Please fill out the contact form below and we will reply as soon as possible.
Logging in using the legacy Login When you sign up to use our system, you will receive an email containing...
November 18th, 2020 8502 views 0 likes
Introduction The security of your financial data is essential to us. One of the easiest and most effective ways you...
April 7th, 2020 11758 views 0 likes
Introduction Info: Availability Help Hub only supports customers on Core, Growth, and Scale pricing plans. It is not currently available...
March 23rd, 2023 49356 views 1 likes
Contact Support If you have any issues or queries regarding integrations, new features, access to our learning academy and more,...
August 17th, 2017 15762 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 19467 views 3 likes
Introduction Once you have set up your company, you are ready to set up company details, such as contact information,...
August 12th, 2017 10280 views 1 likes
Introduction The AccountsIQ Mobile Purchases Approval App is a handy productivity tool that's designed to automate purchase approval workflow processes...
July 23rd, 2019 32260 views 1 likes
Sales Transaction Types Each Transaction in the system is codified to a Transaction Type. Type Description Effect on...
October 19th, 2017 12695 views 7 likes
Amendment Rules based on Transaction Type Prerequisite: Ensure that you have the correct permissions to amend transactions. See Setting Up...
July 31st, 2017 32317 views 5 likes
Introduction Customer Accounts must be set up before you can begin processing transactions through the Sales System. These records hold...
October 28th, 2017 11413 views 0 likes
Introduction To process transactions through your Purchasing System, first set up your Supplier Accounts. As you engage with new Suppliers,...
November 9th, 2017 13349 views 6 likes
Introduction Where can I add attachments? Use the Document Manager to attach documents to both accounts and transactions from the...
September 19th, 2017 11091 views 4 likes
Introduction The Purchase Ordering System The Purchase Ordering System has three modules: Purchase Orders: Create a Purchase Order and record...
November 9th, 2017 16026 views 1 likes
Introduction The Purchase Product Invoicing program allows you to enter Supplier Invoices unaccompanied by an order. Non PO Invoices can...
November 9th, 2017 13445 views 4 likes
Introduction Purchase Journals are used to post adjustments to Supplier Accounts where no VAT needs to be recorded: Purchase Credit...
October 23rd, 2017 13432 views 0 likes
Introduction Using the Payments & Allocations screen Payments and Allocations, like Payments - Quick Entry, can be used to record...
November 19th, 2017 16335 views 2 likes
Introduction Sales Order entry is integrated with the Inventory Management system, either fully, in the context of quantities management, or...
October 30th, 2017 21614 views 1 likes
Introduction Sales Journals are used to post adjustments to Customer Accounts where no VAT needs to be recorded: Sales Credit...
October 23rd, 2017 10082 views 1 likes
Introduction Using the Sales Receipts & Allocations screen This screen lets you: Record Customer Bank Transfer type receipts, such as...
November 1st, 2017 15670 views 2 likes
Introduction Before you can use Sales or Purchase Orders and Item Invoices, you need to create Master Records for the...
November 9th, 2017 9141 views 0 likes
Introduction Price lists allow you to maintain customised prices. You can create Price Lists with alternative Prices and Price structures...
October 24th, 2017 7281 views 0 likes
Introduction Stock Count allows you to record stock take details against all Product items. The system will automatically update the...
November 23rd, 2017 8674 views 0 likes
Introduction General Ledger Structure The system comes with a standard package of General Ledger Accounts and Codes. These include: General...
November 26th, 2017 17288 views 3 likes
Introduction About Budgets Budgets/revised budgets can be used for comparison purposes on a wide variety of GL reports. Use the...
November 28th, 2017 13294 views 2 likes
Introduction About Bank Journals A bank journal is a record of banking transactions, ordered by date. They may be necessary...
October 23rd, 2017 10606 views 0 likes
Introduction The Sundry Bank Payments facility lets you record Sundry Payments made from your bank accounts. Sundry Payments are payments...
October 23rd, 2017 11410 views 4 likes
Introduction The Sundry Bank Receipts facility lets you record Sundry Receipts lodged to your bank accounts. Sundry Receipts are receipts...
October 23rd, 2017 11620 views 0 likes
Introduction Reasons for Bank Reconciliations Periodically, you need to reconcile your Bank Accounts status in the system with that of...
November 26th, 2017 17884 views 3 likes
Introduction Our Report Manager lets you: Access over 200 accounting reports providing high-quality business performance analysis. Report in both base...
October 24th, 2017 13009 views 1 likes
Introduction Why Cashflow Management Matters Careful cashflow management is essential to running your business effectively. Depending on business type and...
October 23rd, 2017 6307 views 3 likes
Introduction New vs Legacy Workflow Approval The following article is in regard to the legacy workflow which will be retired...
November 16th, 2017 10873 views 3 likes