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Release Notes 2025
November 2025
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May 2025
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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
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Accounts Payable Quick Cards
Accounts Payable Supplier File
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Release Notes 2024
December 2024
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Release Notes - New UI Improvements
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Request a Customer
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API
CIS Processing
CIS Processing
The Construction Industry Scheme (CIS) is a tax scheme in the United Kingdom that allows contractors and subcontractors in the construction industry to manage their tax affairs more easily. It was introduced by HM Revenue & Customs (HMRC) to simplify the way taxes are handled in the construction industry.
Creating a CIS Gateway Monthly Report
Where the CIS Gateway is in use, the CIS Report must be exported from Financials on a monthly basis, usually by the CIS Gateway Administrator.
Running a Supplier CIS Statement of Reduction
This article details the process of running CIS statements of deduction.
