All categories
Release Notes 2025
Detailed release documentation covering new features and functionality.
Frequently Asked Questions!
Hints and Tips!
Check out this section for hints and tips on Financials.
Accounts Payable Quick Cards
Quick steps to using Financials functionality.
Accounts Receivable Quick Cards
Quick steps to using Financials functionality.
General Ledger Quick Cards
Quick steps to using Financials functionality.
Fixed Assets Quick Cards
Quick steps to using Financials functionality.
Purchasing Management Quick Cards
Quick steps to using Financials functionality.
Inventory Management Quick Cards
Quick steps to using Financials Functionality.
Import Tool Kit
Click here to access the standard ITK import formats.
Reconciliation Processes - Helpful how-to guides
This section explains the daily checks that should be made to Financials and explains the daily reconciliation reports.
Procurement Portal
Find your training guides here for the procurement portal!
Bank Reconciliation
The Bank Reconciliation module provides an automatic solution to the process of reconciling bank accounts.
Reporting
This section details the standard reports and enquiries that are shipped with Financials, which will most of your regular reporting requirements.
Purchase Invoice Automation (PIA)
Explore how Purchase Invoice Automation streamlines invoice processing, reduces manual tasks, and improves accuracy.
Suggested Testing Areas
Click here to download a spreadsheet of suggested testing areas!
Release Notes 2024
Detailed release documentation covering new features and functionality.
Release Notes - New UI Improvements
Release Notes - New UI Improvements
Financials Design Improvements
Click here to view the design improvements we are making to Financials!
Bring Your Own BI (BYOBI)
Bring Your Own BI, a powerful solution that connects your preferred Business Intelligence tools to our Data Platform.
Collaborative Planning
Read all the exciting new updates on Collaborative Planning.
Financial Reporting Consolidation
Introducing the Financial Reporting & Consolidations module, a powerful new addition for Financials.
Business Process Manager
Standard Headstart forms are designed to simplify the process of creating common requests. By using these forms, you can streamline your workflow and reduce the time spent on routine tasks.
API
Financials has a RESTful API that allows you to set up seamless integrations with your other business applications. Read this article to learn more.
