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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
Hints and Tips!
Useful information to include when raising Financials cases
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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
Financials Overview
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Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Bring Your Own BI (BYOBI)
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Credit Control
Credit Control Overview
This article introduces the concept of credit control (debt management)l. The credit control facility is a powerful tool allowing credit controllers to manage debt and record notes and actions at account and transaction level.
Interest Charges
To allow the user to generate Interest charges against overdue transactions, Financials will calculate the Interest charge against either overdue account or transaction balances.
Dunning Process
Dunning Groups determine how customers with overdue debt are to be chased, i.e. how often the recovery/chase letters are to be sent out and if an automatic diary event will be generated.
Credit Control Diary
The credit control diary allows the user to create and maintain diary ‘events’. Diary events can be used to record some action that needs to be taken in the future, or has taken place.
Query Management
Query Management allows the you to record queries and disputes against transactions at transaction and/or item level.
