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
Log Invoice/Credit Note
Enter a logged Invoice
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
Chart of Accounts Setup
General Ledger Data Entry
General Ledger Enquiries
Enquiries Account Details
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
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
Bring Your Own BI (BYOBI)
Collaborative Planning
- All categories
- Bring Your Own BI (BYOBI)
- Bring Your Own BI (BYOBI)
Bring Your Own BI (BYOBI)
Updated
by Caroline Buckland
Introduction
Purpose
This manual aims to provide an understanding of the data entities currently available through
the Financials Bring Your Own BI (BYOBI) service. This solution is agnostic of any third-party
reporting tool.
Audience
This manual is aimed at anyone that has a need to understand the BYOBI data entities to author
reports using PowerBITM, ExcelTM, TableauTM, QlikTM etc or extract data into a third-party data
hosting solution. It is assumed the reader has at least a basic understanding of database
concepts and an understanding of how their Financials system is configured.
To learn more please select the link below to download the guide.
