Release 05-10-2026

Release 05-10-2026. Debtor management and automated payments arrive for Australia, New Zealand and the United Kingdom. Plus a quieter, more consistent look, a customisable dashboard, subscriptions on proposals, Word and Excel previews in eForms, and more.

Release highlights

Bills & Payments

Automated payments and debtor management

Run debtor management inside OnboardMe. See who owes what, what will be collected, what was paid, and how the money lands in your ledger, without a second login for day-to-day collections.

Optional. If you do not turn it on, billing stays as it is today.

Firms using Apxium Payments are unchanged. The Apxium integration works as before.

Want the longer overview? Read Run debtor management in OnboardMe.

What you can do in OnboardMe

How to turn it on

1. Go to Settings > Business and open Payment Settings.

2. Open Debtors & payments and choose Set up debtors & payments.

3. Work through Collection, Settlements (or start collecting, if you are not on Xero yet), Bills, Notifications, Overdue reminders and Statements.

4. Click Save. Collection starts from that day. Earlier settlements stay historical only.

IMPORTANT: If you are already using Pinch and the Pinch Merchant Portal, please contact [email protected] for instructions on how to migrate across. Setting up OnboardMe Automated Payments and leaving Pinch Merchant Portal running will cause Duplicate payments to occur.

You need an approved OnboardMe Payments connection: Pinch for Australia and New Zealand, or Stripe for the United Kingdom.

How to send statements

1. Go to Bills & Payments and open Statements.

2. Click Generate, choose the period, and pick Activity statement or Open item statement.

3. Review the list and untick anyone who should not receive it.

4. Click Send included. You can preview or download a PDF before you send, and resend later if you need to.

Default layout, whether to include clients with no movement who still owe, and the Pay now button are set in the Statements step of Debtors & payments.

Surcharging is off for Australian firms

Card and direct debit surcharging is now disabled for every Australian business. OnboardMe no longer adds a surcharge when an Australian client pays, and the surcharge options are no longer shown under Payment Settings. You do not need to change any settings.

Discount a preferred payment method

Encourage clients to pay by card or direct debit by offering a discount on that method instead of a surcharge.

How to turn it on

1. Go to Settings > Business and open Payment Settings.

2. Under Billing, set Preferred payment method discount to Yes and confirm. This applies to the whole firm.

3. Choose the preferred method and enter the discount percent (maximum 10%).

4. Save Payment Settings.

New Zealand: Direct debit is not available as the preferred method yet, so use card.

One experience, for clients and for your team

A client used to meet a different screen for every step. A proposal, an onboarding, an eForm, the customer portal and an ethical letter now share one design, so moving from one to the next feels like the same product.

For your clients

• Your logo and the steps sit on the left. The work sits on a clear page to the right, in simple sheets, with the next action kept in view.

• Signing a proposal, finishing onboarding, completing a form, paying a bill in the portal and responding to a clearance letter all follow that same path.

• Practices that use Professional Clearance see the same layout on those letters.

For your team

• List pages use the height of the screen. The title, tabs and filters stay in place, and the list fills the space underneath and scrolls on its own.

• Proposals, clients, onboarding, eForms, ethical letters, checklists, users and Bills & Payments share one table style. Headings are quieter, rows have more room, and row actions stay out of the way until you need them.

• Tabs, including those in Bills & Payments, use the same bar, so it is easier to see the record, its status and what to do next.

Proposals

Include subscriptions on a proposal

Add client subscriptions to a proposal. They stay Pending proposal until the client accepts, and billing starts when the proposal is accepted.

• On the proposal Billing step, use Subscriptions and click Add subscription. The client must already be on the proposal.

• Each subscription shows its price, frequency and start date.

• The client sees the subscriptions on Billing and Payment, with a note that they start once the proposal is accepted.

• When the client accepts, or staff mark the proposal accepted, the subscriptions become active and billing starts.

• Remove a subscription before acceptance if it should not start. If the proposal is declined or cancelled, the subscriptions do not start.

How to add one

1. Open the proposal and go to the Billing step.

2. Under Subscriptions, click Add subscription.

3. Choose the subscription, pricing and start date, then save.

4. Send the proposal as usual. The subscription becomes active when the proposal is accepted.
   

Automated reminders

Pause reminders from activity history

Pause automated reminders for one item from its activity history, without changing the reminder settings for the whole practice. The same control is on proposals, onboarding, eForms, ID verification and ethical letters (professional clearance).

• An Automated reminders panel sits at the top of the history. It shows how many reminders have been sent, your practice maximum, and when the next one is due.

• Pause reminders stops further automated reminders for that item only. The panel changes to Automated reminders paused.

• Resume reminders starts them again. Pausing does not reset the reminder count, and it does not use a subscription request.

• Pause and resume are written into the history as Reminders paused and Reminders resumed.

• The button shows while the item is still due to receive automated reminders and your practice has automated reminders turned on.

• Each list has a Reminders paused filter so you can find paused items.

How to pause reminders

1. Open the activity history for the item (see the table above).

2. Click Pause reminders.

3. Click Resume reminders when you want automated reminders to continue.

Dashboard

Debtors ageing and Upcoming payments

Owners, admins and finance admins now have two new cards on the home dashboard.

Both cards are on the dashboard for those roles. Use Arrange dashboard to move or remove them.

Arrange your dashboard

Each user can now reorder the cards on their home dashboard, and add or remove the cards their role allows. The layout is saved for that user.

• Hover a card and click the pencil, or click Arrange dashboard.

• Drag cards to change the order. A bar at the bottom explains the layout and lists any cards you can add back.

• Remove a card with the close control on that card. Add it again with Add and the card name.

• Click Save layout to keep the change, or Cancel to leave it as it was.

• Outstanding requests always uses a full row when it is on the dashboard.

How to arrange it

1. Open Dashboard.

2. Hover a card and click the pencil, or click Arrange dashboard if no cards are showing.

3. Drag to reorder, remove cards you do not want, and add any that are listed at the bottom.

4. Click Save layout.

eForms

Preview Word and Excel files in a form response

When you review a completed eForm, you can now open the Word and Excel files a client attached or uploaded without downloading them first. They open in a preview window that looks like the original file. PDFs and images can be previewed there too.

• Older Word files (.doc) cannot be previewed. Use Download document to open them.

• Large spreadsheets show the first 1,000 rows and 100 columns. A note at the top reads Showing the first 1000 of N rows. Download the file to see everything.

• An empty sheet says This sheet is empty.

• If a file cannot be previewed, you will see This file could not be previewed. Download it to view. Download the file to open it instead.

How to preview an attached file

1. Open the completed eForm to review the response.

2. Find the attached file next to the answer, or under Attachment.

3. Click the Preview file (eye) button.

4. Scroll through the document, or switch between sheet tabs in a spreadsheet.

5. Click Download document to save a copy, or close the window to go back to the response.

Integrations

Prefix signed proposals filed to FYI

Firms connected to FYI (FYI Documents or FYI Elite) can add a prefix to the file name when a signed proposal is saved to FYI. That covers the automatic file after everyone has signed, and when staff use Save in FYI.

• The prefix can be up to 100 characters.

• This changes the name stored in FYI. It does not change the proposal title the client sees.

How to set the prefix

1. Go to Settings > Integrations and open FYI.

2. In Signed proposal prefix, enter the text that should appear in front of the file name.

3. Click away from the field to save. Clear the field and click away again to remove the prefix.

Clients

Forms tab on Client Edit

When you edit a client, a Forms tab lists the eForms for that client.

• The list shows the form name, status, recipient, date sent and date completed.

• Click a row, or the open icon, to open that form in eForms.

• Use Refresh to reload the list. If the client has no forms, the tab says No forms for this client.

How to open it

1. Go to Clients and open the client.

2. On the edit screen, open the Forms tab.

3. Click a form to open it.

Chrome extension

No need to open your profile to activate OnboardMe Assist

You no longer need to open the Profile page to activate the OnboardMe Assist Chrome extension. It now activates as soon as you sign in to OnboardMe and open the dashboard.

You do not need to do anything. Sign in to OnboardMe in the same browser as the extension, and it connects automatically.

OnboardMe User community

Welcome to the OnboardMe User community. Ask questions, raise issues or share product ideas. We will be posting tips and tricks and giving you a sneak peek at some of what we are building so we can hear what you think.

Thanks for being part of it. We are looking forward to building OnboardMe with you.

Join the OnboardMe User community

Xero App Store

Leave a review

If you enjoy using OnboardMe, we would appreciate a review on the Xero App Store. It helps other practices find us.

Review OnboardMe on the Xero App Store

Account

Subscription and wallet invoices

OnboardMe now emails your practice its own invoices each morning. The email covers subscription invoices and wallet top-ups from the previous day and goes to the billing email on your account. If several invoices were raised, they go out together in one email, each as a PDF.

The same invoices are on Settings > Account, on the Wallet tab, under Invoices. Download a PDF from that list at any time. It shows the date, number, description, total, and whether the invoice has been emailed.