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:
30th August 2021
Workflow and the conversion of tools to the new framework continues in the background, so the updates continue to be minimal beyond a bunch of bug fixes and the like, with the exception of the various awesome FYI integration.
What's New Webinar
Integration with FYI
We've released our initial integration with FYI to a small closed Beta group, with open Beta scheduled for September 6. We're super proud of this integration, for it truly feels like FYI is a fully connected and integrated DMS system into all areas across AccountKit.
Details on how to set it up can be found here in the help file. In short though, it's as simple as:
- Have your a practice administrator (with full FYI authority) authorise FYI for your business + set the default cabinets.
- That's it, it really is that simple! 🤩
What can you expect (soon):
- Functionality across AccountKit:
- Drag and drop files into a file browser direct into FYI with applicable cabinets assigned.
- Browse cabinets and preview of files direct from FYI.
- Linking of documents within FYI to any of the AccountKit tools
- Exporting of reports and list from AccountKit direct into FYI.
- Download documents locally direct from FYI.
- Where can you access FYI?
- Client details page - browse the cabinet for that client, or click through to the client cabinet in FYI.
- Client group page - browse any of the cabinets for clients in the group
- Client list view - browse the cabinet for that client, or click through to any of the clients in the group within FYI.
- All tools - Anywhere you have the option to export to PDF or Excel files, you can choose to browse to and save direct back into FYI.
- Client details page - browse the cabinet for that client, or click through to the client cabinet in FYI.
Our other focuses for the month
- Equipment Finance - various bug fixes as follows
- If no records, the headings should still show.
- If payments made prior to a deferral event were late, it would incorrectly show as being out of balance.
- A refinance event after a deferral event would have incorrect payout values.
- If you selected the schedule name, it would open the schedule twice.
- GST calculation issues in the purchases area where multiple tracking categories exist.
- (i) icon showing late late payments sometimes didn't show the correct amounts.
- Removed masking on number entry fields that was creating some unusual cursor behaviours
- Inter-Entity Loan
- Refined the export and upload to DMS function so as to not reset the report settings from the reconciliation report and summary report.
- Added DMS options to the IEL Summary Report
- Removed masking on number entry fields that was creating some unusual cursor behaviours.
- Amortisation Scheduler
- Refined the export and upload to DMS function so as to not reset the report settings upon export to DMS.
- Fixed an issue with tax code on opening adjustment for non-AU Xero orgs.
- Fixed an isue where the schedule balances wouldn't update upon creation until you synced with Xero again.
- XPM Integration
- Fixed a bug where a manual sync of a client would remove any relationships with affiliates.
- Fixed an issue to prevent the manual / overnight sync converting an affiliate to a client.
- After FINALLY getting a fix from Xero, we can now post partnership relationship percentages with decimals. This has been an issue for 4 years!
- Clients
- Optimised the export of a client list, either filtered or unfiltered. Used to time out if there were a lot of records, but now takes around 15 seconds per 8,000 records. Took the opportunity to clean up the report and make it more readable.
- Fixed a spelling error in the bulk update pop-up and other useability tweaks
- Fix issue where deleting an address in AccountKit, wouldn't then remove within XPM.
- Fixed a bug where you could select the option to merge clients and not select a "merge-to" target, resulting in a merge to nothing issue.
- Other
- Optimised the Xero connection encrypt/decrypt function reducing the speed per access from 350ms to 0ms, which is material when you're calling this function thousands of times a day.
- Put in a check to prevent Xero orgs being connected to multiple organisations.
- Fixed an issue where previewing of a file with "&" in the file name would fail.
- Fixed an issue where special characters in client descriptions within the client map would cause blank PDFs.
- Fixed an issue where exporting would fail, specific to Firefox.
- Fixed a bug causing client history changes to not show after 14 records.
- Unified a number of different versions of the DMS file browser to a single browser.
- Fixed franking account register error "Server cannot append header after HTTP headers have been sent"
31st July 2021
We continue to chip away in and out of lockdown, no one week being the same, school holidays one minute and next we're homeschooling with the kids and pets. Otherwise we continue to forge forward on workflow and starting to evolve the old UI over to the new whilst fixing bugs along the way. Unfortunately this makes the list a little on the skinny side down below.
What's New Webinar
- None for this month
Our focus for the month
- Document management
- Refinements getting ready for conversion to the new framework
- FYI Integration and refinements, bringing it super close to beta release. It's looking fab!
- Client Map
- Fixed a bug where the Date of Birth and Ages should update immediately when the effective date changes.
- Fixed a bug in the auto-build where it would fail if there were less than 4 entities.
- Fixed a bug where creating a contact, affiliate or prospect in the client map, would instead create a client, thereby also creating a client in XPM.
- Xero Connection
- Implemented some changes to increase the reliability of syncing in changes to accounts, tracking categories and tax rates when the refresh from Xero icons are pressed.
- Amortisation Scheduler
- Fixed a bug for non-AU regions where the adjustment journal would pick up the incorrect tax code; It would post correctly, but show the wrong details in the journal window.
- Equipment Finance
- Optimisations around the loading of the list view of all schedules which has been getting slower and slower as more loans are added to the system.
- Fixed a bug for non-AU regions where the adjustment journal would pick up the incorrect tax code; It would post correctly, but show the wrong details in the journal window
- Inter Entity Loan
- Fixed the ordering of the columns within the IEL summary tab
- Fixed a bug for non-AU regions where the journal would pick up the incorrect tax code; It would post correctly, but show the wrong details in the journal window.
30th June 2021
Happy EOFY (for AU accountants and bookkeepers), well done on making it through another somewhat manic, crazy year! Our focus this month has been on a myriad of small refinements and lots of bug fixes, otherwise pushing on with the workflow tool.
What's New Webinar
Our focus for the month
Inter-Entity Loan Reconciliation Tool
- Added the ability to lock the header and left column so as you scroll in any direction, you can see all the entity details still.
- Enabled the ability to export the list view for all loans, so you can manipulate easily in excel.
- Fixed a bug where the Summary Report would sometimes not show all entities upon export to Excel and some incorrect values.
- Fixed some issues with the excel export where some transactions wouldn't show, which would also throughout the totals shown.
- Fixed a recent bug that would cause the adjusting entry to fail upon post.
- Fixed a bug that meant you had to select a tab twice for it to work.
- Fixed a bug where if you show reconciled, select one and hide reconciled, the clear selection cross wouldn't disappear.
Xero Blue Sync
- Refine Xero checking process so that the Xero icon will now go red immediately if there's a permission token error, rather than wait for 3 failed attempts (in case API down temporarily)
- Added Xero user identity from Xero to the "last connected" details for each new Xero connection
- Updated the connection details to show the last connection, not the first connection.
- Sometimes when authorising an already authorised connection, users would be directed to a blank page.
- Updated to only get Xero accounts that have an ACTIVE status
Various Bugs & Minor Enhancements
- Division 7a
- Fixed an issue where the cursor would jump around in the conversion balances fields
- Fixed the issue where a journal has been posted, the conversion balances should no longer be editable.
- Equipment Finance Tool
- Further optimisations to speed up the list view of all schedules.
- Added the Xero icon to the top of each equipment finance schedule for when sync with Xero is selected
- Fixed a bug where the filters from the dashboard for recently completed, out of balance and journals ready to post wasn't working.
- Amortisation Scheduler
- Enabled editing of the Tax Code when adjusting opening balances.
- Client Map
- Added ability to delete a theme
- When updating the "effective date" of a diagram, it updates the values of individuals ages immediately.
- Fixed a bug where a change to the TFN didn't flow back to the client and XPM immediately upon save.
- Client Detail
- Fix bug that enabled a client to be added to the same client group twice if done in different browser instances. The resulted in duplicate entities and relationships in the Client Map
- Enabled export of client list to include the primary contact name for each client.
- Fixed a bug that meant you could only see 11 history changes
- Fixed a bug that meant the creation of a new affilate didn't show in the history + a change of address resulting in a "none to none" change event.
- Updated spelling of the relationship "Appointer" to "Appointor". XPM still shows as Appointer.
- XPM integration
- Fixed a bug that would reset the "balance date" in XPM to January.
- Refined XPM sync to ignore masked TFN's causing saving to XPM to fail.
- Refined valid email check that wasn't letting a valid email sync to XPM
- New Tenant setup
- Fixed a bug where new sign-ups wouldn't always get the default client map themes and text templates. Rolled out through all tenants that were missing these details.
- ATO Lodgements
- Fixed a bug where a resolved exception wouldn't disappear immediately + optimised.
31st May 2021
Whilst lodgements for tax, business activity statements and trustee resolutions have been your focus, we're focussing heavily on the unseen - be it bug fixes or workflow-related matters. Next month we'll have plenty to show for our efforts, but not much that you'll see here unfortunately.
What's New Webinar
- None for May
Our focus for the month
Division 7a Tool
- Addition of a Lodgement Due date option in the first year, which then auto-adjusts the minimum repayment based on any payments made prior to the due date.
- Further to this, if you choose to do a dividend any time prior to that date, we needed to handle the auto-calculation of the dividend based on the due date - normally a trial and error affair when using the ATO calculator.
- Updates to the dividend allocation page - you now set the final dividend you would like and the top-up is auto-calculated.
- Added some new validation routines for dates chosen outside of the applicable year.
- Optimised the dividend pop-up to make it faster.
- Updated the payout function of loans in year 1 after above changes.
Inter-Entity Loan Reconciliation Tool
- Made all reports much more robust; Historically the reports couldn't handle data outside of the reconciliation range (ie. prior to the Last reconciled date); Now you can choose any date range you like and the reports will all make perfect sense, as opposed to the nonsense it used to show.
- Fixed some bugs
- Default tax code in non-AU regions wasn't populating if there wasn't BAS Excluded in the tax code list; Now handles all regions properly.
- Fixed some issues with the excel export where some transactions wouldn't show, which would also throughout the totals shown.
- Fixed a recent bug that would cause the adjusting entry to fail upon post.
Equipment Finance Tool
- Fixed a bug where if you use an (') in the description, it generates an error when printing to PDF.
- Fixed a bug where the purchase journal of an schedule that has current / non-current splits and the contract date is on the same date as the first payment date, would result in incorrect current / non-current establishing entries.
Various Bugs & Minor Enhancements
- Client Map
- Fixed a bug where the other settings for the Outline Theme wouldn't save.
- Addition of the Dext logo to the available logo list for software maps.
- Fixed further various bugs associated with the change over to Xero OAuth2.0 and Xero Blue connections.
- Fixed a few XPM integration issues.
- When saving a client in AK with an entity type that no longer exists in XPM, an error is returned.
- If you merge clients or contacts, blank field changes weren't flowing back to XPM, resulting in a difference between systems; Upon sync back the contact would re-appear once again.
- Similarly, if an invalid email was saved in AccountKit, it would allow it, but it would fail validation when sending to XPM. Upon sync back it would return the email address back to what it was and reverse the merge; We now check for valid emails upon save.
- Further to this, the merging of a contact without a middle name didn't flow through resulting in an unmerge upon resync.
- Added a spinner to the merge button, since it can take some time for the merge and update to XPM to happen; This lets you know that it's still in progress.
- Sometimes when a client is a contact of itself and the contact record is merged back to the client, you would end up with two contacts records to themselves.
- Made a change such that we don't change contact record to "last name, first middle".
- Refined the timer process that runs a full XPM check each night for other changes not picked up through out the regular "update modified'
- Client data - Updated the bulk update pop-up such that it doesn't appear if there are no related clients in the same group.
- Outlook / Gmail Integration - Added information text to highlight in AccountKit and in the Outlook / Gmail extension when the email account has been disconnected (which can happen when the password changes). Also disabled buttons in the email extension when the email account has disconnected.
- ATO Imports - Added a check when importing ATO lodgement data to ensure the format is correct. This is to prevent importing files on the wrong format - even a delete of a single column would break the import process, with no accompanying warning.
- Fuel Tax Credits - simple tweaks to make the table more readable by changing some column widths and removing word-wrap on the totals column.
30th April 2021
Apart from consuming way too many chocolate eggs and never quite enough quality family time, our focus continues to be on stability, bug fixing, optimisations and workflow in the background. So not a lot to show for what is otherwise some super exciting work.
What's New Webinar
The many minor bits and pieces
- Various Refinements
- Correspondence Register
- Upon export to excel, we've now included some requested extra fields being the User that created the record, who it was assigned to and who it was shared with.
- Locked down the ability to link/unlink files from DMS for emails (ie. you shouldn't be able to remove or add attachments to a previously sent email).
- Inter-Entity Loan Reconciliation Tool
- Created a new excel export for the Summary Tab.
- Correspondence Register
- Various Bugs
- Fixed a bug with the ATO Lodgement graph that would sometimes causes prior years to disappear.
- Fixed an issue with the Outlook addon - the option “Remember this device” was not showing because Microsoft had updated the built-in browser of desktop Outlook. Took the opportunity to also allow the remember option when users login by Xero SSO.
- Fixed a bug where current correspondence register filters weren't being applied correctly upon export to Excel.
- Fixed a couple of reporting bugs for Division 7a where 25 year loans wouldn't appear within any reports when outside of a 7 year time frame + the settings weren't displaying the correct number of periods either, despite being correct behind the scenes. Also disabled the showing of groups where a specific group hasn't been selected.
- Fixed some issues with the rich text editor utilised within the correspondence register
- Inability to see the borders of any tables;
- Preview view wasn't correctly showing the alignment of images, alternate row colours and header row background in tables.
- Fixed various bugs for the Inter-entity loan tool
- Selection of transactions would on the rare occasion result in some odd results with summarising the totals and multiple decimal places
- Long-standing bug - actually two bugs that combined meant the Xero data wouldn't always fully sync overnight, combined with the transaction lists in each loan not updating.
- Fixed a bug where if you filter on the right transaction list, the actions menu would disable.
- Fixed various bugs and made minor refinements to the Equipment Finance tool.
- Fixed a bug where you could change irregular schedules after a deferral has been processed, resulting in a rebuilt schedule without the one-off event, which then would change interest values. We've disabled this ability.
- Fixed a bug where the export to excel would sometimes generate an invalid excel file.
- Refined handling of different currencies to properly handle different types.
- Fixed various bugs with the client map tool
- Fixed a bug where at times a diagram won't export centred on a PDF.
- Fixed a bug where an individuals name format would change after saving.
- Fixed a bug where auto-lines wouldn't always generate.
- Fixed various bugs associated with the change over to Xero OAuth2.0 - primarily around the ability to disconnect, but otherwise in relations to legacy connections that had previously stopped working and couldn't be converted (a failure usually happens when the user who established the connection, has since left the organisation).
31st March 2021
March has seen us go underground for a while working on a myriad of things behind the scenes, but not a whole lot of public facing stuff beyond a few bug fixes and monitoring the roll out of OAuth2.0 for the Xero connections per last months release.
The many minor bits and pieces
- Various Refinements
- Added the ability to calculate a payout value within the Division 7a Calculator; So at any point you know how much of a payment to assign to an account to pay it out allowing for interest that has accrued.
- Added the ability to hide the age from the teams birthday dashboard; We understand sometimes people are sensitive about their age, but it doesn't stop them from wanting to celebrate with the team!
- Added the ability to set a minimum password length within your practice settings
- Disabled the ability of changing a XPM linked client over to an affiliate or contact. This had the effect of messing with the billing and started archiving attached clients in XPM.
- Rolled out the text templates to prior subscriptions (was only applying to new subscriptions)
- Made emails and SMS non-editable after having been sent, for they simply shouldn't be edited once a client has received them, otherwise our audit trail is gone!
- Added ability to have Send & New to the Correspondence Register, so you can send many emails in a row thereby saving 1 click at a time.
- For all list views, changed the link to any client to a "link icon" so as to not accidentally open a client record.
- Added the ability to show and hide a person Age in the indivdual and individual groups within the Client Map + spacing for TFN's, ABN's and ACN's.
- Added the ability to calculate a payout value within the Division 7a Calculator; So at any point you know how much of a payment to assign to an account to pay it out allowing for interest that has accrued.
- Various Bugs
- Fixed the deep link click through for BGL CAS that stopped the ability to click to the client from AccountKit
- Fixed an issue where you couldn't attach files in the email extension for Suitefiles, Dropbox, Nimbus and Box.
- Fixed a bug in Division 7a where if you change the date of the dividend but don't enter a top-up amount, it would clear the date back to the default once again.
- Fixed a bug wihere a new entity addition to the client map wouldn't behave.
- Fixed a long standing client map bug that was causing duplicate relationships (due to clients being in multiple groups) to appear.
- Fixed a client map bug causing descriptions to disappear.
- Fixed a bug resulting in duplicated transactions within the Inter-Entity Loan tool
- Fixed a bug resulting in duplicated & incorrect values in the inter-entity loan reconciliation report.
- Optimised the Equipment Finance list page to speed up the load time (more to come)
- Fixed a number of bugs with the Equipment Finance Summary & Summary movement reports, where some fields weren't showing up upon export to excel and with visual issues.
- Fixed a bug in the export routine for the flexible loan calculator.
- Clarified an error where journals in Xero have been archived, which returned a non-sensical error with no clear direciton on what to do.
- Locked down the Equipment Finance schedules disabling any ability to change settings in a non-xero connected irregular schedule once a defferal has been run. Changes made after a deferral would result in a schedule resetting and the calculations changing.
- Fixed a bug in the Inter-entity loan where any other currency symbol was used resulting in a NaN error upon first transaction selection.
- Refined the Equipment finance calcualtions not to run before basic details are populated, otherwise it'll continually return a divide by 0 error.
- Fixed a bug in the individual groups which broke the Auto-build functionality.
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.
Comments
0 comments
Article is closed for comments.