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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 15415 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 6641 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 5570 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 6737 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 10261 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 2016 views 0 likes
Introduction About Styles The Document Customisation feature lets you easily control the look and content of the Sales Invoices and...
January 8th, 2026 512 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 19408 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 4156 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 7893 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 7209 views 1 likes