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Accounting dashboard
December 2015

As well as creating a new Essentials business, you're now able to create a new AccountRight business. Once you've selected the business to create from a catalogue page, you'll be able to add the owner details (whether it's you or your client) which also contains additional fields for the financial year.

November 2015
  • You're now able to upgrade an existing AccountRight classic file to any AccountRight online product version. You'll be able to select the product version from a catalogue page which contains dynamic pricing depending on the region of your practice and retail / wholesale prices.
  • When you create a new online Essentials business, the Create a business button no longer has any drop-down options. You'll go directly to selecting the appropriate Essentials product from the catalogue page. And we've included an extra step so that you can include details of the owner - whether it's you or your client. On successful completion, you'll be returned to the Online businesses tab and a new browser tab/window opens in Essentials for you to complete the business setup.
October 2015

We've set up payment profiles so that you're able to pay for upgrades.

September 2015

We've been busy behind the scenes and resolved the performance issues with the Accounting dashboard. We've also listened to your comments and renamed a few key buttons and tabs so that they reflect how you work.

August 2015

Beta release of the Accounting dashboard to a few clients.

With this release, you'll be able to see all the Essentials files that you've access to (and in the near future - AccountRight files as well).

Upgrade AccountRight classic files to the equivalent online product type using our migration/upgrade services, provided there is an active online entitlement and a valid serial number for the account. If you don't have access to the AccountRight classic file, you're able to email your client a link for them to upload the file. Once the upgrade is complete, we'll let you know via email and the file will be displayed on the Online ledgers tab.

 

 
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