Latest Releases (Historical - 2025) – AccountKit Support Center

31st December 2025

What's New Webinar

No webinar held

Our focus for the month

Short month with plenty of little tweaks to be had.

Workflow
- Enhancements
  - Enable sorting by assigned, priority and status..
  - Added a progress counter (eg. 4 of 10) for tasks and sub-tasks + visual progress bar indicator.
  - Bulk update
    - Removed ability to bulk delete for all users except for Practice Admin and Super Admin
    - Added ability to bulk change "add to projects" and "add to daily plan"
    - Added a scrollbar for smaller screens
  - Enabled the ability to only show subtasks in a view.
- Bugs
  - Fixed a bug where custom repeating tasks inside custom repeating groups are not being created + fixing of legacy data.
  - Fixed the name preview in the repeating detail pop-up to be the next repeating date rather than the current date.
  - Fixed an issue where if you put more than 250 characters into a checklist / task name, it won't save. It now will save up to the character limit.
  - Fixed a bug where a user edits a task name and hits delete or backspace, you cannot edit the task name anymore.
  - Fixed a bug where if two statuses are updated, then the page is reloaded, one task will reset, despite being correct in the database.
  - Fixed an issue where if there is no tasks in a daily plan, the introduction message overflows the window.
  - Fixed an issue where if you tick off tasks too fast, they don't always disappear.

Account Reconciler (OPEN BETA)
Focus here has been around some initial re-writing of some of the logics, for while it is flexible, it creates confusion during utilisation.
- Enhancements
  - In the ledger view, enable showing of reconciled transaction detail upon click of reconciled transactions.
  - Add the ability to "Go to reconciled entry" when viewing "show reconciled data" showing reconciled information and selecting the applicable transactions.
  - Optimisations and late load for main schedule page.
  - Optimisations for accounts with lots of transactions.
  - Added ability and expanded functionality for the export across clearing and balance methods to PDF and excel.
  - Enabled workflow link to link to account detail pages (made this a global function)
  - Creation of history tracking for all main actions.
  - Add text "Select accounts" next to the cog to make it more obvious where accounts are added.
  - Added a history icon next to the verification area.
- Bugs
  - Fixed a bug where a reload of the page would take you to the account list and not the last detailed schedule accessed.
  - Fixed a bug where modifying verifications or posting journals don't update the status page without a reload.
  - Fixed a bug where refreshing Xero data didn't automatically update the details in the transaction list.
  - Fixed a bug where a group separator (eg. the "," in 1,000) would cause the journals to not calculate or validate ready for posting.
  - Fixed an issue that would cause the entire page to flash and reload when adding a new account.
  - Fixed a n export bug where a verified balance of "0" showed as "not verified".
  - Fixed the minimise function for views.
  - Fixed an issue causing reconciled transactions sometimes appearing red in future periods.
  - Fixed some issues around the visuals for voided or changed data after transaction reconciled.
  - Fixed a bug where a transaction is selected, then changed in Xero and refreshed in AK, the opening balance didn't update to reflect the changed data.

Other
- Enhancements
  - Penetration testing outcome remediations
  - Add an icon to the help menu to enable copying "support@account-kit.com" to memory with applicable mouse-over.
  - Correspondence register - added a "load more" to trigger a load when utilising large or vertical screens.
  - Client detail
    - Added a "copy icon" next to Director ID (like ABN and ACN)
    - Modified permissions to only allow managers and higher to change manager fields and partners and higher to change partner fields.
- Bugs
  - Xero Sync - converted all legacy Xero data over to new format for catering for extra data required for the Account Reconciler.
  - Gmail - Running of updates to correct emails that were flowing into AccountKit as blank.
  - Correspondence Register
    - Resolve issue where an unassigned email CR entry was linked to other AK tools;
    - Fixed the saving cc and BCC if the email is not found.

30th November 2025

What's New Webinar

Recording from December 9, 2025

Our focus for the month

It's time for an early Christmas with the impending release of the Account Reconciler into Open Beta!

Workflow
- Enhancements
  - Populate carry forward notes in bulk after change to repeating methodology.
  - Have ability to show archived templates; Presently no filter options at all.
  - Updating repeating preview label so it doesn't show as of today (not useful!). Should show the next repeating date instead of today
    - Use next repeating date if the status is “In Progress”
    - Use last repeating date if the status is “Completed”
    - Use current date in other cases
- Bugs
  - Fixed a bug where creating an adhoc task from a template, there shouldn't be any hidden or custom rows (ie. shouldn't be referring to prior created tasks from template)
  - Fixed a bug preventing the addition of workflow instructions for adhoc items added to a task.
  - Fixed a bug that would incorrectly show transactions as red, despite no change occurring.
  - Fixed a bug where the custom description wouldn't show if at the root level.
  - Fixed a bug causing the workflow list to be cut-off down the bottom.

Account Reconciler (OPEN BETA)
Focus here has been around some initial re-writing of some of the logics, for while it is flexible, it creates confusion during utilisation.
- Enhancements
  - Created the Ledger view as distinct from the reconcile view
  - Enabled searching for any transaction with click through to reconciled entries from ledger view.
  - Localised grouping of transactions just for the ledger view.
  - Re-arranged the layout of the views.
  - Updated the toolbar with "Select all"
  - Enabled more keyboard short cuts to enable quick and easy filtering, selection and reconciling.
  - Writing of audit path to history.
  - Various improvements to behaviour of views and selection as you click between accounts and reconcile.
  - Rework of the reconciliation reports across balance and clearing account types including methodologies for selecting period and accounts.
  - Creation of PDF and Excel exports of reports.
  - When establishing opening balances, now showing the amount out of balance by in the bottom toolbar.
  - Enabled editing of settings for any account within the settings modal, rather than just in the list view.
  - Various refinements to the Balance Method establishing and entries.
  - Sort account selection by account number then name and don't have the selected account appear at the top of the list.
  - Enable the shared toolbar to only refer to the account or list view, rather than sharing across the entire client and accounts.
- Bugs
  - Fixed a bug preventing all transactions showing when there are many transactions in an account.
  - Fixed a bug when searching for numbers not returning all results.
  - Fixed bugs with the journal modal clearing entries and post enabling when no values entered.
  - Fixed a bug where establishing opening balances with multiple clicks duplicating values in the total.
  - Fixed a bug where values would sometimes show as the Gross rather than Net value.

Other
- Enhancements
  - Correspondence Register
    - Email extension - Added ability to save a full thread into one record OR each email in a thread to separate emails.
    - Added the ability to sync a current email or full thread from the Gmail icon.
    - Added the "To" field to the email panel so you can elect to change the contact; Modified underlying logic for default selected contact.
  - DMS - OneDrive search - enable for all tenants but still have a flag to turn off if there is any issue
- Bugs
  - Equipment Finance - fixed a bug causing one off events to fail in specific circumstances.
  - Client - fix a bug that when changing address, also update postal address, then change another field eg. phone, email, and click Save, the address is not changed
  - DMS - Fixed a bug preventing the "save as" of PDF's in Suitefiles.
  - Correspondence Register - Fixed a bug that would cause email content to expand outside of the print preview width.
  - Sign-up page - Increased the maximum email length from 60 characters.

31st October 2025

What's New Webinar

No Webinar

Our focus for the month

Lots of bug fixing and behind the scenes work.

Workflow & Daily Plan
- Enhancements
  - Reminders
    - Added a Workflow link + area to show linked tools to the reminder.
    - Showed status, assigned user, priority and tags in list views.
    - Added the water icon to the reminder modal.
  - Other
    - Enabled a modal for re-linking carry forward notes for a client if a new template is setup.
    - Added text where no records have been linked to communicate, rather than being blank.
- Bugs
  - Fixed a scrolling issue in the cardwall view when there is a lot of data grouped by family.
  - Fixed a bug that caused the timesheet posting options to not appear when opening the task planner from the dashboard also causing the tasks to fail to open.
  - Modified the repeating template logic to capture carry forward tasks when a template is deleted.
  - Fixed a bug where menus don't work after going into full screen mode.
  - Fixed a bug where if a status flow was updated in a sub-task, the list wouldn't update.
Collaboration (OPEN BETA)
Teams matters are on hold whilst we work through some issues with Microsoft.
- Enhancements
  - Refined mapping process of AccountKit users with Teams users.
  - Increased threshold up to 999 users from 100.
  - Refined visuals for notifications sent upon mention.
  - Enabled notification preference to persist across tools and log out.
- Bugs
  - Fixed issue where a new collaboration window wouldn't open if there was already another one open.
  - Fixed an issue where if the teams message failed, it will make all notifications fail.
Account Reconciler (CLOSED BETA)
Focus here has been around some initial re-writing of some of the logics, for while it is flexible, it creates confusion during utilisation.
- Enhancements
  - Roll through permissions capability.
  - Added spinning icon when loading data.
  - Refinements to click through from the account list to the reconciliation tab.
- Bugs
  - Various bug fixes uncovered during testing.

Other
- Enhancements
  - Twilio - enabled support for mandatory business name registration requirements. You can only now select a business name, if it's been signed off by Twilio, proving ownership
  - Correspondence Register
    - Update the signature to reflect the user that the email is coming from not the person who created the draft.
    - Implement a reply function for SMS.
    - Disable the send buttons for emails where the microsoft token has expired.
    - Enabled option to select all for attachments within the email extension.
  - Permissions & Advanced filters - Fixed issues with restricted clients and long names.
  - ATO lodgements - Optimisations to boost performance with larger client lists.
  - Franking Account Register - Implement new PDF methodology for greater performance.
  - DMS - Refine the search to work more like Google Drive and updated sort orders for SuiteFiles.
  - Xero Single Sign-on - Turned off in user profile so that it can only be set by practice admins.
  - Microsoft - Show information blocks for integration tokens expired across Outlook and Onedrive integrations.
- Bugs
  - Correspondence Register
    - Fixed a bug causing the data entry area extending over the top of the shared toolbar.
    - Myriad of test and trialling methodologies to update the draft status of emails after sending from Outlook. (Very challenging as natively Microsoft doesn't support this, we've had to create some very bespoke methodology to enable it)
    - Ensure failed email sends from converting draft email to final.
  - FuseSign - Fixed issue when sending an API request with no customer selected + disabled the continue button.
  - ATO lodgements - fixed a bug where the client group filter wouldn't work.
  - Equipment Finance - Fixed a bug with reports after an early payout event.

30th September 2025

What's New Webinar

Recording from October 2, 2025

Our focus for the month

Now it's catch-up time after delivering new stuff to show at Xerocon and PowerUP.

Workflow & Daily Plan (Closed Beta access)
- Enhancements
  - Daily Plan
    - Implement drag and drop with latest calendar implementation.
    - Implement ability to hide calendar, like the daily plan and projects.
    - Refine the mouse-over visuals and content to hide show more relevant information.
  - Timeline View
    - Visual refinements for weekends.
    - Implement loading of more data when you scroll left/right/up/down
    - Optimise load events through bulk loading
    - Make the user name sticky, so as you scroll you can still see which user is being looked at when there's lots of tasks.
    - Similarly so, make the task labels stick as you scroll left and right so you can always see a tasks name when spanning multiple periods.
    - Refine the zoom in/out behaviour.
- Bugs
  - Daily Plan - Fixed a bug where scrolling didn't behave if there were lots of tasks.
  - Fixed a bug that resulted in some duplicated tasks upon the triggering of a repeat+ fixing of the duplicates themselves.
Collaboration (OPEN BETA)
We've made some good inroads here, but we still need to resolve how a mention within collaboration is handled in Teams; Slack is all good as it creates an AccountKit Bot, but MS Teams does not - investigating.
- Enhancements
  - Modified messages to Teams to utilise the Adaptive card with Record URL.
  - Refinements to text formatting across Slack, Teams, Email and inapp to make notifications more readable.
  - Optimisations to speed up the loading of comments, where there are lots.
  - Visual modifications to make the post / cancel icons more visible where there's a lot of text.
  - Visual modifications when on smaller screens.
  - Bolding of mentioned users.
  - Auto-scroll down to the latest comment upon load.
- Bugs
  - Fixed a bug preventing outgoing records in correspondence register from working.
  - Fixed conflict issues between multiple Froala text editor sessions.
  - Fixed a bug that exited the collaboration window whilst scrolling to the bottom of a mention users list.
  - Fixed a bug preventing the zoom function for inline images.
  - Fixed an issue where the user account email wasn't matching with the MS Teams user accounts.
  - Fixed a bug causing the subject / description not flowing through for email mentions.
Account Reconciler (CLOSED BETA)
Focus here has been around optimisations, useability and reporting... we're getting close. But assessing a significant structure change to make it more intuitive.
- Enhancements
  - Added mouse-over details on Verify icon to show who verified and when.
  - Adding of history audit trail for all main actions.
  - Add a subtool id for reconciler account to link with the bottom global bar, eg. DMS, tag, history, etc
  - Printing & Exporting
    - Optimise the queries to improve the performance of creating reports.
    - Only enable print preview if the client and date range is selected
    - Enable single account selection
    - Enable grouping by client groups
    - Added ability to show the header at the top of every page on PDF's.
    - Exporting to Excel and PDF
- Bugs
  - Various bug fixes uncovered during testing.

Other
- Enhancements
  - Clients / Repeats - Release Advanced Filter for all tenants (this is awesome!!)
  - Correspondence Register - Added a refresh icon in case emails sent to the CR tool haven't updated upon send from Outlook.
  - Google Integration - Complete Annual Security Review with Google which resulted in a few tweaks here and there.
  - Xero Sync - Various refinements to the Xero Sync process to improve performance with large numbers of Xero journals.
  - Microsoft token renewals
    - Create a time to refresh microsoft tokens for those that are nearly expiring (every 90 days)
    - Check token for user upon login
    - Added expired token warning to the Email addon
  - Email extensions
    - Refactor logic to improve speed of loading.
  - DMS
    - Refinements to search to search inside a folder which is not directly supported by the Google API. Storing of folder data in cache ready for future navigation path building.
    - Enable ability to preview .eml files.
  - Fuel Tax Credit Calculator -
    - Optimizations to better handle large amounts of data.
    - Added scroll bar where significant number of lines.
    - Only loads current year data by default; Other financial years loaded on demand.
- Bugs
  - DMS - Dropbox - Fixed an issue not returning all files and folders where there is a lot of data (ie. checking API response for more data to sync)
  - Amortisation Scheduler
    - Fixed an issue that on rare issue that may duplicate journals.
    - Fixed some issues preventing voiding of journals & linking of posted journals from working, in relation to the updated Xero sync data.
  - Division 7a - Fixed an issue preventing Guests from being able to open the Excel summary.
  - Equipment Finance - Fixed an issue preventing Guests from accessing PDF's for the Summary, Summary Movement and Cashflow Reports.
  - Fixed a long standing issue that results in the legacy UI (still utlised for a number of tools like Div7a, Equipment Finance etc) logging out, despite still being logged into the core UI.
  - ATO Exceptions
    - Fixed the "remove TFN from the ignore list" button which was broken at some point.
    - Update the logic to better handle the recent TFN encryption changes.
    - Enable searching by hashed TFN.
  - Workflow
    - Fixed an issue where users click on a completed status and "create new" right after, the new status has a system lock; Includes fixing of legacy data.

31st August 2025

What's New Webinar

No Webinar

Our focus for the month

All heads down getting ready for the PowerUP conference and Xerocon!

Workflow & Daily Plan
Come to the What's New for a sneak peak at this.
- Enhancements
  - Daily Plan & Timeline View (Closed Beta)
    - Visual polish and refinements
    - Toggle options to turn on/off various visual options.
      - Workflow type
      - Priority
      - Dates
      - Detail
    - Modify timeline for view by day / week / month.
    - Fixed the size of timeline elements to the relevant timestep whilst maintaining relative start / end dates.
    - Remember timeline display options where save view is on
    - Enable ability to drag tasks from unallocated tasks on the right to the timeline.
    - Enable search ability in the unallocated tasks list
    - Enable an agenda view for the calendar view in Daily plan
    - Create fullscreen mode for timeline view.
    - Enable ability to hide the unallocated tasks.
    - Enable top search to filter the timeline view
    - Added ability to post time from the calendar including a visual indicator once posted.
    - Added Zoom in / out functionality
  - Other
    - Enable the ability to remember the "show hidden tasks" option per user
    - Enabled the ability to copy carry forward notes to a new repeating task, even when it does not belong to the original repeat (eg. created an adhoc task, which will repeat in future years / periods)
    - Added icons to add to daily plan / projects for card wall views.
    - Various bug fixes across the calendar and timeline views.
- Bugs
  - Fixed a bug where the client groups list isn't showing in the Client View list.

Other
- Enhancements
  - History - Re-work the history component to consolidate changes to single events (only applied to workflow presently)
  - Client Detail - Add attachment icon to the list view.
  - Account Reconciler -
    - Refactor logic for click and drag for greater reliability
    - Enable shift click selection for establishing opening balances.
    - Commence work on the summary and detailed reconciliation reports for PDF and Excel.
- Bugs
  - XPM Sync - Fixed an issue causing the TFN field to be blank rather than masked upon first sync.
  - DMS - Fixed a bug preventing saving to the DMS from the Equipment Finance and Inter-Entity Loan tools
  - Collaboration - Fixed an issue where copy / paste would end up with duplicated data.
  - Permissions - Fixed a myriad of bugs in relation to permissions across various areas of AccountKit.
  - Knowledge Centre - Fixed an issue where undo doesn't return data to the original state. The information is correct, but the formatting is not.
  - Printing to PDF
    - Fixed a number of reports that were appearing with a second blank grey page.
    - Fixed an alignment issue in the IEL tool where one of the entities names is particularly long.
  - Gmail - Various bug fixes
    - Forwarded emails from Gmail appear blank when forwarded to a user.
    - Email extension appears blank for some clients emails
    - Email file naming issue

31st July 2025

What's New Webinar

Recording from August 7, 2025

Our focus for the month

Just keep swimming, just keep swimming ...

Complex filters (closed beta)
- Enhancements
  - Expanded to cover tags, groups, authorities, partner, manager, date fields, integrations.
  - Created new condition options such as "Is set / Is not set", "Within / Not within" and "Connected / Not connected"

Intuit Quickbooks Integration (in-progress)
Nothing to see here, for this is just a record of what's being worked on.
- Syncing of full data to align our data with a general ledger report in Quickbooks.
- Handling of multi-currency back to home currency.
- Handling for multiple tax rates.

Workflow & Daily Plan
Come to the What's New for a sneak peak at this.
- Enhancements
  - Daily Plan - we're playing with a calendar view for time blocking and posting to XPM so you can see your week in one place.
    - Drag events to different time slots
    - Drag to increase / decrease time for events
    - Click to create or add from a pre-existing task
    - Click event to show the task detail.
    - Add action menu to events
    - Ability to delete an event
    - Ability to drag and drop tasks from the daily plan/projects
    - Implemented ctrl + drag to copy tasks
    - Ability to post / unpost / refresh timesheets to/from XPM from the calendar with visual cue and locking for editing; Al
    - Ability to change view - daily, monthly etc.
    - Ability to change users.
  - Timeline View - This preliminary work is in preparation for future capacity planning.
    - Create timeline view as a new view type in workflow.
    - Group by user
    - Show unallocated tasks with ability to drag into applicable users.
    - Ability to drag and resize tasks to update start and end dates + write history log.
    - Ability to drag tasks between users.
    - Enable weekly and monthly planning views.
    - Ability to click to add a task, which updates the start and end date.
    - Various visual tweaks.
  - Other
    - Increase the task name field length from 250 to 448 (max to maintain index speed)
    - Modify template instructions with richtext behaviour functionality for better ease of use.
- Bugs
  - Fixed a bug preventing sub-tasks being populated with applicable users.

Other
- Enhancements
  - Client Detail
    - When adding a link to a client note, the link should be visible.
    - Enable dragging to re-order client notes.
  - Client Search - Enabled
- Bugs
  - Client list - Fixed a bug preventing the Client Group list view not appearing.
  - NowInfinity - fixed a bug preventing click through to clients in NowInfinity.
  - Correspondence Register - fixed a bug preventing all email threads from printing;
  - Correspondence Register - Fixed the date time displayed in the header.
  - XPM Timesheet Posting - Fixed an issue where the & character would cause the posting to fail with a 300 error.
  - Inter-entity loan - fixed a bug where you would end up with orphaned one sided transactions.
  - DMS - fixed a bug preventing saving of reports from the equipment finance and Inter-entity loan tools back to the DMS.
  - Contact search - fixed a bug preventing some contacts from showing up upon search.
  - Client Map - fixed a bug where new clients would not show up in "Changes to review"
  - Knowledge Centre - fixed a bug that was causing timeouts with the Knowledge Centre upon load.
  - Permissions - Fixed some issues across correspondence and workflow with respect to restricted access groups. This then triggered some other bugs across all tools with user denied messages being received.

30th June 2025

What's New Webinar

No Webinar

Our focus for the month

Keeping our heads above water as everyone races to EOFY!

Shared Toolbar - Collaboration (open beta)
- This is now in open Beta after further polish and refinements, so dive in and have a play.
- Customisations for utilising within Workflow, Clients and Correspondence Register.
- Visual fixes to notifications and MS Teams.
- Enable sending of notifications to one-self.
- Combine hints for sending <alt><enter> and @mention.
- Set minimum height for text area to stop the modal from changing size upon load.
- Many visual refinements.
- Enabled drag and drop of images.
- Enabled resizing of images in the image pop-out.

Complex filters (closed beta)
We've released this into a few different firms now and it's extremely popular given the flexibility around the types of specific client lists you can generate. NOTE - in workflow this only works in new repeating templates; To utilise, copy a prior template and modify the client selection filters.
- Enhancements
  - Only made available to Practice Settings role, since it does not apply the user permissions / restricted access groups.
  - Various visual refinements.

Intuit Quickbooks Integration (in-progress)
Nothing to see here yet, for we've simply built out the framework around the authentication flow and syncing of core data.
- Enabled icon on client list page
- Enabled connection and disconnection process
- Enabled syncing of company name and trading name.

Workflow Calendar View (in-progress)
Nothing to see here yet either -we're essentially creating a view to enable time blocking your week along with the ability to post time for any time throughout the week from one view.
- Enable visibility of the calendar combined with toggles for the daily plan and project list.
- Ability to click and add a task to the calendar.
- Optimise loading of events.
- Ability to create or drag to all-day event
- Enable viewing of calendars for other users.
- Enable keyboard short cuts for clicking and dragging to copy tasks to another day (<alt> key)
- Populate the timesheet entry from the calendar start/end times.
- Various visual tweaks.

Workflow
- Enhancements
  - Remember the option "show completed" tasks for users.
  - Add ABN and ACN fields into the Excel export.
  - Added the ability to show views in the client group page, pre-filtered by current group or entity.
  - Comments area
    - Cursor appears at end of text upon focus;
    - Locked the toolbar underneath so it doesn't obscure the writing.
    - Increased the size of the icons for adding or editing comments.
    - Show comments wrapped, rather than having to view all to see the detail. (limited to 200px high)

- Bugs
  - Comments area - fixed an issue around clicking inline would close the comment again, which is frustrating

Other
- Enhancements
  - Xero sync - Refinements to syncing of the payments end point.
  - XPM Timesheet - fixed a bug that would cause a timesheet post to fail due to the "&" character.
  - FuseSign Integration
    - Modify logic to allow recipients without a mobile phone;
    - Enable binary for attachments to speed things up where there are many attachments.
  - Email Addon
    - Increase the URL limit from 3000 to 4096 to prevent the 404 error when a client tried to assign an email with 18 attachments.
    - Enable the ability to save .eml to DMS for all tenants.
- Bugs
  - Correspondence Register - disable ability to attach URLs or folders when sending an email from AccountKit as it would cause an error and fail.

31st May 2025

What's New Webinar

Recording from June 5, 2025

Our focus for the month

Lots of interesting new things coming to fruition 😁... but mostly in closed beta. 😒

Shared Toolbar - Collaboration (closed beta)
- This is now in closed Beta after a bunch of polish and refinements.
- New functionality to enable the ability to resolve a comment, to get it out of sight.
- Refinements to the way the Teams integration receives messages.
- Disabled teams/slack/email/inapp notifications when no user mentioned.
- Various visual refinements across all areas.
Expanded Link Functionality
Extended functionality for linking beyond just the DMS files, so that you can now link to web addresses and folders anywhere you see the link icon.
- Enhancements
  - Enabled retrieving of Favicon (Favourite icon) upon link
  - Ability to define a web address and display name
  - Ability to link to a folder within any DMS.
  - Associated click through to any links
  - Sort by folder, file then URL.
  - Ability to insert any of the above links into the Correspondence Register.
  - Support for multiple selections.

Complex filters (closed beta)
We've created new complex filters to enable much better refinement of client selection within views and within workflow. This means we can better target specific clients for specific workflow templates and views. NOTE - this only works in new repeating templates; To utilise, copy a prior template and modify the client selection filters.
- Enhancements
  - Refactor various systems to enable advanced filtering to work between client lists and workflow templates.
  - Ability to define a series of conditions with and/or functionality
  - Ability to nest different requirements.
  - Ability to toggle between filters.
  - Optimise for different resolution screens.
  - Make the advanced filter work for views across all areas.

Workflow
- Enhancements
  - Change layout for complex filters including change of user selection.
  - Add a new tab for authority to the user assignment selection.
  - Show user assignment in the repeating list
  - Remove client authority in the task list of a template.
- Bugs
  - Fixed an issue where the task list in outlook was not showing any tasks when composing a new email in Outlook.

Other
- Enhancements
  - Inter Entity Loan - now pulls the client group or client entity from the list view filters.
  - Account Reconciler - Preliminary work on the export function for the summary and detail reports.
  - Client list - Enable a description for views
- Bugs
  - Correspondence Register - Fixed an issue where exporting wouldn't paginate properly.
  - Email extension - Gmail - Fixed an issue with the Gmail extension due to the new Gemini pane released by Google.
  - Email extension - Outlook - Insert attachments stopped working due to a recent change of Outlook in regard to the security content policy.
  - Subscription - Fixed a bug where a change of tenant location didn't update Stripe correctly.
  - BGL Integration - Fixed an issue with the BGL integration due to a change in API when connected both CAS360 and SF360.
  - DMS - Fixed an issue where the DMS area of the summary page has no selected group.

30th April 2025

What's New Webinar

Recording from May 6, 2025

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

Recording from March 6, 2025

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

Recording from February 6, 2025

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.

Otherwise you can Return to Current Latest Releases.

Articles in this section

31st December 2025

What's New Webinar

Our focus for the month

30th November 2025

What's New Webinar

Our focus for the month

31st October 2025

What's New Webinar

Our focus for the month

30th September 2025

What's New Webinar

Our focus for the month

31st August 2025

What's New Webinar

Our focus for the month

31st July 2025

What's New Webinar

Our focus for the month

30th June 2025

What's New Webinar

Our focus for the month

31st May 2025

What's New Webinar

Our focus for the month

30th April 2025

What's New Webinar

Our focus for the month

31st March 2025

What's New Webinar

Our focus for the month

28th February 2025

What's New Webinar

Our focus for the month

31st January 2025

What's New Webinar

Our focus for the month

Historical Latest Releases