Purchases - AccountsIQ

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Managing Supplier Master Records

Introduction To process transactions through your Purchasing System, first set up your Supplier Master Records. As you engage with new...

November 9th, 2017 7682 views 6 likes
Amend, Cancel or Delete Transactions

Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can...

July 31st, 2017 19083 views 4 likes
Creating Purchase Invoices (PO Process)

Introduction The Purchase Ordering System has three modules: Sales Orders: This lets you record receipts of goods or services against...

November 9th, 2017 8790 views 1 likes
Creating Purchase Invoices (Non PO Process)

Introduction The Purchase Product Invoicing program allows you to enter Supplier (Vendor) Invoices unaccompanied by an Order. It can be...

November 9th, 2017 6530 views 3 likes
Using the AP Inbox

Introduction The AP Inbox lets you centrally manage Accounts Payable. It cuts down on processing time, reduces labour costs, and...

May 5th, 2021 8818 views 3 likes
Using Kefron to Automate Purchase Invoice and Credit Note Entry

Introduction How Kefron works Using Kefron increases productivity. Instead of manually entering Purchase Invoices or Credit Notes, Kefron uses OCR...

November 18th, 2017 3328 views 0 likes
Using AutoEntry to Automate Purchase Invoice and Credit Note Entry

Introduction Why use AutoEntry? Using AutoEntry reduces the manual entry of Purchase Invoices/Credit Notes. With AutoEntry the details of OCR-scanned...

September 11th, 2018 3991 views 0 likes
Creating Batch Purchase Invoices

Introduction Batch Invoices are used for any invoices where it is not necessary to record detailed product entries, such as...

November 9th, 2017 6690 views 3 likes
Creating Bulk Payments

Introduction Info Note that Bulk Payments created prior to this release will open with the old screen. Bulk Payments are...

September 7th, 2022 4039 views 2 likes
Using Bulk Payment Approval

Introduction Bulk payment Approvers Bulk Payment Approvers have the rights to approve Batch Payments within the system.These approvers will be...

November 20th, 2017 6562 views 2 likes
Using Purchase Payments and Allocations

Introduction Payments and Allocations, like Payments - Quick Entry‍, can be used to record and allocate ad hoc payments made...

November 19th, 2017 9557 views 2 likes
Using Supplier Payments - Quick Entry

Introduction Payments - Quick Entry, like Payments and Allocations, can be used to record ad hoc payments made to suppliers...

June 14th, 2024 518 views 2 likes
Processing Foreign Supplier Payments using TransferMate

Introduction The TransferMate Payment Gateway is fully integrated with our system. TransferMate Payment Gateway lets you do the following, all...

December 10th, 2019 3798 views 2 likes
Marking an Invoice as Disputed

Introduction When you flag Sales and Purchase Invoices as disputed, they will be highlighted in the Aged Reports and Supplier...

May 27th, 2018 3512 views 0 likes
Reusing Item Invoices

Introduction You can re-use previously Posted Invoices and Credit Notes to create new ones. Find the required Invoice, duplicate it,...

September 4th, 2018 1901 views 0 likes
Creating Purchase Item Debit Notes

Introduction Purchase Debit Notes record any Credit Notes received from Suppliers that are related to returns of products previously invoiced...

October 19th, 2017 4823 views 0 likes
Creating Batch Purchase Item Debit Notes

Introduction Batch Debit Notes are used to record any Credit Notes received from Suppliers not related to returns of product...

October 19th, 2017 3313 views 0 likes
Creating Purchase Credit and Debit Journals

Introduction Purchase Journals are used to post adjustments to Supplier (Vendor) Accounts where no VAT needs to be recorded: Purchase...

October 23rd, 2017 9419 views 0 likes
Creating Customer and Supplier Refunds

Introduction Creating Refunds without VAT If you do not need to account for VAT on refunds: Customers: Go to Sales >...

April 12th, 2022 3260 views 0 likes
Processing Discounts and Rebates

Introduction Note Ensure that you adhere to all tax legislation when processing discounts and rebates. The advice given here is...

November 6th, 2017 4022 views 0 likes
Using the Email Log

Introduction The Email Log displays all email communications between users and a company. This includes: Orders Invoices Statements Remittances ...

September 28th, 2020 2369 views 1 likes
Adding Attachments and Notes to Transactions and Master Records

Introduction For review purposes, you can attach multiple scanned documents and memos to all master records and transactions. Examples of...

September 19th, 2017 5381 views 2 likes
Adding Customised Fields to Master Records

Introduction You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system. ...

July 31st, 2017 3319 views 2 likes

AccountsIQ Knowledge

Managing Supplier Master Records

Amend, Cancel or Delete Transactions

Creating Purchase Invoices (PO Process)

Creating Purchase Invoices (Non PO Process)

Using the AP Inbox

Using Kefron to Automate Purchase Invoice and Credit Note Entry

Using AutoEntry to Automate Purchase Invoice and Credit Note Entry

Creating Batch Purchase Invoices

Creating Bulk Payments

Using Bulk Payment Approval

Using Purchase Payments and Allocations

Using Supplier Payments - Quick Entry

Processing Foreign Supplier Payments using TransferMate

Marking an Invoice as Disputed

Reusing Item Invoices

Creating Purchase Item Debit Notes

Creating Batch Purchase Item Debit Notes

Creating Purchase Credit and Debit Journals

Creating Customer and Supplier Refunds

Processing Discounts and Rebates

Using the Email Log

Adding Attachments and Notes to Transactions and Master Records

Adding Customised Fields to Master Records