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What’s New:

Further links:

🤗 If you would like any support with any new features or changes please get in touch with our Customer Support Team.

🤔 If you have any ideas of how we can improve the product further, please log these on our Product Portal.

Finally, if you would like to be a part of our product development process, you can join our Product Loop Club! Read more about our Loop Club.

In this section, you will find all the information you need on the latest updates and enhancements to your accessplanit platform!


Latest Update


The November 2023 update included:

  • Support for Barclays ePDQ & Partial Payments within the Checkout basket

  • A new column in the Credit Notes DataGrid to view the Linked Invoices that each Credit Note has been used on

  • Resource-based Custom Fields


2023 Updates


The September 2023 update included:

  • All / Any DataGrid Filters

  • Support for Account & Account Group Price Schemes within the Checkout basket


The March 2023 update included:

  • Updates to the accessplanit financial API Feeds

  • More features available in the Checkout basket

  • The ability to send out your Document Templates in a Word format in Workflows


The January 2023 update included:

  • An update to our Exchange Integration

  • A logo update


Past Years