Summary
Shared Header across all pages
The header at the top of the page is made up of various elements, all with the aim to get you to where you need to go as fast and effortlessly as possible.
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The Account Kit Logo | Initially this is the AccountKit Logo, however, you can customise this to your practice logo simply by going to your practice settings. |
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Name Menu | Click on your name in the top right of the screen to bring up this menu which gives you quick and easy access to your own user profile, practice settings and the broader user maintenance for your practice. See User Management for more details. |
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Log Out | Goes without saying, this is how you log-out and end your session. |
| Middle Strip | ||
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Dashboard | This is the main screen you come to when you first log in. It summarises various elements about the practice giving you quick access to important information all in one place. |
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Clients | The client's option takes you to the clients & client group screen where you can see and action any elements relating to a client. See Clients & Client Groups for more details. |
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Tools | This lists all of the available tools that you’re able to utilise within AccountKit grouped according to their broader application. |
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Client Search | This is a quick way to get to any particular client or client group screen. Start to type and a short list for you to choose from will open up. |
| Bottom Strip | ||
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Practice Name | Take a guess... |
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Notifications | Click on the envelope to see a list of pertinent notifications for you. It’s used to communicate things like new or modified features, the status of your subscription and things that may need actioning within the practice. |
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Help Menu | You have a number of options here to help you get your way around AccountKit and utilise it more efficiently: Search the Help Centre for a particular topic;
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Notification Strip | This is where we communicate things of particular import so that it's front and centre enabling you to click through to the applicable area to resolve. Once you've had enough of it, you can close it to permanently remove it. You can always see the history up under the notifications envelope if you need to check bank on any notifications you may have inadvertently closed. |
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Note that access to some of the above elements may be affected by your user role. |
Notifications
Notifications come in all sort of colours and flavours. If they are of particular import, we'll also put them into the notification strip beneath the menu as mentioned above under item 11. If there's anything that you may need to action specifically, there will be a link that you can follow within the notification to take you where you need to go.
- Red - Urgent - take specific note of this notification
- Orange - Warning- worth noting but not of real consequence.
- Blue - Information - this is really just an fyi to keep you in the loop of something that may have happened which you may be interested in.
The Favourites Bar
We all have different roles within the practice and accordingly will utilise different tools on a regular basis. The Favourites bar enables you to flag any of the tools as a favourite to appear in the menu which always hovers on the left.
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Favourites bar heading. | |
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These are the currently selected favourites personalised to your taste. | |
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This takes you to your settings for which tools you would like quick access to. | |
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This is a special list of options specific to the Correspondence Register enabling you to jump directly into the applicable message type. |
Editing the Favourites Bar
- Start by selecting the cog icon
down the bottom to go to the Favourites Select screen. - Put a star
against your favourites. - Press save, after which the menu will update to reflect your own customised list of tools.
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One exception to this is a special link to the correspondence register that can’t be modified, for it enables a new registry entry to be entered at any point no matter where you are within AccountKit. We thought this important given how often you would be interrupted throughout the day as you’re going about your normal work. |
The Actions Menu
The actions menu is used interchangeably throughout AccountKit to standardise how you interact with the various tools and registers when you want to do something with information on that page. The content will vary based on the requirements of the specific page.
Specific to Register Lists
This menu will typically only be found when looking at lists of information, such as within client groups, client entities, the mail register and correspondence record. When greyed out the tool isn’t available presently or is waiting on some lines being selected.
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Create new | Create a new schedule or entry |
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Delete selected | Delete checked elements (only available to administrators). Use sparingly as there is no undo function. | |
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Archive selected | Archives checked elements (show with the Show Archived checkbox at the bottom of any lists. Archived elements can't be utilised within any of the tools and will therefore not appear in any lists unless "Restored". See below. | |
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Unarchive selected | Restores checked elements that have been previously archived. You first need to check the "Show Archived" box at the bottom of the applicable list to make them visible. | |
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Import from Excel | Used in two different contexts:
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Export to Excel | Exports the checked elements to Excel (.xlsx) for saving or editing outside of the system. | |
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Print preview displayed | Opens up a print preview of the current filtered list ready for you to customise print settings before printing to PDF or your local printer. |
Specific to Client Lists
This menu will typically only be found when looking at the Client Lists such as Clients, Prospects, Groups and Affiliates and Contacts.
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Add a new client entity | Create a new client entity. |
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Delete selected entities | Delete checked elements (only available to administrators). Use sparingly as there is no undo function. | |
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Merge selected entities | Useful for merging multiple different types of entities (clients, prospects, affiliates or contacts)and all associated information back to the one desired entity. This can not be undone, so, proceed with caution. The process to merge multiple entities includes as follows:
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Archive selected entities | Archives checked elements (show with the Show Archived checkbox at the bottom of any lists. Archived elements can't be utilised within any of the tools and will therefore not appear in any lists unless "Restored". See below. | |
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Unarchive selected entities | Restores checked elements that have been previously archived. You first need to check the "Show Archived" box at the bottom of the applicable list to make them visible. | |
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Update from XPM | Used in two different contexts:
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Import clients from Excel | Used for importing client in via Excel where you don't have XPM setup as yet. See the detailed guide for going through this process. | |
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Import relationships from Excel | Used for importing client relationships in via Excel. See the detailed guide for going through this process. | |
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Bulk assign selected entities | This tool enables quick assigning or changing of details relevant to a client entity. Helpful for assigning whole lists of clients to:
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Specific to within Client Tools
This menu will typically only be found when you are inside a tool and need to carry out an action in relation to that tool (eg. Compounding Effect of Super).'
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Edit details | Open the client details window for editing the associated client or description for the instance of this tool. This will be unavailable until the first save has happened. |
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Save | Upon first press, this opens up the edit details window for assigning to a client and inputting a description. Subsequent presses will just save any changes. |
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Save a copy | Selecting this option will copy the contents of the current instance of this tool into a brand new version enabling a quick and easy way to try multiple variations quickly. | |
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Print Preview | Selecting this option will take you to a print preview of the current tool where you can tweak the settings to your heart's content before printing to PDF or a local printer. |
Filter / Search
On most pages with lists of information such as the correspondence register or client list you'll note there's a magnifying glass. 
Selecting this icon will expand your dynamic search/filter tool as follows.
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Search / Filter Criteria | Enter the details that you would like to search or filter by. Note that you can only search for one thing at a time presently. | |
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Search Button | Select this to initiate the search and filter process. | |
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Reset Button | Select this to clear all filtering and return the list back to an unfiltered state. | |
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Hide Search | Either select this or the magnifying glass again to hide the search/filter window. |
Within the people tabs (ie. Clients, Prospects, Affiliates & Contacts) we have a quick filter that looks as follows. The key to this filter is that you just start typing for it to filter for you. No need to press enter.
List / Register Footer
On all pages with lists of information such as the correspondence register or client list you'll note there's a magnifying glass. Selecting this icon will expand your dynamic search/filter tool.
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Record Counter | This identifies which records are being displayed as a portion of the total records available. | |
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Visible Records | Here you can control how many records are visible on the current screen. Note that the more records you have showing the slowing the screen will be to refresh. | |
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Show / Hide Archived | Where you have the option to archive a record, this gives you the ability to show any archived records where you can then open, restore or edit as required. | |
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Quick select | This enables you to quickly jump straight to the corresponding page of records. |
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Note that some of these fields will hide where not relevant to the current list. |
History & Notes
On some of the tools you will see this history and notes section ONLY once an entry has been saved. The idea of this area is to capture when records change, who made the changes and how they were changed. It gives you that peace of mind knowing you have an audit path for any changes.
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Last Updated | This just lets you know at a glance who made the last change. | |
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Add Note | Whilst generally the history is automatic, you can manually add a file note to supplement any changes. For Example, say you updated some notes in a correspondence register entry because a client updated some of the facts - you can leave a note stating as such. Covers you for any queries later on and reminds you why you may have made a change. | |
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History Details | This area simply shows you the date and time a change was made (or note added), who made the change and what the detail of the change was. Note that where it's for a detailed field, like the correspondence detail page, the detail of the change won't be picked up, just a note that a change was made. |
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