- All categories Financials Overview
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
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
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
General Ledger Enquiries
Enquiries Account Details
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
General Ledger Data Entry
Chart of Accounts Setup
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
Collaborative Planning
Financials Overview
User Interface Overview
Design Improvements.
Chart Functionality
Modernised new Chart Functionality. The chart functionality can be accessed universally across the Financials application allowing a more dynamic view of the data.
User Preference Improvements
Overview of the logic optimising User Preferences to create for a more user-centric experience.
Alerts & Field Error Focus
This article highlights and overviews the improvements that are existing with the alerting & validation which occurs in Financials.
The all new Data Grid!
This article outlines existing and new functionality of the new Data Grid.
Input Fields & Dynamic Validation
This article details the new input field formats available in Financials.
Screen Structure
This article explains the way that the Financials System is bifurcating screens.
Miscellaneous New Features
This article details a number of new features available in Financials. Including Function Search, 'Back to Top', Radio Buttons, etc
Generic Actions
This article explains how both page and line level actions are presented in Financials, detailing the new selection panel, along with how previous actions are now presented.