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Latest Releases

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:

 

31st December 2021

The final release for the year is a little anti-climatic as we continue to focus on AccountKit 2.0. Keep your ears to the ground for the upcoming releases - in the meantime, we will continue to be a little quiet over the coming 6 months.

 

What's New Webinar

  • None this month...  

 

Our focuses for the month

  • ATO Lodgements Report Import
    • The ATO changed the layout, terminology and entity types for the lodgement report;
    • The import process now recognises the old and the new format and will utilise the appropriate import routine.
    • Given the volume of different entity types now presented, we now group based on logical entity archetypes (eg. Trust = Discretionary investment trust, deceased estate, hybrid trust, fixed trust etc). Here's how we've mapped them.
      May be an image of text that says "Client Type OLD Company Trust NEW Australian Private Company Australian Public Company Other Incorporated Entity Strata Title Deceased Estate Discretionary Trust Invest. Discretionary Trust Serv Mgt Discretionary Trust Trading Fixed Unit Trust Other Trust Public Unit Trust Listed Family Partnership Other Partnership Individual Individual/Sole trader Superannuation Fund Self Managed Super Fund Partnership"
    • The summary grid now presents utilising the new lodgement statuses, which are massively simplified and in our opinion more useful. Here's how the old maps to the new.
      May be an image of text that says "NEW Received Status OLD Assessed Issued Non Taxable Issued Taxable Lodged Not Lodged Not Necessary Impact on Lodgement % Completed Not Received Not Completed Return Not Necessary Completed Not Required** Requred Excluded *NEW status Represents new clients on our list that aren't required this year (or in the years that they weren't clients)"
    • OF NOTE - it has resulted in quite a number of new exceptions, primarily where previously a final return has been lodged, no lodgement is required at all (eg. Trustee company), or no lodgement is required until next year - these aren't appearing in the lodgement list at all
    • For more information about the ATO imports, see here.

  • Client Map
    • Fixed a bug that would sometimes cause a client map to fail saving.
    • Fixed some bugs around grouped individuals
  •  
  • Other
    • Inter-entity loan - Optimisations to speed up the load time for the list view and summary tab
    • Expanded functionality of logging capabilities for sending through to Datadog for analysis and reporting. (Eg. events like password reset, failed logins, 2fa reset etc)
    • Fixed a bug where the freebies weren't being counted for the amortisation scheduler.
    • Fixed a bug where the PD tracker wasn't exporting to PDF correctly.
    • Fixed a couple bugs with the NowInfinity exceptions report.

 

30th November 2021

Not a lot to show this month as we continue to focus on AccountKit 2.0 and some huge changes... we can't wait to share with you in the new year sometime. Think of it like a belated Christmas present. 🎅

 

What's New Webinar

  • None this month...  😐

 

Our focuses for the month

  • Inter-entity Loan Tool
    • Some bug fixes around the new functionality of the balance upon select missing reconciled and red entries.
    • Fixed a bug where auto-match would miss entries upon select / deselect
    • Optimised the reconciling / unreconciling process in a single programatic call.
    • Fixed a bug where unreconciling wouldn't void the entry in Xero
    • Made the date filters not appear when establishing a new loan, it was just confusing people.

 

  • Other Matters
    • Fixed a bug where the totals wouldn't show in the Summary Movement Report when not grouped by client group.
    • Optimisations to the Xero sync process along with a revised more speedier encryption process.
    • Fixed a bug in Equipment Finance where you would at times be unable to void any journals due to a non-existent lock date in Xero.
    • Sending events (successful / failed logins, download of client data) to Datadog to enable capturing of potential security events
    • Fixed a bug with the XPM sync where a matching client / contact from XPM could cause a sync of that client to fail.
    • Fixed a bug with the DMS default folder select that was causing it not to save.

 

 

31st October 2021

We continue to put our heads down focussing on AccountKit 2.0 and all the joy that is coming along there, ready for a release soon into the new year. Nonetheless, we've still made a few little tweaks to bring some joy to the traditional AccountKit to tide you over until then.

 

What's New Webinar

 

Our focuses for the month

  • Inter-entity Loan Tool
    • Added new functionality to enable showing of net value of any selection, so you can easily see what number you're looking for when selecting multiple transactions from both sides of the reconciliation.
    • Disabled the date range filter when establishing a new inter-entity loan. Served no purpose and caused the schedule to lock up if utilised during setup.
      IEL_-_select.gif
  • Division 7a tool
    • Fixed a bug to last months changes where payments prior to lodgement date, weren't all being summed. (fixed start of month just after original release)
  • Equipment Finance - various bug fixes as follows
    • Fixed a bug where the Void All function wouldn't update the schedule with the change in status.
    • Fixed a bug where voiding entries was incorrectly coming back with a Locked Period error.
    • Further refinements to the early / late payment logic 
  • SuiteFiles Integration
    • Implemented an updated API end point to faciliate searching from the DMS windows across AccountKit;  Previously it was very, very slow.
  • XPM Integration
    • Added functionality that stores changes made to client data in the event that a sync back to XPM failed (eg. if API is down at the time). That way, when we attempt to send again, it first updates those details that failed first, before commencing with a full sync once again.

  • Other
    • Updated encryption methodology for Xero connections and a number of changes that will boost the speed of syncing Xero data.
    • Fixed bug that was preventing default folders saving for the Box integration.

 

 

30th September 2021

Beyond the current workflow (being released into closed Alpha) and the conversion of tools to the new framework, we've created some beauty with additions to the Division 7a tool amongst a pile of polish and the like.

 

What's New Webinar

  • None this month... 😥

 

Integration with FYI (released to open beta)

We've released the integration with FYI to the broader public as an open Beta for everyone to try. It's feature complete and working brilliantly, but may suffer the odd minor bug here and there as it's put through its paces.

As mentioned last month, details on how to set it up can be found here in the help file. In short though, it's as simple as the following steps.

  1. Have your a practice administrator (with full FYI authority) authorise FYI for your business + set the default cabinets. 
  2. That's it, it really is that simple! 🤩

See last month for all the details, for it hasn't changed functionally since then beyond some bug fixes as follows

  • Fixed a bug where only the first 10 cabinets would appear in the file browser.
  • Removed the search function for the "set default cabinet" as it served no function

 

  •  

Our other focuses for the month

  • Division 7a tool
    • Fixed a bug where dividends are early in the financial year, resulting in a negative principal and interest amount being calculated.
    • Fixed a bug where you couldn't create a Division 7a in the current year (ie. 2021/22 despite there being a benchmark rate available).
    • Added the functionality of where a Division 7a loan is paid out in the first year prior to the lodgement date, no interest is accrued.
    • Some brilliant new functionality that enables you to project future interest and dividend values based on the last known benchmark rate. Note that you are not able to post entries to Xero - it's purely for planning purposes.
      Div7a_NewFeatures.gif

  • Equipment Finance - various bug fixes as follows
    • Further refinements to where the (i) icon appears for late payments
    • If a final payment was after the last payment date, it showed as out of balance. We now look for a late final payment too.
    • When voiding entries in bulk, we didn't let you know whether its failed due to archived journals and should cease before continuuing. Then the schedule would assume the entry has been removed when it hasn't.
    • Where a xero connection has been broken for a client, it would mean new schedules couldn't be built without generating errors, even if not having the "sync with xero" ticked.
    • Sometimes deleting a schedule from the list view would generate an error.

  • Flexible Loan Calculator
    • Fixed a bug where the calculation wasn't accounting for the residual, thereby returning an insufficient payments error.

  • XPM Integration
    • Updated the XPM sync function to cater for where clients are merged in Xero HQ, which would delete the XPM client after merging into a new version of the same client;  Through the API, we'd see the entity has been removed and archived them, then would receive the instruction to create a new client. This meant we ended up with duplicate clients with no data and the correct client being archived. We now look for this situation and ignore it and instead re-assign the new XPM ID to the old client - problem solved!
    • Following on from this, to fix legacy issues, there's an option now where you can re-assign the XPM ID from the new client to the old client in AccountKit, thereby removing the duplicate and stopping the original client being archived.  See here for more information.
      blobid0.png
    • 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!


  • Other
    • Refinements to the history function ready for rolling into the new UI to simplify and boost the abilities on history being maintained on clients and tool entries.
    • Updated the Dropbox API from a long-lived to short-lived token per updates to their API.
    • Updated encryption methodologies for a number of the DMS systems (much faster encryption/decryption)
    • Where we receive an error from an integrated DMS, we now will surface in the error whether it's our error or an error coming from their system. This makes it easier to troubleshoot issues and tracking down the route cause.
    • Fixed a bug that disallowed Xero orgs to be disconnected to an archived client
  •  

 

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:

  1. Have your a practice administrator (with full FYI authority) authorise FYI for your business + set the default cabinets. 
  2. 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.
      mceclip1.png

    • Client group page - browse any of the cabinets for clients in the group
      mceclip2.png

    • Client list view - browse the cabinet for that client, or click through to any of the clients in the group within FYI.
      mceclip0.png

    • 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.
      mceclip3.png

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
mceclip0.png

  • 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.
      mceclip1.png
  • 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.

 

  • 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.
      blobid0.png
    • 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!
      mceclip1.png
    • Added the ability to set a minimum password length within your practice settings
      mceclip0.png
    • 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.
      mceclip2.png

 

  • 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.
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    • Added and updated a number of logos
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      • 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.

  • 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.
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    • 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.

 

 

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:

  1. Have your a practice administrator (with full Microsoft Admin authority) authorise Teams for your business + set the default channel & communication methods
  2. Then each user will receive a notification to prompt them to authorise their own accounts.
  3. 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.
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  • 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.
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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.

ATO_Lodgements.gif

 

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.
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    • Presently it just appears at the top of your page, but doesn't it just feel good!
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  • 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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