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 to you the appropriate pages to catch-up or register for the next event.
What's New:
28th February 2021
Compliance and bug hunting is where it's at this month. After releasing a few new features the past few months, we've stopped to focus on a bunch of fixes and refinements including the ever so important transition to Xero's updated API.
What's New Webinar
Xero API Upgrade to OAuth2.0
Xero released a newly furnished API utilising the more secure OAuth2.0 standard. Our job was to build out the required functionality for any new connections, whilst not breaking all of our prior connections + providing a transparent upgrade path for those pre-existing connections.
- How does it impact you?
Well to be perfectly honest, it doesn't impact you on the surface much at all, but there a couple of things to will make your experience better during the connection process.
- You can now search your Xero orgs when seeking to connect them to AccountKit. Previously you had to scroll to find it each organisation, which if there were hundreds or even thousands to choose from, presented a bit of a nightmare.
- You can see which Xero orgs you have already connected, so you can't inadvertently connect the same organisation more than once. Mind you, it doesn't stop another user in your organisation from doing so
- Longer-term, there is some new functionality coming through from Xero that will make the experience of connecting organisations a much more pleasent experience.
The other bits
- Client Map
- Created the long requested ability to wrap text within headers (ie. entity names) + rolled the new feature back through practice settings.
- Added and updated a number of logos
- Updated SuiteFile
- Added OneDrive
- Added GoogleDrive
- Added MailChimp
- Added Practice Protect
- Added Intuit
- Added Quickbooks
- Enable the client map zooming out after completing an autobuild to get a better view of the new map.
- Fixed a bug where the Autobuild would fail
- Fixed a bug where new subscribers weren't getting Themes populated in practice settings.
- Fixed a bug where relationship names weren't always updating with changes.
- Fixed a bug where text boxes were showing up blank, despite having text in them (due to code relating to wrapping of text for the header / footer)
- Fixed a bug where text in diamonds and Ovals were resetting upon save.
- Created the long requested ability to wrap text within headers (ie. entity names) + rolled the new feature back through practice settings.
- Microsoft Teams Integration
- Tweaked the method for refreshing users and teams, which would result in the default team being reset.
- Fixed a bug where the AccountKit logo wasn't appearing in the web version of Teams.
- Enabled sorting of users alphabetically.
- Fixed a bug where the person who authorised Teams, shouldn't then be notified to sign-in.
- Fixed a bug where the Teams selector in the Correspondence Regsiter still existed after a disconnect.
- Added logic to look for a match between the select user and teams user within the correspondence register so they're automatically notified of a message.
- Fixed a bug where the formatting would have issues within Teams when a user is @mentioned.
- Fixed a bug where the carriage return wasn't flowing through to the teams message.
- Where the Contact field is empty in the Correspondence Register, the contact field no longer appears in the Teams message.
- Fixed a bug where the option to toggle who a Correspondence Register entry is sent to (ie. Teams / Teams + Email) no longer appeared.
- Amortisation Scheduler
- Fixed a bug where the one-off event option wouldn't show.
- Fixed a bug where if a Xero account was deleted (during a COA import process in Xero), it would default to the first account on the list. Now it looks for the same name again and updates the account ID behind the scenes.
- Equipment Finance
- Fixed a bug where the wrong account is displayed, despite posting to the correct account. It's in relation to where a user exports and imports an updated chart of accounts in Xero, which changes the underlying account ID.
- Fixed a legacy bug where you could bypass the logic that required a new schedule with a purchase entry to be posted, posting anyway if left overnight where the automated system would go ahead and post anyway. But in doing so, it meant that because the core logic hasn't been satisfied, it would then cease posting and not give you the 3 dot menu for one-off events.
- Other matters
- Practice Settings - Added the ability to white-list IP Addresses for an extra boost to security.
- Amortisation Scheduler - Fixed a bug where the "sync to Xero button wasn't appearing until after saving.
- Correspondence Register - Fixed a bug where the CC and BCC in emails weren't behaving properly.
- Correspondence Register - Enabled auto-insertion of the user's signature for emails.
- Disabled ATO Lodgements, Div7a and Fuel Tax Credits for non-AU customers and updated the menu / favourites / client group / practice settings pages.
- Fixed a bug where if you have a "tab" character in a client name, the search would fail.
- Enabled white-listing IP addresses within the AccountKit Admin panel.
- Updated the Slack API with changes to the method for collecting users and group names.
- Updated the Excel export from the integrations page (NowInfinity, BGL) to only include those entities that are visible.
- Mail Register - when "E-sign" type is selected, the address field populates with the E-mail, not their street address.
- We have added a sub-processor to our internal software stack - Datadog. Datadog is where we will be sending all of our logging information across the infrastructure to the application. This gives us a centralised location for carrying out compliance monitoring all in one place, rather than across the multitude of systems that we utilise.
- Practice Settings - Added the ability to white-list IP Addresses for an extra boost to security.
31st January 2021
Well that's another short month done and dusted. It's been a month of final refinements for the Microsoft Team integration and other secret business.
What's New Webinar
Integration with Microsoft Teams
We've released our initial integration with Microsoft Teams to a small closed Beta group with the aim of creating a useful integration with feature parity to Slack. All the details on how to set it up and utilise it's functionality can be found here in the help file. In short though, it's as simple as:
- Have your a practice administrator (with full Microsoft Admin authority) authorise Teams for your business + set the default channel & communication methods
- Then each user will receive a notification to prompt them to authorise their own accounts.
- Each user will then have the new Teams option appear within the Correspondence Register.
What can you expect:
- The new Teams area within the Correspondence Register where you can elect to:
- Send to a chosen channel
- Choose a team member to mention to get their attention
- Then elect whether to send a notification to just Teams, or to Teams, or even just email if you clear the channel field.
- Within Teams you can expect:
- A new message to appear (which will notify through the windows notification system if enabled)
- Details of the message with a button, which takes you back to AccountKit with all the client details already populated.
ATO Lodgement Statistics Upgrade
This well used area of our dashboard was needing a little love, having not been touched in quite some time. Key areas of love include as follows:
- Upgrade to the graph so that by default it only shows the past 3 years, but you can toggle on more years if you wish.
- When you hover over the graph, you can compare all visible years in the one view.
- Fixed some issues where the click through to the underlying lodgement report didn't necessarily align, due to "ignored" TFN's being counted on the dashboard but excluded from the underlying report.
- Carried out some optimisations and improvements for calculating lodgement figures after changes to exceptions and ignored TFN's.
The other bits
- User Profile Update
- Re-arranged the employee details area and added the ability to add your own picture.
- This will be used in other areas across AccountKit in time.
- Presently it just appears at the top of your page, but doesn't it just feel good!
- Various Bug Fixes & Refinements
- Fixed a bug where the birthday dashboard wouldn't appear due to an error with a birthday date format.
- Fixed an issue where the excel export of any schedules would fail.
- Full upgrade to the underlying Outsystems platform.
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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