Key Features

Batch Invoicing Workflow

Save significant time with our new batch invoicing capabilities:

• Multi-Debtor Selection: Select multiple debtors to invoice simultaneously from a centralized interface
• Streamlined Invoice Generation: Cycle through the invoice creation process for each selected debtor with allocation and narration controls
• Invoice Summary View: Review all created invoices in a consolidated summary

Role-Based Dashboards

Personalized dashboards tailored to different roles in your practice:

Staff Dashboard

• View all assigned jobs and deadlines in a task-focused interface
• Priority indicators for efficient workload management
• Quick access to client files and documents
• Progress tracking with visual indicators
• Integrated time tracking options

Manager Dashboard

• Job assignments and progress tracking across team members
• Team capacity indicators showing workload distribution
• Workflow bottleneck alerts for proactive management
• Upcoming deadline visibility organized by urgency
• Team productivity metrics and performance comparisons

Partner Dashboard

• Engagement letter expiry alerts (60-day warning)
• High-level client metrics across your portfolio
• Quick access to pending approvals
• Team performance indicators and capacity utilization
• Revenue and billing summaries by client group

Dashboard Configuration

• Set dashboard type on employee records with options for Default, Partner, Manager, or Staff dashboards.

Enhanced Invoice Allocations

Powerful new capabilities for managing invoice allocations:

• Allocate by Timesheet Entry: Gain fine-grained control by allocating individual timesheet entries to invoices, allowing you to select exactly what time gets billed
• WIP Allocations on Job Pages: View all WIP allocations directly on job pages to easily track which invoices each job belongs to

Invoice GST Calculation

Redesigned GST calculation architecture to ensure accuracy:

• Invoice-Level GST Calculation: GST is now calculated at the invoice level based on GST-inclusive WIP allocations
• GST Adjustment on Invoices: New GST Adjustment field on invoices allows manual correction of calculated GST values when needed
• Improved Accuracy: Eliminates rounding discrepancies that previously could lead to invoices to show incorrect GST amounts

Professional Invoice Presentation

• ABN Display: Your practice's ABN now appears on invoices to meet compliance requirements
• Liability Disclaimer: Add and display liability disclaimers on invoices
• Enhanced Narration Formatting: Support for multiple paragraphs in invoice narrations with proper spacing, plus improved horizontal space usage for better readability
• Edit Invoice Narrations: Edit invoice narrations after invoice generation for greater flexibility in finalizing invoice details

Enhanced Invoice and Debtor Statement Templates

Greater control over how your documents appear to clients:

• Flexible Practice Address Display: New checkbox in Practice Details > Invoicing section to show or hide your practice address on invoices and debtor statements
• Client Phone Number Control: New checkbox to show or hide client phone numbers on invoices and statements
• Optimized Letterhead Display: When practice address is hidden, your letterhead logo can fill the full page width (without stretching logos smaller than page width) for a more professional appearance

Invoice Schedule Functionality

Scheduled invoices for recurring work:

• Create and manage invoice schedules when creating new jobs
• Add schedules to existing jobs: Apply invoice schedules to jobs after creation
• Invoice date flexibility: Change invoice dates after schedule creation as needed

User Feedback Integration

• Wootric Survey Integration: Built-in survey capabilities to gather user feedback directly within Access

Practice Management

• Survey component added to utility bar alongside Analytics
• Triggered based on conditions configured in Wootric admin
• Your feedback helps us continuously improve Access Practice Management

Activity Tracking

• Bulk Invoice Email Activity Events: Automatically create activity records when bulk invoice emails are sent, improving audit trail and client communication tracking

Enhancements

Invoice Display

• Job count on invoice records: High-level understanding of invoice scope through accurate job count display
• Narration consistency: Regardless of allocation view (Employee or Task), narration page displays as line items per job for consistency
• Invoice amount flexibility: Enable $0 invoice amounts for write-off scenarios and allow invoice amount changes on allocations page

Invoice Allocation Improvements

• Auto-allocation for disbursements: When invoice amount is less than total disbursement amount, system automatically reduces last disbursement allocation to fit within invoice balance, preventing unallocated amount errors

Bug Fixes

Invoice Display and Creation

• Resolved invoice display issues where pre-migration disbursements were showing alongside new invoice items
• Fixed $0 invoice creation issue that occurred when clicking Employee or Task radio buttons during invoice creation flow
• Corrected invoice allocations screen calculations across different view modes (by Job, by Employee, by Task)
• Fixed ad hoc invoice creation to properly generate WIP allocations and narrations for invoices created on clients without existing jobs

Invoice Narrations and Details

• Fixed default narration text to properly display "Client Name - Job Description" for allocations and "Disbursements as incurred" for disbursements
• Fixed client reference display in Remittance Advice section to show client reference instead of client name
  Invoice Processing
• Fixed timesheet entry value changes that would allow timesheet entry changes after creating invoices
• Resolved invoice preparation errors that prevented users from completing invoice creation in certain scenarios

Activity Tracking

• Corrected activity event creation for bulk invoice emails to create single Email Message activity entries instead of doubled-up Event entries

Released 8 September 2025

Streamline your invoice process and get paid faster with our completely redesigned workflow that reduces clicks, eliminates errors, and gives you better control over your billing process.

Please note, Access Practice Management comes in two editions – Standard and Professional (Pro). Invoicing features will not apply to the Standard edition.

Please refer to the configuration guide and the configuration steps required to configure and enable the new features outlined below.

Key Features

Revamped Invoicing Experience

We've completely redesigned the invoicing workflow to make billing faster and more intuitive:

• Multi-Location Invoice Creation: Create invoices directly from job pages, client pages, or client group pages for maximum flexibility
• Multi-Job Invoicing: Add multiple jobs to a single invoice simultaneously, saving time on complex billing scenarios
• Enhanced Time and Disbursement Allocation: Allocate time entries and disbursements from job tasks to invoices from a single, centralized location, Eliminates the need to jump between multiple screens
• Invoice Details Enhancement: New Allocations and Narrations tabs provide comprehensive visibility of all invoice-related information in one centralized location
• Support for Debtor Jobs: Seamlessly create invoices when clients have debtor job relationships

Comprehensive Debtor Management

• Debtor management capabilities have been introduced to streamline complex billing relationships:
• Debtor Assignment: Store debtor relationships against client records, with clients defaulting to themselves as the debtor
• Debtor Integration: Debtor information is automatically populated throughout the jobs and invoicing interface
• Debtor Overview: View all debtor groups with comprehensive lists of associated clients
• Transaction Visibility: See all transactions for debtors including invoices, adjustments, credit notes, write-offs and receipts
• Job Management: Display all jobs relevant to a debtor, including jobs for the debtor itself and any clients they represent

Invoice Narration Improvements

Enhanced tools for creating professional, customized invoice descriptions:

• Line-Item Customization: Edit descriptions for individual line items during the invoice creation process
• Flexible Line Items: Add new line items to invoices for additional charges or custom narrations

Timesheet Enhancements

• Customizable Time Units: Configure timesheet duration units to align with your practice's specific timekeeping standards, moving beyond fixed 6-minute increments
• Enhanced Job Integration: Job detail pages can be configured to include springboarding buttons for seamless integration with Tax and Ledger applications

Enhancements

Template Modernization

• Professional Invoice Template: Updated invoice template with a clean, modern design that presents a professional image to your clients
• Enhanced Debtor Statements: Refreshed debtor statement template with improved layout and professional appearance

Job Management

• Unique Job Titles: Job titles are now unique to each client, making it easier to identify and manage individual jobs across your practice

Documentation Updates

Comprehensive updates to Admin and User Guides covering all new functionality to help you make the most of these enhancements.

Released 24 July 2025

Key Features

Improved the reliability of generating and sending batch invoices.

Released 19 May 2025

Key Features

APM Client: Add Attributes/Other Information 

Allow for any additional attributes to be saved in a custom object linked to a Client record. Adding these attributes on a custom object, rather than the main Client object, simplifies the management of new and existing attributes, and these attributes are not impacted by any updates to APM.

Please refer to the configuration guide at Access Practice Management: Configuration Changes required for V2025.5 for the manual configuration steps required to enable Client Attributes.

Enhancements

APM: Separate Job and Time Tracking Permissions; More granular control over users' access to Jobs and Time Tracking.

Released 8 Jan 2025

Key Features

Access Practice Management now allows sending Debtor statements from the Client page in bulk. Please refer to the configuration guide - Access Practice Management: Configuration Changes required for V2025.4 - for the manual configuration steps required for this release.

Enhancements

• Addressed an issue for existing contacts where only one relationship would show between two contacts where multiple relationships exist.
• Removed the unused ‘My Open Tasks' section from the Job Tracker tab
• Allow for changing the email address of an existing Client Portal user from Access Practice Management

Released 25 Nov 2024

Key Features

Client Groups

Client Groups have been enhanced with the following functionality:

• The client group is assigned a practice based on the practice of the group’s head client.
• Client groups can now be assigned from the New Client Wizard.
• Allow multiple clients to be removed from a group simultaneously on the Client Groups Details page.

Enhancements

• Addressed an issue where only one relationship would show between two contacts where multiple relationships exist.
• Daily Timesheets: Only Admin users are allowed ‘Mark Task Complete’ for Internal Clients.
• When creating or editing a Timesheet Entry, only the Charge Rates assigned to that Employee will be displayed.
• Added a 'Daily Timesheets’ section to the Job Tracker tab.

To enable these changes please refer to knowledgebase article Access Practice Management: Configuration changes required for V2025.3

Released 18 Sep 2024

Key Features

Daily Timesheets

• Improvements to usability and data integrity. 
• Tasks can now be completed as part of the timesheet entry.
• Staff rates when entering time will now display only the rates available to the current user.

Client Groups

Client Groups is a new feature in APM that will allow related clients to be viewed and managed together. To enable Client Groups the following configuration changes are required:

Access Practice Management: Configuration changes required V2025.2  

For details on using Client Groups, refer to the Access Practice Management: Managing client groups

The first release of Client Groups adds the ability to:

• Continuous security & performance updates have been applied.  
• Add or remove a client in a client group
• Display the list of existing client groups
• View a client groups details, including Group Members, Notes and Jobs.

Released 20 August 2024

Enhancements

• Client documents stored in Access Documents will now open in a separate tab when clicked in Access Practice Manager. Multiple documents can be opened by holding down Ctrl while clicking.

Released 16 May 2024

Enhancements

• Migrating debt into Access Practice Manager from other applications now includes the Invoice Reference number (specific customers only).
• Security updates.

Released 22 March 2024

Key features and enhancements

• The theming and branding have been updated to improve alignment with other Access products.
•  Job and Task management is now available on the Access Practice Management Standard license.
• Introduced the New Client wizard to simplify the creation of related clients and associated jobs. For details on using the Client Wizard, please refer to the Access Practice Management User Guide. To enable the Client Wizard please refer to the Configuration Guide.
• Invoice narration on PDF when ‘Show Job Title’ flag is off will now left align and now have indented word wrap for better display.
• Invoice narration will show disbursements in date order not entry order for logical sequencing.

Configuration Guide available here.

Released December 2023

Key features and enhancements

Rebranding

• Practice Documents tab renamed to Documents
• Client Portal tab renamed to Document Portal.

Contact Relationships

• Improvements to Contact relationships and related lists including the ability to invite Document Portal users, in preparation for the general release of Access Document and Document Portal.

Documents

• Access Documents and Access Document Portal will be available as an add-on subscription. 
• Users of Access Practice Management will have the ability to send documents to the Access Document Portal for eSignature requests from clients and have the ability to save and edit documents from within Access Practice Management.

Released October 2023

What new features are in this release?

Rebranding 

• New Application name ‘Access Practice Management’ and new logo
• Open in HTC renamed to ‘Open in Tax’
• Open in FA renamed to ‘Open in Ledger’
• Help & Training new URL links and naming Chatter
  • Enabled on Access pages to allow for chatter by default

Configuration Guide available here.

Release date 15 September 2023

The following new features will be available with Access Accountant Cloud v2024.2

Daily Timesheets

• Improvements to extend the screen display to show more than 6 entries on the screen.
• Daily, Weekly and Monthly totals now show additional unit breakdown by: Client Units (Billable); Client Units (Non-Billable); Internal Units; and Total Units.
• Productivity % shown as [Client Units (Billable) + Client Units (Non-Billable)] / Total Units to provide a basic productivity calculation for the day, weekly and monthly summaries.
• The job task when selected defaults the ‘billable’ flag based on the job task rather than previous default of true for all job tasks.
• Automated timesheet entries will appear for user to edit and put in the end time and/or number of units to complete the entry.

Reports

• A new report to show the breakdown of the timesheet totals by employee is now available called ‘Timesheet Summary v3’ report which reflects the same totals the employee sees in their Daily Timesheets.
• A new report called ‘Aged WIP by Client’ is now available.

Debtors

• The ability to now print all debtor transactions (Adjustments, Bad Debt and Credit Memo) to PDF and choose to email using email templates, previously only available for Credit Memo.
• Reprinting invoices will now also display any approved debtor transactions that have been applied to the invoice in addition to the payments to show the true balance of the invoice outstanding on the invoice.
• The ability to produce a Debtor Statement as a PDF and email to client.
• Invoice narration on PDF when ‘Show Job Title’ flag is off will now left align and now have indented word wrap for better display.
• Invoice narration will show disbursements in date order not entry order for logical sequencing.

Other Updates

• Chatter – updates made to remove any Access Accountant Cloud dependencies no longer needed.
• Internal Time – if your practice wants to transition to the new internal time structure, please contact us so we can assist you in this transition from non-client entries to the new ‘internal’ time so you can take advantage of the new reporting available with the Timesheet Summary v3 report that includes productivity calculations.

Release date 28 July 2023

The following new features will be available with Access Accountant Cloud v2024.1

Enhancements

• Internal Client – add your practice as non-individual client record and mark as ‘internal client’. Add jobs for your practice to record your non-client time (eg. Leave, Admin, HR, Training) in our new Daily Timesheets.
• Daily Timesheets – a new application to enter time to simplify timesheet entry and adjustments and reporting on time.
• Introduced a new field ‘Job Title’ on jobs. For new jobs this populates from the master job name by default. For existing jobs, the upgrade will copy the existing Job Description to the Job Title.
• Create Bulk Jobs – using client lists, we’ve added the ability to create jobs in bulk based on your client criteria. This also includes the ability to ‘repeat’ jobs with this function.
• Disbursement types have been provided but you have the ability to manage and control the list of disbursement types to suite your needs.
• The ability to add disbursements to jobs to update your work in progress balances on jobs.
• Invoice Entries added the ability to allocate both time and or disbursement entries to the invoice amount, and automatically write off (on) the difference.
• Display disbursements on invoice by date and job type per job.
• Create a credit memo against invoices and send the credit memo to the client as a PDF using email templates.
• Create a bad debt write off against an invoice.
• Create a debtor adjustment against the invoice.
• New reports that showcase the new WIP and Debtor transactions:
  • Clients Jobs with WIP
  • Aged Debt
  • Debtor Transaction Listing
• Updated page layouts to reflect financial transactions for WIP and Debtor transactions at Client, Jobs, and Invoice level.

Minor Updates

• Renamed ‘posted’ to ‘completed’ for timesheet entries.
• Practice Details – updated ‘Show Job Type Names’ option to ‘Show Job Title’ to reflect the new Job Title now available on jobs.
• Updated fields in Job Tracker display for Job Title

Security and Permission Set Updates

• New permission set called ‘Bulk Create Jobs’ as either disabled or enabled to allow the bulk creation of jobs from client lists.
• New permission set called ‘Managed Disbursements as disabled or enabled to create and manage disbursement entries.
• Adjustment to ‘Client Invoicing’ Manager permission to
  • Create invoices on demand for jobs, not just on completion of jobs.
  • Delete non-approved invoices.

Release date 26 May 2023

The following new features will be available with Access Accountant Cloud v2023.1

Enhancements

• Batch Create Jobs for selected clients.
• Re-assign Job Tasks for a Job to another Employee.

Resolutions

• Improved the way the Job Task Ripple Dates are validated where previously an invalid date was returned.
• Creating new users from the employee record page now allows for over 50,000 records.
• Where more than one Job Task exists, and the status is changed to Complete, the Job Status now saves with the completed status and an invoice is created.

Release date 2 Dec 2022

The following new features will be available with Access Accountant Cloud v2022.3:

Client Management enhancements

We have added the ability to send bulk emails to the main contact from Client List screen. From here the user can filter their Client List and send an email to a sub-set of clients.

Job and Invoicing enhancements

The following enhancements apply to the Premium Edition of Access Accountant Cloud:

1. Payment details on invoices now include the name of the employee who received the payment. E.g., “Payment REC-00000001 Paid by Credit Card, Received by John Smith”
   
   
2. Invoice schedules which allow clients to be invoiced at regular intervals (Monthly, quarterly etc.) can now be added to existing client jobs. Previously invoice schedules could only be created at the time the job was created.
   
   
3. The Job and Job Task Assigned To fields have been changed to now display the employee's full name rather than just their surname.
   
   
4. When a Job is created with a Start Date equal to or less than today’s date, the Job and Job task Status fields are now automatically set to “Ready to Start”.
   
   
5. If a user manually changes a job’s Current Job Task field, it will now display and search for only Job Tasks associated with the current Job.
   
   
6. A Job Task management screen has been added to allow users to re-order Job Tasks by drag-and-drop and update the Status of multiple Job Tasks at once.
   
   
7. Further automation has been added to the updating of Job and Job Task Status fields and the tracking of the job Current Job Task field.
   
   
8. The process which automatically updates the Status of “Not Started” jobs to “Ready to Start” on their start date has been improved to handle more than 75 jobs starting on a date. It also now works for Jobs which have no Job Tasks.
   
   
9. Timesheet entries can now be edited and moved from one timesheet to another. Previously if a timesheet entry was added for the wrong date, the timesheet entry had to be deleted and a new timesheet entry added for the correct date.
   
   
10. Payments can now be recorded against approved invoices by any employee who has invoice manager permission.
    
    
11. The Create Client Invoice button process which creates a Job, Job Task(s), invoice and payment from a single screen has been enhanced to optionally allow a timesheet entry to be recorded at the same time.
    
    
12. If the Change Invoice Dates button is used to move (open) invoice entries to a different date which has an existing (open) invoice, and the original invoice has no other invoice entries it will be deleted.

User Interface (UI) enhancements

The following enhancements apply to the Premium Edition of Access Accountant Cloud:

1. Changed the “End Task” screen within the Job Task to make the buttons more intuitive and save the timesheet entry prior to updating the Job Task Status to “Completed”.
   
   
2. The invoice entry Description field length has been increased from 255 characters to 1,024 characters.

Resolutions

Fixed an issue where GST Free amounts were displaying on invoices with GST.

Release date 15 May 2022

The following new features will be available with Access Accountant Cloud v2022.2:

Access to Tax forms and Activity Statements

The integration between Accountant Cloud and HandiTax Cloud has been enhanced to allow users to:

• View a list of Tax Forms and Activity Statements from the Client record in Accountant Cloud
• View details of a selected Tax Form or Activity Statement
• Springboard directly into the selected Tax Form or Activity Statement within HandiTax Cloud from Accountant Cloud

Premium Edition enhancements

Jobs and Time

• Parent Job Status now automatically updated to Completed upon all related Job Tasks being marked as Completed

Invoicing

A new "Create Client Invoice" button on the Client screen, will allow users to create Job, Invoice and Payment Records for the selected Client.

• Remittance Advice improvements:
  • Configure accepted payment methods by Practice
  • Remittance Advice format will automatically change based on payment methods accepted
• Display related Payment records on the Invoice, adjusting Amount Due as required

Release date 16 March 2022

The following new features will be available with Access Accountant Cloud v2022.1:

Invoicing

• Create Invoices
  • Fixed Fee
  • Scheduled (monthly, quarterly, bi-annual and annual).
  • Partial
  • Multi-job
• Customise Invoice description, and Invoice to a different Client.
• Configurable Invoice Design
  
  • Practice Bank Account/E-payment details
  • Letterhead Design
  • Remittance Advice
  • Payment Terms
• Invoices automatically saved as PDF upon approval.
• Bulk-email approved Invoices to Clients
• WIP vs Invoice amounts
  • Displayed on Invoicing screen
  • Available as a Report
• Flexible Invoice Approval Process
  • Set up Invoice Workflows
  • Invoice and Payment Tracking
  • Allocate Payments to Invoices
• Automated Invoice creation on Job completion

User Permissions

• Invoicing Permissions
  • Manager
  • Standard
  • Disabled
• Client Bank Details Permissions
  
  • Write
  • Read Only
  • Disabled

Release date 11 November 2021

Job and Time Tacking
The Assigned To field for the following reports now show the Employee’s First Name and Last Name.

• Client Job Status Report V2.
• Client Timesheet Detailed Report V2.
•  Employee Task Report V2.
•  Fee vs WIP by Job Owner V2.
• Over Budget Jobs V2.
• Revenue by Partner V2.
• Timesheet Summary Report V2

The Assigned to field for the following dashboards now show the Employee’s First Name and Last Name.

• Revenue By Partner.
• Fee vs WIP By Job Owner.
• Over Budget Jobs.

The Remaining Units field in a Job Task will now show as zero when a Job Task is marked as Completed.

The Remaining Units field in the Job will now correctly calculate the Job’s Remaining Units for the Remaining Job Tasks even if earlier Job Tasks exceed Estimated Units.

The Job Progress % field will now correctly calculate the progress based on completion of each Job Task.

The Over Budget Jobs V2 report and the Over Budget Jobs dashboard will now show Jobs which are Not Completed and when either of the following conditions are met:

• Actual Units greater than Estimated Units; or
• WIP greater than Estimated Fee.

Release date 26 April 2021

This update for Access Accountant Cloud Version 2021.1 also includes information about the Integration Portal.

Features
Integration Portal
HandiSoft Final Accounts Product Setup and Maintenance (note 1, this feature requires access to Final Accounts licences).

• Final Accounts is now integrated with Accountant Cloud. This new feature is available in the Product Setup in the Integration Portal.
• Create and update Entities (and Client Groups) based on changes to Client information in other integrated products.

HandiTax Cloud Product Setup and Maintenance (note 2, this feature requires access to HandiTax Cloud licenses).

• HandiTax Cloud is now integrated with Accountant Cloud. This new feature is available in the Product Setup in the Integration Portal.
• Create and update Clients based on changes to Client and Contact information in other integrated products.

Data Mapping

• A new tab is available on the data mapping screen called Client Matching. This initial process allows Clients across different systems to be matched and mapped to facilitate client syncing.
• Integration Server automatically handles data mapping for Practices and Clients thereafter.
• The Organisation Admin can view these mappings and make any necessary corrections as required.

Sage Accountant Cloud
HandiSoft Final Accounts with Accountant Cloud (note 1, this feature requires access to Final Accounts licences).

Enable integration of Accountant Cloud with Final Accounts, allowing any change to client information to be kept in sync across all products.

HandiTax Cloud with Accountant Cloud (note 2, this feature requires access to HandiTax Cloud licenses).

• Enable integration of Accountant Cloud with HandiTax Cloud, allowing any change to client information to be kept in sync across all products.
• Client Bank Account Details are synced between HandiTax Cloud and Accountant Cloud.

Job Enhancements (note 1, this feature requires access to Accountant Cloud Premium Edition).

• Recurring Jobs can now be created weekly, fortnightly, monthly, quarterly and annually.
• Users can now launch to the relevant application’s login page to complete a “Prepare” type Job Task.

Reports and Dashboards

• The following new reports and dashboards are created to show the applications used to complete Client Jobs.
  o Accounting Application Used V2
  o Payroll Application Used V2
  o Financial Statements Application Used V1
  o Superannuation Application Used V1
  o Taxation Applications Used V1