What's New

Proposals and payments are the tip of the iceberg. Every day we're focused on changing the way you do business.

Here are our latest releases, changes and updates.

Staying up to date with payment disbursals is now easier
Released September 7th 2021
Disbursals view

We’ve made it easier to understand what’s happening with your client payments, including any payment disputes or client refunds you’ve issued, via the updated Disbursals view. This tracks when client payments collected through Practice Ignition reach your linked bank account.

Next time you head to Payments > Disbursals, you’ll see a more detailed and accurate view of all your client payment disbursals. You’ll be able to easily view disbursal details, including any payment disputes or client refunds, and have peace of mind that the disbursal amounts are accurate and up to date.

We’ve also improved our Disbursals data export, allowing you export data for a selected date range and view all payment collections for that period in one file to make any reporting and reconciliation you need to do much easier.

We’re committed to making the payment collection process easy to understand and manage, so look out for ongoing improvements in the future.

Keep track of your proposal status at a glance
Released July 29th 2021
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If you’re using our New Proposal Editor, you can now easily track sent, accepted or lost proposals using our new "Export Proposals" feature in the Client tab. In just a few clicks, you can export and save your proposal data as a CSV file based on custom date range to easily identify any clients you need to follow up with, and more. This is the first of many improvements we’re making to give you more reporting visibility with the New Proposal Editor and make it easier to filter information. Watch this space in the coming months.
Automate your XPM jobs workflow in our New Proposal Editor
Released July 27th 2021
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Our new workflow experience in the New Proposal Editor is now widely available to give you more flexibility, control and visibility over your client jobs and tasks.

Next time you create a proposal, you'll be able to create more custom workflows, set up the job category and budget and nominate one workflow per client or proposal as the ‘billing job’ to manage your WIP in Xero Practice Manager - all from the 'Automation' tab. You can even view, create and edit future XPM jobs in the Client view via the new 'Workflow' tab.
Save time by creating new services, and editing existing services in our New Proposal Editor
Released June 24th 2021
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Quickly add new services on the fly as you create your proposal – without leaving the New Proposal Editor. From the ‘services’ tab, simply type your service name, select create to enter the service description, price and terms, and hit save. We’ll automatically save it to your service library, so it’s ready for next time.

Also new: If you edit an existing service while creating a proposal in the New Proposal Editor, admins can now elect to save those edits back to your service library, eliminating the need to navigate back and forth to make changes.
Expanded Zapier support for our New Proposal Editor
Released June 24th 2021
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We've improved our Zapier integration for the New Proposal Editor, with five new Zapier triggers to automate your workflow. For example, you can update your sales pipeline automatically when a proposal is sent or when a deal is lost, or send an internal email or notification when a proposal is sent out to a client. So if you've been using the "Proposal State Change" trigger to automate your workflow using the Classic Proposal Editor, you can now do the same using our New Proposal Editor!

Quickly see where every item of work originates from at a glance
Released May 4th 2021
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Have you ever struggled to figure out which client project a particular item of work relates back to? Or wanted to know when a client agreed to a certain service?

If so, we hope you'll enjoy this update. You can now see the proposal name and project name (if specified) alongside each item in the client Billing Schedule and Invoices views. The client Services view also shows this information for each service that the client has agreed to.

    Our powerful new XPM (BETA) integration is live
    Released April 14th 2021
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    After many months in the making, our New Proposal Editor now supports Xero Practice Manager (XPM) to automate your jobs workflow!

    We’ve used this as an opportunity to reimagine the workflow experience to make it more flexible, and give you greater control and visibility over your client jobs and tasks. You'll now be able to create more custom workflows, set up the job category and budget and even easily view, create and edit XPM jobs at a client level.

    To get early access, admins users can go to Practice Ignition Settings > Labs and turn on ‘enable XPM with New Proposal Editor’. The new XPM workflow is currently in beta, so we’re still fine tuning the experience and welcome your feedback.

    Changing client payment methods is now easier
    Released March 29th 2021
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    There’s now one place to easily add, change and delete your client's payment methods with the new Manage client payments button in the Client Billing Schedule. In just a few clicks, you can start or stop payment collection for all of your client’s future invoices, or switch your client's payment method using their new Bank Account or Credit Card details.
    Give Feedback In App (Tell us what you really think!)
    Released March 24th 2021

    It's now easier for you to give us your feedback! 🥳 If you click the profile drop down menu on the top right in the app, you'll now see a Give Feedback option under more resources.

    Your feedback immediately filters through to our feedback triage tool where a member of the product team will read, tag and categories each item. Sometimes we may reach out for more information or context about your business problem, though if we don't be sure to know that everything you tell us informs what we build next and how we do it.

    Speed up your proposals with our ready-made proposal templates
    Released February 8th 2021
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    Customers in the US and Canada can now use our new accounting, bookkeeping, or tax services proposal templates to get high-quality proposals out the door faster in the New Proposal Editor. Created by Jennie Moore and Josh Lance, Practice Ignition's Heads of Accounting in AMER, the templates are backed by leading accounting professionals to give you a head start with your next client engagement.

    Our regionalized proposal templates do all the hard work for you, with pre-populated services, pricing, and billing schedules. When creating your next proposal, simply select the provided template you’d like to use from the templates browser as a starting point. Enter your client details and customize the services, pricing or billing as you see fit - or use the proposal template as is.

    Provided proposal templates will also be launching soon in Australia, New Zealand, South Africa and the UK. Learn more
    Getting paid is now easier than ever with online payments on invoice emails
    Released January 20th 2021
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    We know that not every client wants to commit to automatic payments at the start of the engagement. That's why we've introduced more ways for your clients to pay to help your firm get paid faster.

    If you haven't captured your client's payment details upfront, you can now add online payments by default to invoice emails sent by Practice Ignition. Clients simply click ‘Pay Invoice’ to add a payment method and securely pay your invoice online. Payment details are stored securely for future use, and clients can even select to pay future invoices automatically using the details provided.

    You can also add online payments when you manually send an invoice via the Client Billing Schedule, and if you've already invoiced your client, simply share an online payment link with them at any time. With this new addition, you now have the flexibility to choose how you get paid.
    Standardize client engagements and save time with custom proposal templates
    Released December 22nd 2020

    If you're on our Professional or Scale plan, you can now easily create your own customizable proposal templates using our New Proposal Editor. Simply build a new proposal or save an existing draft as a template in your custom template library. Custom proposal templates can help you simplify your client proposal process by creating standardized templates for your most popular services, and getting high quality proposals out the door faster. You'll also be able empower your team to create proposals using templates to engage clients consistently with less hand-holding. Learn more

    New Proposal Editor launched in the US & Canada
    Released November 23rd 2020
    Our all new flexible proposal creation experience has arrived in time for the US and Canadian tax season and new year to help you better meet your client needs. The New Proposal Editor allows you to tailor proposals to suit every client with endless billing combinations, pricing and service options. Customers can simply click into Settings → Proposal Settings → Proposal Editor Experience and select their preferred option to start using the new editor right away.
    Two-Factor Authentication for Xero-connected customers in Australia
    Released November 17th 2020
    Two-factor authentication (2FA) is now required for Xero-connected software (in Australia). If you are a Xero-connected customer in Australia you will have a six week window from 17 November until 31 December 2020 to enable 2FA. After this date, required users will not be able to sign in to Practice Ignition until 2FA is enabled.

    To enable 2FA, simply sign in to Practice Ignition where you will be prompted with the setup screen.
    Pre-Authorized Debit (PAD) available in Canada
    Released November 16th 2020
    We’re excited to announce that Pre-Authorized Debit (PAD) is now available in Practice Ignition to help our Canadian customers streamline the payment collection process. With PAD, your clients can easily enter their direct debit details upfront in your proposals – to enable automatic payment collection for once off work and recurring services. This means less time chasing overdue invoices, more time helping your clients and an even better client experience.
    Billing automation with built-in flexibility
    Released October 21st 2020

    We've released updates to the new Client Billing Schedule which give you flexibility to make one off adjustments to billing - without losing the benefits of automation.

    Try clicking on one of your future invoices in the "Billed Automatically" section. You'll find you can now edit the invoice date, prices, payment method and more. It's even possible to move items back from Automatic to Manual billing.

    For items in the "Billed Manually" section, you can now edit prices, add notes and change the expected billing date.

    What's more, all these changes will be reflected instantly on your Dashboard.

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    New Proposal Editor BETA now live!
    Released October 16th 2020
    We're excited to introduce the New Proposal Editor BETA – our new proposal creation experience that gives you the freedom to tailor proposals to suit every client!

    With the New Proposal Editor you can include multiple options in your proposals; set flexible billing for variable prices, and any combination of recurring or non-recurring billing types in one proposal; and have more control with clearer proposal date and length controls, that are separated from billing controls - plus much more!

    Read more about the New Proposal Editor to find out if it's the right time for you to join our BETA program.
    Delete "Billed Manually" items from the Client Billing Schedule
    Released September 28th 2020

    This update is only available in accounts that have our new Client Billing Schedule enabled. Client Billing Schedule is rolling out to all accounts over the coming weeks.

    Any manually billed item on the Client Billing Schedule can now be deleted. If work isn't going to be billed to the client for whatever reason, you can now simply remove it without creating an invoice. This lets you keep your manual billing list for each client completely accurate.

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    Better visibility over what each "Billed Manually" item relates to
    Released September 8th 2020

    This update is only available in accounts that have our new Client Billing Schedule enabled. Client Billing Schedule is rolling out to all accounts over the next month.

    When creating invoices for work that's being billed manually, you can now see the "project" that each item relates to. This is particularly important if you're providing the same service to the same client across multiple projects or scopes of work.

    The name that you set when creating the proposal is used as the project name for each item.

    Unsupported Browser Client Alert for Internet Explorer 11
    Released August 17th 2020

    While we have not supported Internet Explorer 11 (IE11) for the practice-facing parts of our app for some time, we are now ending support also for the client-facing parts of our app.

    We have made this decision in light of a shrinking market for IE11 and as Microsoft themselves announce an end of support for IE11 in their own products. It has become increasingly hard to continue to provide support for this browser and an end of support will allow us to better focus this time on product improvements in other areas.

    Though IE11 makes up only a small fraction (~3%) of client sessions, we don't want to compromise our customers' proposal conversion rates as we remove IE11 support. This is why we have introduced an unsupported browser alert page for clients.

    IE11 users who visit any client portal page will see an alert page to indicate that their browser is not supported. From there, they can copy and paste the URL into a modern browser such as Edge or Chrome. We also provide a QR code to make it easy to open the portal page on a mobile device as an alternative.

    Regionalized Terms Templates
    Released August 3rd 2020
    Today we're introducing a new engagement letter template. We've partnered with a lawyer to develop a ready to use, legally vetted engagement letter regionalised for customers in Australia, New Zealand, Canada, South Africa, US & the UK. While there's no action required, you're welcome to review and use these new engagement terms if you'd like. If you haven't reviewed your terms in a while, or you don't have a signed engagement from every client, it might be a good time to do so. For new customers we have named this the Industry Standard Engagement Terms template, which is readily available in your account. For existing customers, please speak to your customer success or account manager for access. Please reach out with any questions or feedback.
    New client status and client level views
    Released July 29th 2020

    We have made some updates to the client states to simplify and better reflect a clients state in your business.

    We now have 4 client states (instead of 5) - lead, active, inactive and archived. Leads are clients who have never accepted services from you, while inactive clients are ones who have expired services. Active clients remain as those who have an active engagement and services with you.

    We have also added some additional segments to the client view to segment by Proposal state - drafting, awaiting acceptance and lost. These will show you all clients with proposals in these states.
    Removed line items prices from client notifications
    Released July 24th 2020

    According to our customers, line item service prices on the emails sent to clients are rarely useful.

    Based on this customer feedback, we have removed these line item service prices from the client invoice notifications and payment receipts.

    We will continue to show subtotal, tax and total, as well as the service names.
    Changes to Password Strength Requirements
    Released July 21st 2020
    At Practice Ignition we take your security seriously. We have updated our password requirements for the next time you set your password and added a password strength meter to ensure you’re using a strong password. We recommend you are regularly changing your login password.
    New accept page design now used on duplicate and rollover
    Released July 7th 2020

    When you are rolling over or duplicating new proposals, we will now default to the new accept page design if this is the default set in your account.

    Still not using the new accept page design? Let us know why.

    Intuit Practice Management integration
    Released June 29th 2020

    Practice Ignition now integrates with Intuit Practice Management (IPM).

    After connecting IPM to Practice Ignition, work will automatically be created in IPM when your client accepts a Practice Ignition proposal.

    Intuit Practice Management is currently only available in the United States for ProConnect™ Tax Online and Lacerte®

    Better visibility into your client billings
    Released June 4th 2020

    We've begun the roll-out of our new Client Billing Schedule. This feature is gradually being rolled out to all accounts over the coming weeks.

    With the Client Billing Schedule, you'll be able to see a complete record of future billings at the client level. All client billings for every proposal can now be found in one place!

    The new client Invoice & Payments view shows you a full invoice history for each client. You can also manage all payment collections for the client here, and see a timeline showing the invoice and payment collection history.

    Client Billing Schedule is also the new place to go when invoicing "On Completion" or "Estimate" services. You'll see all items for the client that need to have a price confirmed before they can be billed in the Manual Billing area.

    Finally, the clients list has a new filter which allows you to show clients with services that are due to be billed now, within the next week, within the next month or at any time.
    Set Contact Addressee via client export & import
    Released June 4th 2020
    We now include the contact addressee field in the client import and export. This can be used to set the addressee field on the contact created.
    Practice Ignition's new Australian Payments Partner
    Released May 14th 2020

    To assist us in providing a superior payments experience, we have changed our payment sub-processor for Australian payments to Stripe.

    We have already successfully partnered with Stripe in other regions and have seen how their product investments over time have led to better and better service for Practice Ignition customers in those regions. We have now aligned this service for our Australian customers.

    Get started with new features on our Discover page!
    Released April 21st 2020

    You can now find the Discover page by navigating from the sidebar within your account (it's below 'Dashboard' 🕵️‍♀️). Our initial focus will be helping new customers get started, while our goal for existing customers will be to use the Discover page to curate education and self-onboarding of new features.

    We will be releasing new content as we go, which makes this your go to place for discovering how to make the most of new or existing features. Tell us what you think!

    Improved tax rate experience
    Released April 14th 2020

    We've finished rolling out some improvements to the way taxes work within Practice Ignition. New accounts now have a pre-loaded list of tax rates that's suitable for their region. There's also no longer a requirement to connect an accounting ledger if you want to display inclusive of tax prices to your clients.

    When you do connect an accounting ledger there's a new section that allows you to quickly map the local tax rates to those in Xero or QuickBooks Online.

    Service templates for business continuity planning
    Released April 9th 2020
    Import templated service offerings directly into your Practice Ignition service library to assist your clients with their business continuity planning. These services reflect regional offerings and are available for Practice Ignition customers in the US, the UK, Australia, New Zealand and South Africa.
    Request for additional information for payment enabled accounts
    Released March 18th 2020

    We'll be rolling out some changes to our payments system and Stripe integration starting from Wednesday the 18th of March, 2020. As a result you may see a notification banner within your payment collections, disbursals and payment setting pages requesting you to supply additional information.

    The information requested is dynamically driven (based on what Stripe already has on file) and you will not be required to re-enter any previously submitted details. Many accounts will have all the necessary information and wont be required to enter anything further. Submitting this information is important and a failure to do so can result in delays to future payouts.

    The information Stripe is required to collect differs from country to country, and typically includes (but is not limited to):

    • The individual creating the Stripe account
    • The business associated with the Stripe account
    • Any individuals who ultimately own or control that business

    This request for information forms part of Practice Ignition's and Stripe's continued commitment to ensuring our Know Your Customer (KYC) obligations are met. These requirements come from regulators and are intended to prevent abuse of the financial system.

    Measure what matters with support for Xero Tracking Categories
    Released March 4th 2020

    Today we’re announcing support for Xero Tracking Categories on the Professional and Scale plans! 🎉With this new time-saving feature, we’re making it easier for you to compare or review sales across different parts of your business so you can improve performance where its needed most. Set tracking categories on your clients in Practice Ignition and they’ll automatically be included on your invoices in Xero.

    Manage price changes in bulk
    Released March 3rd 2020

    Pricing changes happen and the team at Practice Ignition can now help you manage them even more easily! You may want to update a price in bulk for instance if a software subscription vendor changes their prices and you need to pass that onto you clients.

    Note that Xero are increasing their subscription prices in Australia effective March 18th, so if you'd like to quickly apply the price increase in Practice Ignition, check out this article. It describes how to get in touch with our team and start a request to update prices in bulk.

    Subscription invoice format change
    Released February 18th 2020

    We've made a small change to the format of our subscription invoices. Payment fees are now grouped by payment type (ie. Direct Debit/ACH or Credit Card) and are grouped for that billing period. Previously payment fee's were calculated and sent across throughout the billing period.

    This change should make it easier to read our invoices and will help to cut down the length of the document. You may see a mix of the old and new format on your next invoice however moving forward we will only issuing invoice with the new format.

    Improved tax experience for new accounts
    Released February 13th 2020

    We've rolled out some improvements to the way taxes work within Practice Ignition. Starting today, new accounts have a pre-loaded list of tax rates that's suitable for the selected region. This means that there is no longer a requirement to connect an accounting ledger if you want to display inclusive of tax prices to your clients.

    When you do connect an accounting ledger there's a new section within the ledger app settings that allows you to quickly map the local tax rates to those in the ledger.

    This update is for accounts created on or after the 13th of February 2020. An update for all existing accounts will be made in the coming weeks.

    See clients with expiring credit cards
    Released February 4th 2020

    If your clients have elected to pay you by credit card, you will now be able able to quickly access a list of clients who have an expiring credit card on file.

    Access a list of clients with a credit card on file expiring before the end of next month via:

    1. A filter on the clients screen (go to clients, click 'filter' and enable the 'expiring cards' filter)
    2. Direct click from the dashboard on the "expiring cards" widget in the payments panel

    This allows you to review this list, and follow-up with these clients to update their credit card details

    Say Hello to Proposal Videos!
    Released January 22nd 2020

    We know videos make it easy for our customers to digest information, so why not share the love by giving you guys the power to attract new clients and enhance their onboarding experience with video? Today we're announcing video for proposals, providing Professional and Scale customers the capability to add a video that plays at the start of a proposal and another video that plays right after a client accepts a proposal.

    QuickBooks Online oAuth 2.0 Upgrade
    Released December 1st 2019

    We have upgraded our integration with Quickbooks Online to use oAuth 2.0, offering greater security and identity management.

    Process Direct Debit Payments in the UK!
    Released November 20th 2019

    With thanks to our wonderful beta testers for their feedback and support, we are excited to announce direct debits are live for all accounts in the UK! With this announcement, we’re making it even easier for UK-based accountants and bookkeepers to capture client billing information up front 100% of the time.

    Client Self-Service Payment Retries
    Released November 18th 2019

    Today we’re releasing a cashflow boosting, time saving update for all our customers using Practice Ignition Payments. Your clients will now be notified if their payment fails, allowing them to retry the failed payment themselves - which means faster turnaround of payment issues for you!

    Match by Name on Xero Practice Manager Client Import
    Released October 17th 2019
    We're focussing on a closer integration with Xero Practice Manager (XPM) to reduce client duplicates. Now when connecting or syncing XPM, before creating a new client from XPM, we will attempt to match on client name. If we can find a client with the same name, and that client in PI is not already matched to a client in XPM - we will map this client in PI to the XPM client.

    Happy automating! 👩‍💻
    Process AMEX Payments in Australia
    Released October 4th 2019
    One of Practice Ignition’s strategic goals is to provide payments parity across all our regions. We are pleased to announce that with the help of a new payments partner, we are able to offer the capability to accept American Express (AMEX) credit card payments from clients in Australia! 🚀
    Sync changes to Karbon work templates
    Released September 25th 2019
    If you are using our Karbon integration, you can now sync the newest templates created in Karbon to your Practice Ignition account.
    Get notified when a client adds a payment method
    Released September 16th 2019
    We have added a new email notification, sent to payment notification recipients of your Practice Ignition account, when a client updates their payment details via the client payment details form. You can then update any agreements that need to use it - so you always get paid on time! 🎉
    Strong Customer Authentication (SCA) Regulation Changes
    Released September 11th 2019
    We have released changes to comply with PSD2 regulations in the UK.
    Streamline Signing into Practice Ignition with Xero!
    Released September 4th 2019

    We have now released Single Sign-On with Xero 🎉This functionality will allow our Xero users to seamlessly switch between their core apps.

    Export the details of a disbursal
    Released August 6th 2019

    You can now export the full details of all payments contained in a particular disbursal. This export can be useful if you want more information about what specific client payments are contained in a disbursal.

    Automatically attach your default brochure to proposals
    Released June 7th 2019
    Sick of manually uploading that mediocre marketing brochure that your nephew made you last summer? Just kidding, it's awesome! Well now you can set a default brochure in the branding settings and have it automagically appear for every draft proposal. It's the simple things.
    Add service descriptions to your Xero or QBO invoices
    Released June 6th 2019
    If you're a professional or scale plan customer, you can now include additional information relating to the scope of your services on your Xero or QBO invoices. To include service descriptions on your invoices, visit your App Settings in Xero or QBO.
    Create and choose from a library of email templates for new proposals
    Released June 3rd 2019
    Multiple "New proposal message" email templates are now available! This allows you to set up multiple email templates to choose from when sending a proposal. When drafting a new proposal you can select the most appropriate template to use.
    New Zapier Trigger: Proposal State Change
    Released May 27th 2019

    From now on, any time a proposal changes status in PI, you can trigger a workflow in your other apps! For example, you move a proposal from Draft to In Review – you can automatically notify a colleague that the proposal is ready. A proposal gets marked as complete – send a thank you gift automatically (yes, you can do that).

    Choose team members to manage your PI subscription
    Released May 23rd 2019
    If you are the creator of your Practice Ignition account, you can now elect additional team members who will be able to manage your Practice Ignition subscription.
    Duplicate your Proposal Brochures
    Released May 16th 2019

    Duplicating a proposal will now also keep the original brochure attached to the new proposal.

    Super user tip
    - create draft proposal(s) as a template that can be duplicated. This saves time when setting up similar proposals, as little as 10 sec to create and send a proposal from a duplicate!

    Personally Address Emails with Sender Placeholders
    Released May 16th 2019

    We have added some new placeholders allowing you to personally address emails from the sender selected on a proposal.

    Bulk send draft proposals
    Released May 16th 2019

    You can now bulk send proposals from draft state, without moving them to in review.

    Improved clarity for ACH verification (USA)
    Released April 26th 2019
    We have clarified on the acceptance page, the different pathways your clients can use to verify their bank account and the important considerations. We hope this will allow your clients to more confidently verify instantly via internet banking where they can, or conversely, be more informed on the micro-deposit verification process.

    We have also added events to the proposal history and given you easy access to the micro-deposit verification form in case you need to re-send this to your client.
    Exclude Continuously Billed Proposals from Rollover
    Released April 23rd 2019

    We've made some improvements to enable rollovers and continuous recurring billing to work better together.

    In the rollover process, you can now choose to exclude proposals with continuous recurring billing from rollover. This helps if you have a mix of recurring and non-recurring proposals, or proposals billed ongoing (versus renewed annually).

    Simply elect to exclude these proposals and you can focus your attention only on proposals that need to be rolled over!

    If you do want to rollover some proposals that have continuous recurring billing (e.g. you are reviewing your prices) then you can instead opt-in to include these proposals for rollover.

    If you do select any continuously billed proposals for a rollover, we will turn off continuous billing on the original proposal (to avoid billing your clients).

    See clients with ACH payment methods awaiting verification (USA)
    Released February 22nd 2019

    If your clients have elected to verify their ACH payment method via micro-deposits, you will now be able to quickly access a list of clients who are yet to verify their account - allowing you to follow-up with these clients and get paid faster!

    You can now access a list of your clients with verifying ACH payment methods from

    1. A filter on the clients screen
    2. Direct click through from the dashboard "awaiting verification" widget

    This allows you to review this list, and follow-up with these clients to have their payment methods verified.

    Manage who your communications appear from
    Released February 19th 2019

    A great way to add a personal touch to proposals is to use a personal message. You can now also control who that message appears from when a client view it.

    By default, the message will appear to be from your company, but this can be changed to instead appear from any current user on Practice Ignition.

    Create proposals for clients with no email
    Released February 7th 2019

    Practice Ignition aims to be as automated as possible, and most of your clients will have an email address, but for those few who don’t (and still operate entirely by snail mail) you can now create proposals for these clients without adding an email address.

    Export your services revenue directly from the dashboard!
    Released January 31st 2019

    We have added two new exports for you to see your services revenue for your practice and for each client. This revenue can be calculated for a certain period of time and exported directly from the dashboard! 🎉