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Introduction Group vs. Individual Entities The information in this article is only relevant for multi-entity groups, such as Accounting Firms,...
October 4th, 2017 14834 views 7 likes
Introduction Use the Financial Period Manager to open or close financial periods, to review the status of financial periods plus...
March 28th, 2023 6319 views 1 likes
Introduction If you need to change year ends for your company, contact support@accountsiq.com. It is only possible to have 12...
March 27th, 2018 5382 views 0 likes
Introduction AIQ allows Franchisors (Supplier) and Franchisees (Customer) to interact with each other and manage their Product and Product Pricing. ...
October 20th, 2017 6544 views 0 likes
Introduction After completing the appropriate agreements with your System Provider, you can brand the system. This will be of interest...
October 19th, 2017 5747 views 1 likes
Registering an Entity as 'to be deleted' In the group layer, go to Actions for the relevant entity. Select Edit...
July 18th, 2022 2848 views 0 likes
Introduction Once you have set up your company, you are ready to set up company details, such as contact information,...
August 12th, 2017 9919 views 1 likes
Introduction Our new automations feature lets you set up email notifications for suppliers (and requesters) whenever a PO is approved,...
March 14th, 2025 1769 views 0 likes
Introduction New Navigation This new improved version of Invoice Customisation is only available on the new navigation. About Styles...
January 8th, 2026 202 views 1 likes
Introduction The Codes Maintenance screen lets you manage all the standard codes used throughout the system including currencies, tax rates,...
August 19th, 2017 18813 views 3 likes
Introduction Once you have set up your company, you are ready to set defaults to speed up future data entry. Defaults...
May 13th, 2024 3866 views 0 likes
Introduction Note The Excel Add-in is now deprecated. For advanced reporting, we recommend using the OData connector: Setting up OData Creating...
April 6th, 2020 7757 views 0 likes
Introduction The system can automatically track sales by Sales Rep and determine the sales commission due to each based on...
October 29th, 2017 7002 views 1 likes
Introduction Accounting firms can use Time Tracking to record time spent by practice personnel on individual clients. The time spent...
October 19th, 2017 3524 views 2 likes