Articles in this section

Practice Settings

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.
 

Jump straight to the applicable section:
 

Practice Settings

Help_-_General_-_PracticeSettings.png

Area

Description
1
 Organisation Details Set the core basic details of your practice
  • Organisation Name appears on most reports & in the header area
  • ABN is your Australian Business Number (or unique business number depending on your base of origin)
  • Industry is to enable us to track the types of businesses using our software enabling us to better cater the tools to the majority.
2
 Address Enter the street address for your head office.
3
 System Settings Set the core security principles you require your practice to operate under
  • Session Timeout is the duration before the system automatically logs you out. The longer the time period, the lower the level of security.
  • Password reset enables you to define how often staff are required to enter a new password at which point they will be prompted to enter something new and unique.
  • Toggle Mandatory 2FA for all users. Click here to learn read more about 2FA.
4
 Subscription Settings This shows your the key details about your AccountKit subscription:
  • Renewal Period - Identifies when your trial will expire or the next time your account will be charged.
  • Plan - Based on the number of active clients, we highlight which plan you be on as of the next renewal period. If in trial, you have the option to choose any of the plans.
  • Billing Details - Depending on whether you've chosen to pay by direct deposit or credit card, your details will be visible here.
    • Select "Update my billing method" to change the credit card or bank account you want your payments to be made from.
5
 Regional Settings Set the specifics pertinent to your practice:
  • Timezone effects the time stamps applied to all entries. Ensure this is correct so that all entries within the system have the correct time applied against them.
  • Set your base currency for display purposes only.
  • Set your financial year start; This impacts the time frames applied to various tools and reports. For example, the Equipment Finance schedule will show totals as at the end of each financial year as defined here.
6
 Contact Details Set your base website and contact email for the practice. These are used on some reports within AccountKit.
7
 Visual Settings Make AccountKit your own by customising your logo and colours.

Your practice logo
  • Versions
    • Logo Light - used by default across all current reports and the top navigation bar; Recommended to be either transparent or with a white background.
Update your logo
  • Select choose file and browse to your logo file.
  • Press the "Upload"; The image will be automatically resized to 36 pixels high, but we recommend uploading a higher resolution image as we utilise a higher quality on the printable reports. 
  • Press "Save" at the bottom of the page to apply the updated logo

***COMING SOON to LOGOS*** 

  • Logo Dark - used for the skinny version of the UI where the default background colour is grey, so select a  version of the business logo that is optimised for a dark background (ie. light text and logo); Ideally, you would use a transparent PNG file. 

Practice Colours
  • Select the Colours as follows:
    • Colour 1 - This is the background colour only used as the left side blend in the menu bar.
    • Colour 2 - This is the background colour only used as the right side blend in the menu bar.
    • Colour 3 - This is the highlight used for some headings, line, icons and other text.
i
 If you would like a hand to get the look of the logo and icons just right, please contact us at support@account-kit.com with a high-quality version of your logo and an idea of the colours you would like us to use.

 

i
 Make sure to press "Save" after you've made any changes, otherwise, at the point you leave the page, any changes will be lost.
 

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
Xero_logo_green.png

 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.
 
Xero_logo_blue.png

 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.
 
i
 This is not a global setting for the practice but instead set up on a per-user basis. It's only available to users of type Practice Administrator and Partner.

NI_Logo_New.png
Corporate Messenger

 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.
 
CAS360-01_128.png
BGL		 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.
 
SF360-01_256.png
BGL 

 Integrate with SimpleFund 360to get views into the superfund data via entity dashboards for each family group.

See here for more details about the integration.
 
Slack_Landscape.png 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.
 
suitefilesicon.pngdropboxicon.pngLogo-GoogleDrive.pngLogo-OneDrive-Cloud.pngLogo-Box.png
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.
 
twilio-logo-red.png

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. 

outlook_premium.png

Logo_Gmail_256.png

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.
 

i
 A tag or business type cannot be deleted once used anywhere within AccountKit. Instead, select the applicable item and un-flag it as active.

   

List or Tag Name Description
All Tags Once in edit mode for any given tag or list:
  • Pressing the Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Save.PNG button will save any changes
  • Pressing the Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Cancel.PNG button to exit edit mode without saving the changes.
  • Pressing the Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Delete.PNG button will delete the line (although it won't allow you to do so if it's been used before, refreshing the page will bring it back).

To add a new Tag:
  • Scroll to the bottom of the list
  • Select Help_-_Practice_Settings_-_List_and_Tags_-_Add_New_Tag.PNG
  • Enter the name of the new tag
  • Save it Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Save.PNG

To edit a Tag:
  • Simply select the text to make it editable
  • Make any required changes
  • Save it Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Save.PNG

To archive a Tag
  • Untick the box to the right of the tag
  • Press the Help_-_Practice_Settings_-_List_and_Tags_-_Edit_-_Save.PNG button to save this change.
Document Tags Document tags are some standardised descriptors for document types used throughout AccountKit such as in the Important Document Register. 

We have made some suggestions for the types of documents that may be useful, but you can always add more or archive any of those that you feel are excessive.
Document Locations Document locations define where Important Documents can be stored.

We've once again made some suggestions, but you may want to add some more options depending on the size of your practice and the locations available for you to store documents within.
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.

As before, we've created some defaults that you may like to use, otherwise feel free to edit to your heart's content.
Business Types The business types serve a number of different purposes. 
  • It enables us to cross-check against the ATO data with respect to the underlying structure type.
  • The Client Map obtains it's background and font colour for each entity type
  • Eventually, we will use these settings to instruct NowInfinity Corporate Messenger to create new entities based on the details we've set up in AccountKit.
 
i
 We generally don't recommend that you edit these too much unless you would like to create some colour variations on the types provided - eg. You may want to distinguish visually a Unit Trust from a Discretionary Trust from a Custodian Trust within your client maps.

XPM Sync issue - The API doesn't allow new entity types to be set up from within AccountKit. Instead, first set up the Business Structure within XPM then setup the corresponding Business Type in AccountKit. Otherwise, you'll find sync errors will occur when selecting a type that doesn't exist in XPM.
Franking Register Types Here you can customise the list that appears within the franking register type field.

We've created some defaults that you may like to use, otherwise, you can modify them to suit your needs as required.

 

 

Tool Settings & Defaults

This area is where you set the default options to specific tools for applying across the practice. 


Finance Tool Settings

  • Equipment Finance
    • Select whether you would like AccountKit to post the interest journals and confirm balances after each payment is made
      Help_-_Tools_-_Loan_Finance_-_Equipment_Finance_-_Settings.png

 

Practice Tool Settings

  • Mail Register
    • Select whether you would like the mail register to capture incoming and outgoing mail within the same mail register record as opposed to separate mail register records per event.
      Help_-_Practice_Settings_-_Tool_Settings_-_Practice_Tools.PNG

 

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.
    Help_-_Practice_Settings_-_AddressList.png
  • 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.
  

 

Mandatory 2 Factor Authentication

Toggle this switch to enforce 2FA for all users. This will then force all staff to set up and use 2 Factor Authentication. 

2FA is Mandatory in Australia but not yet in other countries, however, we recommend the use of this function to increase data integrity. 

To learn more about the use of 2FA in AccountKit go to our Two Factor Authentication help article.

 

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.


 



 

Comments

0 comments

Article is closed for comments.