple clients.
    • Correpondence Register - Fixed an issue to prevent saving of records it the date isn't in the correct format.
    • Outlook integration - Fixed an issue where emails wouldn't work if their email domain was outlook.cloud.microsoft.
    • Gmail integration
      • Fixed a bug causing file saves to fail where saving from a thread.
      • Fixed a bug where at times the To and From would show incorrect information.

 

 

31st January 2026

What's New Webinar

Our focus for the month

Another short month as we take a breath while the accounting industry pauses for a moment.

  • Workflow
    • Enhancements
      • Optimisations to the loading of the list view when switching from cardwall view.
      • IN-PROGRESS - Initial works for the timesheet timer - start, pause, resume, stop + handling of shut down or restarting of the browser.
    • Bugs
      • Fixed a bug causing comments to load twice, impacting performance.
      • Fixed a bug where an item disappears when creating a new task group, but then drag a checklist item into it, despite it actually still being there.
      • Fixed some drag and drop bugs

 

  • Account Reconciler (OPEN BETA)
    Open beta is going well, only resulting in a few fixes, but some super valuable additions! 
    • Enhancements
      • Updated the account list to show actual balances, rather than waiting for the values to be verified first before populating.
      • Added the ability to save notes against individual transactions which is useful to identify details for future reference. Eg. disbursement invoiced next month.
      • Added an option to settings to toggle visibility on and off for notes.
      • Added notes to the export to excel and PDF.
    • Bugs
      • Optimisations for performance
  • Other
    • Enhancements
      • Document Management - Updated the document preview modal to enable resizing and moving. Useful when needing to compare balances in the Account Reconciler and the preview gets in the way!
      • Correspondence Register
        • Fixed issue with To and From showing incorrectly in Gmail
        • Fixed issue with Email status for outgoing and incoming being incorrect in gmail.
        • Enabled functionality to show .ics (meeting) embedded in emails rather than having them as blank.
    • Bugs
      • Xero integration - Working with Xero to resolve some syncing matters with duplicated and missing journals.
      • Correspondence - Further fixes for occurrences of blank emails in the correspondence register from Gmail

 

 

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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