Released May 2026

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:  

Cross-Source Account Selection:

Extend support for the Cross-Source account selection function added in the last release to cover Editing Journals, Asset Group and Distribution functions.

BAS and GST reports:

Update the logic for the signing (positive or negative) to be aligned to how these values would be included in the BAS summary. Credit Values in GST/BAS Income will show as Positive Values, amounts coded to Income that reduce Income will show as a negative value.

Issues resolved:

• Chart of Accounts sync – correct the error where some practices encountered a Null error when syncing their Chart of Accounts.
• Update the colours in the Trial Balance review function

Released April 2026

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include: 

Cross-Source Account Selection: 

When creating a journal entry, accountants can now search and select accounts from 
any available source — including the firm's Accountant Chart — regardless of the data source attached to the accounting period.  

Issues resolved:

• Resolved an error when exporting Financial Statement reports to PDF under 
  specific circumstances.
• HandiLedger import – correct something went wrong error when Client and 
  Accounting Period created but no data imported
• HandiLedger import – to resolve HandiLedger imports where there are Cash 
  transactions (or transactions with multiple dates), these are now split into 
  monthly journals to resolve out of balance errors
• Asset Import – clearer validation message when importing assets with 100% 
  Private Use, and the user is now permitted to continue with the import, however 
  that effected asset will NOT be imported. 

Released March 2026

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:

NZ Open Banking:

We're upgrading to New Zealand's new regulated Open Banking system for your bank connections with ANZ, ASB, BNZ, and Westpac. This improvement means your clients will authorise their bank feed connection directly with their bank using their secure login. You can initiate the migration from the Feed Collection Summary.

This one-time step ensures your clients' bank transactions continue flowing seamlessly into their accounting records while providing enhanced security and compliance with New Zealand's Consumer Data Right framework. All historical transactions and account settings will remain intact, and the process takes just a few minutes for your clients to complete.

Released February 2026

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:

Sort all:

Access Ledger now includes a "Sort All Accounts" feature that enables users to reorder accounts across all headers in a single action, significantly improving efficiency when managing the chart of accounts.

Bug Fixes and Improvements

Feature sentiment:

Implementation of a sentiment capture framework to gather user feedback on new features as these are released to market.

Accounting Period deletion:

Enhanced visual design and messaging when deleting an Accounting Period to better communicate the permanent nature of this action.

Access Accountants integration authorisation:

The Access Accountants integration now uses enhanced system-based authentication, delivering improved efficiency and reliability for seamless data synchronisation across your connected applications.

Partnership Profit Allocation Rounding

Fixed partnership profit allocation rounding errors that caused distribution journals to be off by cents, ensuring profit distributions now match actual profit exactly for percentage-based partnerships.

Roll over opening balances

Fixed rollover process to correctly allocate opening balances where custom headers contain an Opening balance account when rolling balances forward between accounting periods that use different data sources.

Released 27 January 2026

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:

Automated Asset Disposal Journals

Access Ledger now automatically creates disposal journals when you sell assets. The system calculates profit or loss on disposal and posts the appropriate entries to clear asset costs and accumulated depreciation.

Print Journal transaction reports

A new report lets you print complete journal details grouped by journal number.

Trial Balance Review

Trial Balance Review connects your Trial Balance directly to cloud-based supporting document, eliminating the need to manually cross-reference between systems during year-end reviews. Accountants can now link balances to documentation, track review status, and add notes all from a single integrated view, significantly reducing review time and improving workflow efficiency.

Bug Fixes and Improvements

Account management improvements:

Fixed account/header reordering issue during account merge operations - headers and accounts now maintain proper order when allocating accounts

Custom headers (e.g., Beneficiary Loan) now display correctly in Admin Centre Report Masters Customization at proper hierarchical positions

Resolved blank notification messages when moving headers - now shows clear error messages for restricted operations

Reporting fixes:

Fixed incorrect compilation dates on exported PDF financials - dates now display correctly regardless of export time

Footer templates now appear correctly in Admin Centre page templates dropdown menu

Asset module fixes:

Excel data source now properly allows new accounts in Asset Groups - accounts save correctly and persist when reopening

Asset Groups now show consistent validation messages for incomplete account fields, matching depreciation account behaviour

Fixed display issues when using Accountants Chart in Asset Groups

Released 1 December 2025 

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:  

Master Chart of Accounts Synchronisation

With Master Chart Synchronisation, a single click updates your clients file with structural changes from your practice's master chart while automatically protecting each client's customized accounts and allocations.

Zap Data Hub – Process Model

Updated the refresh model process to only update the models specific to the ledger import, providing significant performance improvements. 

APS Chart of Accounts improvements

Improvements to which accounts are allocated to different entity structures.

Released 27 October 2025

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:  

APS Chart of Accounts Matching Rules

Better migration for customers migrating from APS XPA to Access Ledger. New matching rules created for the APS chart of accounts including the functionality to automatically create partner and beneficiary account headings and account allocations.

Excel Add-in

Update the APS Excel import account classifications to better support the import and allocation processes when importing APS coded transactions through the Access Ledger Excel Add-in.

Trial Balance

Visualisation on the Trial Balance for unallocated accounts to increase visibility for users that allocation is required. 

Access Ledger Version 2025.07.01 released 13 October 2025 

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:  

Integration with Workpapers by ChangeGPS

Integration to allow connectivity with Workpapers by ChangeGPS providing automated Excel workpaper creation using trial balance data from your accounting system. With smart account mapping, dynamic worksheet generation, and intelligent sheet management.

Excel Add-in

The Excel Add-in currently available will be replaced with the new Access Accountants Excel Add-in. This add-in includes both the Ledger Import and Workpapers by ChangeGPS functions. Add-in Buttons:

• Ledger Import – continues to support the transfer of data from Excel into an Access Ledger client file for a specific Accounting Period 
• Workpapers by ChangeGPS – opens the Workpapers panel for the Workpapers automation functions 

Learn more about the updated Excel Add-in.

Version 2025.07 released September 2025 

Access Ledger delivers additional features requested by our existing users that directly address time-consuming manual processes. New features include:  

Zap Data Hub – refresh on demand

Allows on-demand data model refresh for a single client’s ledger putting the control back in the accountant's hands with a simple "Process Model" button that refreshes data for the specific client they're working on.

APS Chart of Accounts

Flag known Primary Production Accounts as Primary Production to streamline integration to Access Tax.

General Ledger Reporting

Add an optional GST details feature to General Ledger reports that displays the gross amount, GST amount, and GST code for each transaction alongside the standard transactional data.

Version 2025.06.01 released 8th September 2025

Accounts ordering enhancements

Resolved account hierarchy error when using custom Accountants Chart of Accounts

Correction to unintended account sequencing changes when editing accounts and account headers 

Version 2025.06 released August 2025

Access Ledger delivers additional automation features requested by our existing users that directly address time-consuming manual processes. New features include:

Trial Balance drill down

We have introduced drill down to the transactional data from the Trial Balance screen. Eliminates multi-screen navigation, enables complete trial balance reviews in flow state, reduces support burden through intuitive self-service capabilities.

• Create journals: create new Journal entries from the transaction view screen
• Trial Balance Drill Down: drill down to view Ledger transactions from the Trial Balance
• View comparative: view the transactions from the comparative accounting period 
• Edit journals: drill into the transactions to edit existing transactions

Automatic Reversal Journals

The ability to create automatically reversing entries for adjustments and accruals, simply tick the “Reversal” checkbox when creating any journal. Provides accuracy in debit/credit reversals and forgotten reversals through automated creation.

• End of Accounting Period: when rolling to a new accounting period the entry will be reversed with the opening balance journal
• During Accounting Period: reversal entry is created on the next calendar day when a new reversal is created/saved Hyperlinks: hyperlinks are included in the entries to easily navigate between the source/reversal entries

Notifications

When editing an entry that affects an opening balance for a future accounting period provide user notification, helping to prevent inadvertent changes that could create compliance problems down the line.

Other Enhancements

In the Admin Centre, allow the modification and removal of sub headers for the APS accountant’s chart of accounts template.

Bank Feeds transaction memo now includes the original bank description or the accountant’s updated description in the memo field, helping to improve financial record keeping, context, and accuracy.

Version 2025.05 released July 2025

Trial Balance Page UX Improvements

We have introduced several enhancements to improve usability and flexibility on the Trial Balance page:

• Subtotals by Class: A new toggle to view subtotal by class
• Hide/Show Quantity: A new toggle to show or hide the quantity column as needed• 
• Variance: A new toggle to view percentage variance between accounting periods to support better period-over-period analysis.
• Profit & Loss Summary: A dedicated Profit & Loss section is now displayed at the bottom of the Trial Balance.
• Default Comparative Period: A default comparative period is now automatically applied when opening the Trial Balance.
• Account Ordering Option: In the Admin Centre, you can now choose to order accounts with either Profit & Loss accounts first or Balance Sheet accounts first.

Other Enhancements

• You can now create and apply custom footer templates to your report packages.
• Car cost limits have been updated for the 2026 financial year.
• The Master Chart of Accounts is now editable within the Admin Centre.
• When enabling accountant charts at the file level, child accounts are now correctly allocated to the master custom header.

Version 2025.04 released June 2025

Key Improvements

• The term “Accounting Period” now replaces “Dataset”, aligning terminology with 
  common accounting language for improved clarity.
• Each accounting period now opens directly to the Balance page for quicker access to financial information.
• A new period dropdown menu allows seamless switching between accounting periods.
• Export the Trial Balance to Excel or PDF from the Trial Balance tab - for internal review, client reporting, or compliance documentation.
• Export Ledger transactions to Excel or PDF from the Ledger tab - for internal review, 
  client reporting, or compliance documentation.

Version 2025.03 released May 2025

Introducing System to System authentication mechanism for all Access Accountant Integration Services

Other Improvements

• Added the ability to hide page numbers in page templates. By default, page numbers are now hidden on cover and content pages.
• Bank Feeds QIF upload is now correctly importing P label as transaction description.
• Updated APS Master Chart template to ensure all account codes are in 3-digits format.

Version 2025.02 released March 2025

Your Access Accountants solution is getting a major upgrade

We’re excited to introduce Access Accountants Evo - built on the trusted foundation of our cloud native solution and powered by Access Evo, it brings cutting-edge innovation and AI-enabled functionality to your practice.

This is the first of many steps in our promise to deliver more value to our loyal customers. We will 
be in touch with more information about your upgrade to Access Accountants Evo Standard, but in the meantime, find out more.

Access Bank Feeds Enhancements

• The Australian bank connection can now be extended through the Bank Connection Settings screen. As connections will be automatically disconnected upon consent expiry, it is recommended to monitor expiry dates using the following reports: 
• Feed Connection Summary (Tenant Level) - Available in Bank Feeds menu within Admin Centre, providing a comprehensive overview of all connections at the tenant level.
• Feed Connection Summary (Feed Level) - Now includes expiry date 

Other Improvements

• Enhanced client finding logic in the HandiLedger migration tool. The Integration Server connection is no longer required

Version 2025.01 released Feb 2025

Key Features and Enhancements

• Merge Accounts screen to merge two Source Charts of Accounts
  • We have provided an alternative way to code unallocated accounts via a Screen, this is in addition to the standard drag and drop feature. eg – SME Chart of Accounts with Accountants Chart of Accounts
• Tax Integration improvements – Primary Production Tax Label
  • We have introduced a Primary Production flag for the Chart of Accounts to produce 
    Primary Production tax form labels
  • Primary Production flags are automatically configured for HandiLedger Accountants
    Chart of Accounts
  • Non Primary Production accounts do not need to be flagged as such, all accounts that are not flagged as Primary Production are treated as Non Primary Production

The following enhancements have been made to the HandiLedger migration process

• Partnership file migration - Partner Accounts
  • We now create a header account for each Partner 
  • The Partners Accounts are then allocated under the Partner header account
  • The Partners “Opening Balance” Account is then assigned for each partner header
• Discretionary Trust file migration - Beneficiary Accounts
  • We now create a header account for each Beneficiary
  • The Beneficiary Accounts are then allocated under the Beneficiary header account
  • The Beneficiaries “Opening Balance” Account is then assigned for each beneficiary 
    header
• Distribution details Migration
  • The distribution details for Partnerships and Trusts are now migrated

Other Improvements

• Bank Feeds – when signing up clients, the system now allows clients 7 days to sign up to bank feeds for Australian bank accounts.
• Inactive Accounts and Headers are now hidden from the Customise Reports screen

Version 2024.04 Released Dec 2024

Key Features and Enhancements

• Roll Forward Distribution
  
  • When opening balances are rolled forward from one dataset to another, the 
    distribution details will also be copied to the new dataset.
  • Added functionality to the distribution screen to copy the distribution details from 
    another dataset.
    
    

• Enhanced Account Management Experience
  
  • Introduced 2 new views to help users to focus on accounts in use, streamlining the Account management process:
    • “Accounts in use”: Only display accounts with active transactions.
    • “Accounts and headers in use”: Only display headers associated with 
      accounts in use.
      
      

• HandiLedger Migration
  
  • The Reporting Entity & Livestock Entity fields in the entity screen are now migrated 
    from HandiLedger Zip file.

Other Improvements

• Resolved issue to update line spacing in report style used in Financial Statements.
• Resolved inaccurate rollover balances for capital works deductions with monthly 
  depreciation.
• Corrected the display issue with PP & NPP tax labels.
• When creating a new entity in Access Practice and that client is created in Access 
  Ledger, we have automated and removed the step "create file" in Access Ledger.

Version 2024.03 Released Oct 2024

Key Features and Enhancements

• Monthly Depreciation Capability
  • Added option for monthly depreciation in asset year settings. When selected, monthly automated depreciation journals are generated (excluding pooling assets, which remain at dataset period-end). Users can also generate Year-to-Date (YTM) asset reports on both the asset and report pages.
• Compliance Update
  • AASB 2021-2 – using material accounting policy wordings in Independent Auditor‘s Report, Compilation Report and notes for the reporting entities
  • Updated car cost limits for FY24 & FY25 in Asset module
  • UI Improvements
  • Moved report controls to the left on the Trial balance and Ledger pages under the Balances tab.

Other Improvements

• Resolved issue with the trading account as a report filter in the report
• Resolved display issue with swing account balance for the comparative report
• Bank feed rule page now displays correct rule descriptions
• Optimised HandiLedger matching rule logic
• Rebranded Access Ledger user invitation email template

Version 2024.02 released July 2024

Key Features and Enhancements

• Digital Assistant
  • At Access, we’re dedicated to continually improving your experience and providing you with the best support possible. That’s why we’re excited to introduce our latest enhancement to Access Ledger: Digital Assistant. For customers on Standard and Premier Support Plans, the Digital Assistant enhances your digital support options and provides a more seamless and convenient experience. As always, our dedicated Support Team are on hand to deal with more complex or technical queries.
• Tax Reports (for Accountant Charts)
  • Introduced BAS detail and BAS summary reports.
  • Date filter added for all tax reports to facilitate periodic reporting.
• HandiLedger Migration Improvement
  • Import process now migrates to the Handi Accountants Chart of Accounts.
  • Imported datasets now utilise the Accountant Charts source type, with GST journal capability.
• Bank Feed Improvement
  • Updated the new connection flow with an option to transfer bank account from another entity/feed.
  • Ability to transfer bank account to another entity/feed.
  • Performance enhancements in coding screen
  • Resolved issue related to saving tax codes in the rule screen.

Other Improvements

• Resolved reporting error for APS Charts.
• Resolved issue with saving images in report template

Version 2024.01 released Mar 2024

Key Features and Enhancements

• Livestock Functionality
  • Livestock entity flag added to Entity screen for enabling livestock functionalities.
  • Configure livestock accounts directly in trading account screen.
  • Introduction of livestock tab in datasets for managing livestock calculation with average cost and market value methods.
  • Automated livestock journal posting based on balanced livestock quantity and closing stock values.
  • Average cost summary displayed in profit and loss reports by livestock categories.
• Introduced new Chart of Accounts master template based on the APS chart.
• Introduced Full Trial Balance option for ZAP Data hub import function.
• Implemented usability improvements for Access Bank Feed Module.