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Release Notes 2025
December 2025
November 2025
October 2025
September 2025
August 2025
July Release
June Release
May 2025
April 2025
March 2025
February 2025
January 2025
Frequently Asked Questions!
How do I see descriptions of codes in enquiry screens?
How do I access field level help?
How can I delete a payment run
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
How to copy and delete lines during data entry?
Prevent user posting to specific balance classes
Download Templates
User setup requires multiple screens and is complicated!
Changing security access to a user
Out of office
How do I give a user read only access?
De-allocate and an AP Payment
Can I run a report to view security groups against my users?
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
Payment Processing
AP Payment Cancellation
Create a manual payment
Re-run Bacs Remittance
Payment Processing Audits
Single Supplier Payment Processing
Transaction Maintenance
CIS Processing
Accounts Payable Code Tables
Accounts Receivable Quick Cards
Customer Maintenance
Data Entry and DDI Mandates
Enquiries
Cash Allocation
Credit Control
Student Sponsor
General Ledger Quick Cards
Chart of Accounts Setup
Create a new nominal code
Create management and analysis codes
Creating and Amending Nominal and Management code relationships
Create a new GL Structure Element
General Ledger Data Entry
General Ledger Enquiries
Period and Year End Close
General Ledger Security
Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
Revaluation
Disposals
Relife
Purchasing Management Quick Cards
Inventory Management Quick Cards
Return to Store
Stock Taking
Create Demand on Store (Financials)
Bin Transfers
Stock Disposal
Stock Adjustments
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
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Procurement Portal
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Transaction Types and Sub Types
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Reporting
General Ledger Reports
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Purchase Invoice Automation (PIA)
Resetting password - Smart Workflow
Purchase Invoice Automation (PIA)
Adding a New User - Smart Workflow
Password Reset in Smart-Capture
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
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Financials Design Improvements
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
Bring Your Own BI (BYOBI)
Collaborative Planning
Financial Reporting Consolidation
Business Process Manager
Request a Customer
Request a Supplier
Request a Sales Invoice
Request a Management Code
Request a nominal code
Create a Pay Request
API
Accounts Payable Payments
Payment Processing
Explore this guide to understand more on Payment Processing in Financials.
AP Payment Cancellation
To cancel a payment in Accounts Payable, follow the steps in this guide.
Create a manual payment
The process. When an Invoice has been entered and a manual cheque has been raised to pay the Supplier, they need to be allocated together.
Re-run Bacs Remittance
To recreate remittance advices, follow these steps:
Payment Processing Audits
You can generate reports that provide detailed insights into payment runs, including: Invoices that have been fully or partially paid, or not paid at all, Bank details Update details, and more!
Single Supplier Payment Processing
Typically, suppliers are paid through an automated payment run. However, in some cases, a supplier might be missed or require a separate payment. To understand the process for handling these exceptions, follow the steps below
