Release Notes 2025
Frequently Asked Questions!
How do I stop over receipting of orders
Why has my transaction not appeared on the payment run?
How do I stop a user posting to a prior and future period
Prevent user posting to specific balance classes
Download Templates
Out of office
How do I give a user read only access?
De-allocate and an AP Payment
Hints and Tips!
Useful information to include when raising Financials cases
Navigation Hints and Tips
Browse Timeouts
Accounts Payable Quick Cards
Accounts Payable Supplier File
Accounts Payable Data Entry
Enter a logged Invoice
Log Invoice/Credit Note
Non Purchase Order Related Invoice Entry
Order Related Invoice
Order Related Invoice with Mismatches
Order Related Invoices - mismatch scenarios
Mismatch Types
Accounts Payable Enquiries
Accounts Payable Payments
Transaction Maintenance
Accounts Payable Code Tables
Accounts Receivable Quick Cards
Create a Customer Account
Create & Copy Invoices/Credit Notes
Customer Enquiry
Cash Allocation
Cash De-Allocation
Interest Charges
Dunning Process
DDI Mandates
General Ledger Quick Cards
General Ledger Enquiries
Enquiries Account Details
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
General Ledger Data Entry
Chart of Accounts Setup
Period and Year End Close
Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
Revaluation
Disposals
Relife
Purchasing Management Quick Cards
Import Tool Kit
Reconciliation Processes - Helpful how-to guides
Daily Checks
General Ledger Reconciliation Reporting
Accounts Payable Reconciliation Reporting
Accounts Receivable Reconciliation Reporting
Fixed Assets Reconciliation Reporting
Purchasing Management Reconciliation Reporting
Procurement Portal
Navigation
Requisitions
Orders
Authorisation
Receiver
Invoice Clearance
Portal Administration
Procurement Portal – Teams Setup
Purchase Invoice Automation (PIA)
Suggested Testing Areas
Release Notes 2024
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024 Functional Changes
Financials Overview
User Interface Overview
User Preference Improvements
Alerts & Field Error Focus
The all new Data Grid!
Input Fields & Dynamic Validation
Screen Structure
Miscellaneous New Features
Generic Actions
Chart Functionality
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Collaborative Planning
- All categories
- Financials Overview
- Screen Structure
Screen Structure
Updated
by Tauqeer Hussain
Screen Structure
Search & Results - List Screens
For all list screens where there is search criteria and an AG Grid which shows the results determined by these criteria. The page is bifurcated into ‘Search’ for the criteria & ‘Results’ for the data, which is presented in the AG Grid, to allow for a better screen capacity for engaging with the AG Grid.
Search is always a primary action here, for users to navigate between selection of their criteria to the results in the AG Grid.


Details & Lines - Enquiry & Edit Screens
For enquiry & Edit screens, screens have been bifurcated into ‘Details’ & ‘Lines’ where information can be entered in a combination of input fields (within ‘Details) and AG Grid (within ‘Lines’).
Current UI

Horizontal Tabs:
Horizontal tabs are present in the new UI in those cases where AG Grids are present on multiple extended selection pages.


Extended Selection:
When extended selection occurs without AG Grid.
When the map only has a ‘selection’ accordion in the current UI, in the new template this would move to a single card. When there is a list screen with a ‘Selection’ and ‘Extended Selection’ we use vertical tabs as shown below.


This aids an easier navigation of input fields in an accessible and linear manner to provide better user training in how to complete necessary fields.
List Screen Overview
Core elements
· Always use the header with tabs
· The ‘Selection’ and ‘Extended selection’ sit on the first tab labelled ‘Search'
· Search can be actioned by the keyboard ‘Enter’ or the primary action in the header ‘Search’
Search Tab
Example Screen: Calendar list
This map only has a ‘selection’ accordion in the current UI, in the new template this would move to a single card with the inputs as shown below.

Example Screen: Nominal List
When there is a list screen with a ‘Selection’ and ‘Extended Selection’ the UI will utilise vertical tabs.
In this case, the ‘Extended Selection’ has 2 sub-tabs. These will remain separate tabs and sit under the ‘Selection’ tab.



Results Tab
The Results tab will always hold a data grid which is populated from the search tab upon selecting ‘Enter’ or selecting the primary action (Search).
All data grids have line-specific actions. (These are actions available to this map that can only be used when 1 or multiple lines are selected. In the New UI, these actions sit in a selected panel above the grid.)