From the Trial Balance Import screen, choose "From Xero" alongside the existing "From CSV/Excel File" option, connect your Xero account, and pull in the year-to-date trial balance for your client directly. Nominal account mappings are remembered for your practice's templates, so once you've mapped your Xero accounts once, future imports for clients on the same template reuse that mapping automatically.

Fields kept in sync with BrightClient are now marked with a small BrightClient symbol across Client General Details, the Contact/Officer screen, New Client and Quick Setup, and the Manage Address and Manage Names screens. A contact's Preferred Name in BrightClient is also no longer automatically changed when you update their title or name in BrightAccountsProduction.

Business Performance Report has graduated from early access to a fully supported feature. You'll no longer see the "beta" label on the Trends button, and there's no more one-time disclaimer to accept. Simply select Trends and get straight into generating or reopening your business performance reports.

A new accounting policy note for dividends is now available when preparing company financial statements, giving practices an additional disclosure option to include where relevant.

BrightAccountsProduction now lets you populate MTD Income Tax Self Assessment quarterly and final submissions directly from your BrightAP accounts data — sole trader and property income — without leaving the platform. Select the relevant BrightAP dataset from a dropdown in the submission screen and the figures are pulled in automatically, ready to review before submitting.