Practice settings is where you set up all of your default options for the various areas of AccountKit. It's broken into logical areas by tab as follows.
Practice Settings
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Organisation Details | Set the core basic details of your practice
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Address | Enter both the street and postal address for your head office. | ||
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Regional Settings | Set the specifics pertinent to your practice:
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Contact Details |
Set your base website and contact email for the practice.
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Practice Default Signature | Here you can customise the basic signature utilising the inbuilt placeholders to autopopulate the detail. A user can then start with this template, then customise it further personally within their own profile. | ||
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System Settings | Set the core security principles you require your practice to operate under
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Visual Settings | Make AccountKit your own by customising your logo and colours. Your practice logo
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Make sure to press "Save" after you've made any changes, otherwise, at the point you leave the page, any changes will be lost. |
Subscription
This shows your the key details about your AccountKit subscription:
Area |
Description |
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Renewal Period |
Identifies when your trial will expire or the next time your account will be charged. |
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Subscription Tier |
Subscription Tier - Based on the number of active non-individual clients, we highlight which plan you be on as of the next renewal period or when you go to commence your subscription. The tier sets the pricing for the next components
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Pricing Breakdown |
The pricing is then broken down according to the tier you are in as follows:
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Subscription History |
Here you can see:
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Payment Details |
Your details can be viewed and updated from here. Select "Update my billing method" to change the credit card you want your payments to be made from. |
Integrations
These are the integrations that we are building out to add functionality that we believe will be beneficial to your practice by bringing visibility and simplifying how we deal with different pieces of cloud software.
Integration Name | Description | ||
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By connecting with your Xero Practice Manager subscription, you can synchronise your full client list, groups, addresses and relationships with AccountKit. See here for more details on how to use it. |
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This integration enables you to pull through some pertinent practice stats from your own practice Xero file such as Top 10 Invoices and Bills along with selecting various accounts that you may like to watch. It's a one-way window into your accounting data for displaying or the AccountKit dashboard. See here for more details on how to use it.
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Integrate with NowInfinity to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
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Integrate with CAS360 to get views into the company data via a company dashboard and entity dashboards for each family group. See here for more details about the integration. |
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Integrate with SimpleFund 360 to get views into the superfund data via entity dashboards for each family group. See here for more details about the integration. |
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Slack is for team collaboration getting internal communication out of your email and into a centralised space. See here for more details about the integration. |
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![]() ![]() ![]() ![]() ![]() ![]() Document Management Systems (DMS) |
We support a number of different DMS systems at the same time enabling you to link client and practice documents to the various registers and tools throughout AccountKit. Those that we currently support include:
See here for more details on how to connect them and make the best of the having your client files at your fingertips. |
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Twilio is an SMS carrier. AccountKit integrates with Twilio which means you can now send & receive SMS messages directly from AccountKit to your clients. Useful for account updates, appointment reminders, wishing clients happy birthday etc.
You must have a Twilio account and active number to use this feature. If you do not have a Twilio account click the logo to go to the Twilio website and set one up. If you do already have a number and account click here to be taken to our set up Help article. |
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We support integration with the two main email providers. By connecting up your email and installing the applicable addon or extension, you can push emails from Microsoft Outlook and Gmail directly into the correspondence register. If you happen to have a DMS system attached as well, you are able to save the applicable documents and link them back to the correspondence register entry.
Follow these links to find out how to install and make use of this feature. |
Lists and Tags
Lists and tags are essentially standardised items that we use throughout multiple tools to ensure things are being named the same for ease of sorting and filtering.
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A tag, template or business type cannot be deleted once used anywhere within AccountKit. Instead, select the applicable item and elect to archive instead. |
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All Tags |
To update any tags or list items, you have a few options:
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Important Documents Register |
Document tags:These tags are standardised descriptors for document types used throughout AccountKit such as in the Important Document Register. Document locations:These locations define where Important Documents can be stored. |
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Mail Register |
Mail Register Tags:As the name would suggest, these are document tags specific to your mail register for consistency and ease of finding of particular types of mail sent out of the practice. |
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Franking Accounting Register |
Franking Account Types:Here you can customise the list that appears within the franking register type field.
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People |
Business Types:The business types serve a number of different purposes.
Fields include:
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Amortisation Scheduler |
Amortisation Types:Here you can define the different types of amortisation types if you need anything outside of the standard that we've provided. Most importantly setting the type simply changes the direction of the journals when posting to Xero. |
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Text Templates |
Text TemplatesTemplate tags:These tags are standardised descriptors for the different templates used within the Correspondence Register when utilising text templates. Simply enables quick grouping and filtering by specific templates.
Template List:These are where you can view, edit and create new text templates for utlising with the Correspondence Register . Your options here are:
Utilising Placeholders: A placeholder enables you to drop text based on specific client or practice details - for example, the client name, practice name or user details.
Here's a full list of available placeholders:
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Tool Settings & Defaults
This area is where you set the default options to specific tools for applying across the practice. General speaking, you will find the detail for any tool defaults for each tool under their respective help page.
Dashboard Settings
- Statistics
- ATO Lodgments - Simple toggle whether you would like to see the ATO lodgment statistics enabled across your practice.
Action Menu Options
Practice Address Register
The Practice Address Register's purpose is to ensure you can keep your global address list nice and tidy. It's easy to search and spot any duplicate or incorrect entries and tidy up as required.
To edit an address
- Simply click on the address;
- Make the required changes in the pop-up
- Press [SAVE]
To update an incorrect address applied to some entities within a group.
- Expand the client list in the first column for the incorrect address.
- Open one of the clients on this list.
- Edit the address for that client, changing it to the correct address
- It will then apply this address to any other related clients within the group.
Client History Register
This is a full tracking log of all client changes over time. You can view at a client detail level, filtered by that client, or you can view the full history here and filter by users, clients, groups and dates.
User History Register
Similarly, this is a full tracking log of your users access to AccountKit. You can view these details at a per user basis via User Management or you can view across your whole practice here where you can filter by user login details, password resets, resetting of 2FA etc. You can find out more here.
Related Links
Shared Elements (Eg. Action Menu) | Check out this link for various elements shared throughout the various toolsets. |
Document Management System (DMS) | This page will take you through how to connect to and utilise any number of cloud-based storage systems. |
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