We're pleased to announce these new features and updates.
Calculate the net amount from the gross
We've now made it easier to enter transactions when you only know the gross amount.
Rather than having to workout the amount of tax, just enter the gross amount in the Total field and press Enter. We calculate net and tax for you
You can do this for the following transaction types
Sales quick entries
Easily edit reconciled receipts and payments
Ever completed a bank reconciliation and realized you made a mistake?
You can now edit a reconciled payment or receipt. This includes changing the bank account, date, and amount.
Just edit the receipt or payment from the bank activity.
Depending on what you change, we will
Unreconcile and update the transaction ready for you to check and reconcile again.
Update the starting balance of your next reconciliation to reflect the change.
Tell you a receipt or payment has been edited when you check a completed reconciliation.
Effortlessly delete reconciled bank transactions
Continuing with our improvements to correcting transactions, you can now delete reconciled bank transactions.
Simply delete the bank transaction in the usual way. We will
Display a message to tell you that the transaction is reconciled.
Show you that the transaction is deleted when you view the completed bank reconciliation
Update the starting balance of your next bank reconciliation to reflect the deleted transaction.
Tidy up and gain control of your contacts
Do you have customers and vendors you no longer do business with?
Over time, unused contacts can clutter up your contact list. It can also be difficult to prevent people in your business from creating new transactions for them.
You can now make unused contacts Inactive. Once inactive, we remove them from all selection lists. This ensures that no one can create new transactions for any inactive contacts.
You can also view contacts by status on the Contacts, Customers, and Vendors pages. Select Filter at the top of the list, and then Active, Inactive, or All to change the view.
Find out more about inactive contacts.
Easily correct cleared transactions
We've made correcting cleared transactions quicker and easier.
Now no need to remove the remove the cleared status first. Simply edit or delete a cleared transaction in the usual way.
Find out more about cleared transactions.
Save time when creating transactions
We’ve improved the look and functionality of the Quick Create button. Use this button as a short cut to quickly access the page you need to create the relevant transaction. This saves you time when you're in a hurry and is great for colleagues who are new to Accounting Start.
Showing transactions with attachments
Easily check which sales and expense transactions have attachments.
The new Attachments column shows the number of attachments per transaction. This saves you time, as you no longer need to open a transaction to see if it has attachments.
You can find the new column on the Sales Invoices, Sales Credit Notes, Expense Invoices, and Expense Credit Note pages. Select the header to sort the column by number of attachments, which helps you to find transactions.
You can use Configure Columns button (located to the left of the header row) to change the order of the columns. If you don't want to see a column, you can simply remove them from the view.
Showing or hiding the Attachments column also affects your exported CSV files. If the column shows and you export to a CSV file, it will include the number of attachments per transaction. If you don't want this, remove the column from the view before exporting.
Add attachments to bank transfers
You can now attach supporting documents to bank transfers. With this, you can add:
- Multiple files.
- File types: PDF, GIF, JPG, JPEG, PNG.
- Files up to 2.5MB.
Improved bank statement import
If your bank statement fails to import, Accounting Start will now open an error list page. The list includes the transaction number, column, data, and reason for each error. Use this information to go right to an issue, fix it, and get your transactions imported.
Find out more about importing bank statement.
What's new 2021
We’ve added to multi-currency banking to make it easier for you to do business in other countries. You can now:
Add bank accounts in currencies other than your base currency.
Select bank accounts in other currencies when creating transactions.
Toggle between currencies when reviewing bank account activity.
Revaluate bank accounts, showing gains and losses.
Transfer funds between bank accounts with different currencies.
Create journal entries for bank accounts in different currencies.
Multi-currency banking is not yet available for bank feeds.
Find out more in our guide to multi-currency banking.
Improved Banking automation
We’ve made it easier for you to import bank transactions in the way that suits your business. Plus, save time by applying bank rules to automatically created transactions.
More flexibility importing transactions
Easily import your bank transactions in a way that suits your business. Once your statement has been uploaded you can also:
Apply bank rules to transactions to automate the process, saving you time.
Bulk delete any duplicate transactions before importing them.
Find out more about Importing a bank statement.
Automate bank rules
Bank rules will automatically categorize and set details on incoming bank transactions with the conditions you choose. You can now:
Apply bank rules to bank feeds and imported transactions.
Copy and import rules between accounts - no need to recreate them manually.
Find out more about bank rules.
To ensure your invoice accurately reflect your company's brand, we've simplified the upload and adjustment of logo's when customizing your invoice. We've removed the size limit of 1 MB for logo images and once uploaded, you can easily reposition the image in the preview area or zoom in or out to get it looking just right. You can also reset the image if you need to start over.
Go to Settings, and then select Logo and Templates under Document Preferences to try it out.
Easier invoice customization
We've made it easier to access the settings you need to customize an invoice when you're creating a sales invoice.
Whether you want to change your logo and template, or change labels and headings on the invoice itself, we've added handy links allowing you to customize your invoice.
Select an option from the Customize menu at the bottom of the invoice to jump to the related settings.
Reconciling bank accounts
To make bank reconciliation easier, we've moved the Reconcile button. To access it, go to Banking and then select a bank account. It is now located to the left of the New Entry button.
Previously, you opened the Connect to Bank (or New Transactions, if you have a bank feed) menu and then selected Reconcile.
Inactive bank accounts
You can now mark unused or closed bank accounts as inactive. This allows you to view accounts by status on the Banking page. Select the Active, Inactive, or All tab at the top right-hand corner of the page to change the view. Inactive accounts are also hidden from selection lists when creating transactions. This prevents the posting of new transactions to the inactive account.
For audit purposes, inactive accounts still show in reports and completed transactions.
Search with less information
Find the contact you're looking for with less information. To make life a little bit easier, enter a contact's address (or partial address), their main or mobile phone number, or just their primary name in the Search field on contact lists to find them quickly.
We've also updated the Search field on the Audit Trail report to search by transaction number so you can quickly track down the history of an entry. This comes in handy when you quickly need to find transactions that show on your VAT returns.
Easily improve your documents
To make document customization easier, we've moved document settings to their own section on the Settings page. With this change, we've also renamed some groups to better explain the settings within.
These are the settings groups in the new section with their old and new names:
|Old name||New name|
|Logo & Document Template||Templates and Logos|
|Email Messages||Document Emails|
|Invoice Form Settings||Document Preferences|
Previously, these settings were located in the Invoice & Business Preferences section, which is renamed to Business Preferences.
You can now show up to 100 items by default on list pages (such as Sales Invoices) throughout Accounting Start. Go to Settings, Navigation and Data Grids, and then select 100 in the Tables of Data section. You can override this setting as needed by selecting a number in the footer of a list page.
What's new 2020
Add attachments to your sales transactions
Now it's easy to attach supporting information such as sales brochures, product images, price lists etc. to your sales invoices, credit notes, quotes and estimates.
- Add multiple attachments.
- Make attachments visible to your customers or for internal use only.
- Supports the following file types: PDF, GIF, JPG, JPEG, PNG.
- File size up to 2.5MB.
For more information, see
Importing a chart of accounts file
If you have a new business with no transactions, you can import a chart of accounts. This eliminates the need to manually set up a chart of accounts, saving you time. Your chart of accounts file must be in comma separated value (*.csv) format and must use a specific column setup. You can download a sample *.csv file to compare to your file or use it as a template to create a new file.
See Importing a chart of accounts file to download the sample file and for more information.
You can also export the existing chart of accounts to a comma separated value file (*.csv). For example, if you want a copy of the standard chart of accounts included with Accounting Start before importing your own.
- Active bank feeds will now download transactions after you successfully sign in for re-authentication.
- You can now record sales invoice refunds on tax reconciled payments.
We’ve made these great improvements to the Trial Balance report:
- As of option. You can now run the report “as of” a specific date to get a snapshot of what your ledger account balances were on that date. The report will show data from the start of each account up to the selected date.
- Zero balance accounts option. The new Hide accounts with zero balances option allows you to hide (or show) zero balance ledger accounts on the report.
Unused ledger accounts are never included on the Trial Balance report.
- Retained Earnings breakdown. If you select Summarize retained earnings values, a Retained Earnings line is included on the report. You can now expand the row to see a breakdown of how the summarized amount was calculated. The report splits out the system calculated Profit and Loss values and manual postings to the Retained Earnings account.
For more information, see About the Trial Balance report.
- An issue where some reports got stuck during the calculation process has been fixed.
The Trial Balance report now updates as expected after creating credit notes.
The image validation process has been improved when you upload your business or association logos.
You can now transfer funds between two Cash bank accounts.
The report headings on the Trail Balance report are now included on all pages when you print to PDF.
- The report headings on the Aged Debtors report are now included on all pages when you print to PDF.
- Invoices with a balance of zero no longer display as overdue.
You can now view (but not edit) completed recurring sales invoices.
Accounting Start now prevents you from voiding reconciled checks.