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You are cautioned not to place undue reliance on these forward-looking items. Items in this list may be removed and/or updated without notice.

[Enhancement] Addition of an Asset manager to Gold version.

[Enhancement] Adding dashboards for Profitability and Working Capital.

[Enhancement] New Customised invoice layouts option.

[Enhancement] Conversion facility to convert Desktop data to the Cloud program.

[Enhancement] Addition of a loan register.

[Fix] Made adjustment to Fraud headers in MTD lodgement data.

[Fix] MTD VAT box 5 now calculates correctly in all cases.

[Fix] Fixed method that gave users “No Connection” message when submitting via MTD.

[Fix] Added extra Date validation when submitting via MTD.

[Enhancement] MTD ready

[Fix] Transaction listing report now shows correct amounts for Vat Zero rated entries. (Blue)

[Fix] Transactions split over several columns no longer give incorrect VAT totals in Transaction listing. (Blue)

[Fix] The edit VAT menu item now working for all tax types. (Blue)

[Fix] Allocations split between VAT and zero rated now show correctly when generating generic export files. (Blue)


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You are cautioned not to place undue reliance on these forward-looking items. Items in this list may be removed and/or updated without notice.

[Enhancement] Addition of an Asset manager to Gold version.

[Enhancement] Adding dashboards for Profitability and Working Capital.

[Enhancement] New Customised invoice layouts option.

[Enhancement] Conversion facility to convert Desktop data to the Cloud program.

[Enhancement] Addition of a loan register.

[Fix] Made adjustment to Fraud headers in MTD lodgement data.

[Fix] MTD VAT box 5 now calculates correctly in all cases.

[Fix] Fixed method that gave users “No Connection” message when submitting via MTD.

[Fix] Added extra Date validation when submitting via MTD.

[Enhancement] MTD ready

[Fix] Transaction listing report now shows correct amounts for Vat Zero rated entries. (Blue)

[Fix] Transactions split over several columns no longer give incorrect VAT totals in Transaction listing. (Blue)

[Fix] The edit VAT menu item now working for all tax types. (Blue)

[Fix] Allocations split between VAT and zero rated now show correctly when generating generic export files. (Blue)

[Enhancement] Added Invoice number to subject when emailing. (Blue)

[Enhancement] Added button to email invoice statements from Customer screen.  (Blue)

[Enhancement] Unlock code can be copied from email and pasted in to program when unlocking.

[Enhancement] Dashboard graphs now load in background to speed up file loading times.

[Fix] Missing currency symbol in options no longer causes errors when creating ABA files.  (Blue)

[Fix] On hand inventory figures no longer display to 13 decimal places.  (Gold)

[Fix] Working in Invoice manager while Dashboard graphs are loading no longer causes errors.  (Gold)

[Fix] Fixed VAT calculations that could cause dicrepancies.  (Gold)

[Fix] Net Cashflow Graph on Dash board now displays current financial year correctly.

[Fix] Adding new column to all accounts in Accountant export file now works.

[Enhancement] New User interface throughout the program

[Enhancement] New left side navigation menu allows user to navigate between sections with a single click

[Enhancement] New Business Dashboard provides a visual snapshot of your business in single page

[Enhancement] Click through option for Dashboard graphs. Clicking on a graph in Dashboard will take user to corresponding report

[Enhancement] Added Business Budget lets you set up a budget for your whole business rather than by account

[Enhancement] Ability to edit grid font size based on your preference.

[Enhancement] Colour scheme changes for more enjoyable bookkeeping.

[Enhancement] The addition of a ‘Private Use’ section to separate business and personal expenses.

[Enhancement] You can now set up reminders to appear within the program.

[Enhancement] Map bank statements for auto-allocation of income and expenses.

[Enhancement] A variety of reports can “Drill-Down” collective amounts and transactions. This allows the user to locate and view individual transactions that make up these amounts.

[Enhancement] You can create email message templates to auto-fill the message.


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To customise your columns click on the ‘customise columns’ icon. The page that appears will give you the option to customise your ‘Money in’ or ‘Money out’ columns by clicking the tab for the section you wish to modify.

The table lists all the columns that are included in the business template you selected and includes five fields of information, which you need to fill in:

  1. The Column Name, which can be up to 50 characters in length and must be unique
  2. The Accountant’s Code is used to match the codes used by your accountant’s general ledger program. If you don’t know the code your accountant uses, leave this blank.
  3. The Tax Type determines the VAT reporting that applies to the column.
  4. The Profit/Loss status – if the checkbox is ticked, then the column will be included in the Profit and Loss Report; if not, it will appear on the Balance Sheet (Movement) Report.
  5. Hide, which allows irrelevant columns to be hidden from the Money In and Out sections.

The buttons on the right side perform various functions:

  • [Add New] Click on this button to add a new column.
  • [Delete] Click on the line for the column you wish to delete and then click on the [Delete] The column will be deleted unless there is data recorded in that column.
  • [Undo] The [Undo] button will be activated when you delete a column. You can click on this button to ‘undo’ the deletion.
  • [Sort A-Z] Sort your columns alphabetically.
  • [Sort Z-A] Sort your columns in reverse alphabetical order.
  • [Add to All Accounts] Columns in one account can be added to all other accounts.
  • [Up and Down Arrows] Move your selected column in the direction of the arrow, one position for each click.
  • [Save] Click on this button to save the changes you have made. An information box will advise that your changes have been saved.
  • [Cancel] Exit the Customise Columns table. Any changes you have made since you last clicked the [Save] button will not be saved.

To save your changes and then exit the Customise Columns table, click on the [Save] button and then the [Cancel] button.


Show Archive Link

You are cautioned not to place undue reliance on these forward-looking items. Items in this list may be removed and/or updated without notice.

[Enhancement] Addition of an Asset manager to Gold version.

[Enhancement] Adding dashboards for Profitability and Working Capital.

[Enhancement] New Customised invoice layouts option.

[Enhancement] Conversion facility to convert Desktop data to the Cloud program.

[Enhancement] Addition of a loan register.

[Fix] Made adjustment to Fraud headers in MTD lodgement data.

[Fix] MTD VAT box 5 now calculates correctly in all cases.

[Fix] Fixed method that gave users “No Connection” message when submitting via MTD.

[Fix] Added extra Date validation when submitting via MTD.

[Enhancement] MTD ready

[Fix] Transaction listing report now shows correct amounts for Vat Zero rated entries. (Blue)

[Fix] Transactions split over several columns no longer give incorrect VAT totals in Transaction listing. (Blue)

[Fix] The edit VAT menu item now working for all tax types. (Blue)

[Fix] Allocations split between VAT and zero rated now show correctly when generating generic export files. (Blue)