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Release Notes 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
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
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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
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Accounts Payable Enquiries
Accounts Payable Payments
Transaction Maintenance
Accounts Payable Code Tables
Accounts Receivable Quick Cards
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
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Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
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Relife
Purchasing Management Quick Cards
Inventory Management Quick Cards
Import Tool Kit
Reconciliation Processes - Helpful how-to guides
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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)
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Accounts Payable Supplier File
Create a supplier account
The process New supplier accounts are to be manually entered and maintained.
Sundry Suppliers setup and Invoice processing
Learn how to setup a sundry supplier and enter one off payments.
Supplier Approval
When Supplier Approval is in use, any newly inserted suppliers will be set to 'Unapproved', meaning they cannot be used for data entry. The nominated approver, can either 'Approve' or 'Reject' the supplier.
