- All categories Release Notes - Functional
Welcome
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
Hints and Tips!
Useful information to include when raising Financials cases
Navigation Hints and Tips
Browse Timeouts
Release Notes - Functional
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024 Functional Changes
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
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
Accounts Receivable Quick Cards
Create a Customer Account
Create & Copy Invoices/Credit Notes
Customer Enquiry
Cash Allocation
Cash De-Allocation
Dunning Process
General Ledger Quick Cards
Journal Entry
Enquiries Account Details
Closing Module Periods
Close the GL Period
Closing a Year & Closing the Last Year Adjustment Period
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
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
Suggested Testing Areas
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
Release Notes - Functional
December 2024
This release includes Cheque, Dunning letters and Accounts Receivable Batch Printing. Along with new ITK's or Fixed Assets and new custom fields for the Supplier file.
November 2024
This release includes Sales Invoicing Batch Printing and new fields available in the Purchase to Pay Reporting domain.
October 2024
Click here to learn more about the new features to the Fixed Assets module. Checking out the Rebranding to Reporting!
September 2024
This month includes reporting domain changes, CIS deduction statements in PDF format. Click here to see the full features released.
August 2024
Your next update to Financials will be 13th September 2024.
July 2024
This month included Accounts Payable Payment Processing - Payment Proposal Report and changes to the retrospective creditors and debtors reports.
June 2024 Release
Accounts Payable schedule payments now has added functionality to authorise payment runs before the bank file is produced. Click to learn more.
May 2024 Functional Changes
We have released GL Tax Processing. Click here to learn more.