Subcategories

• Using the Report Manager

  Introduction Our Report Manager lets you: Access over 200 accounting reports providing high-quality business performance analysis. Report in both base...

  October 24th, 2017 7097 views 1 likes
• Selecting the Correct Year for Period-based Reporting

  Introduction The system operates a 12 monthly period reporting system. For example, if you have a January to December financial...

  March 27th, 2018 2895 views 0 likes
• Changing a Report Layout

  Introduction GL Code structure and reporting The layout and completeness of your reports, such as Income and Expenditure Statements, Trial...

  November 27th, 2017 5204 views 1 likes
• Internal Controls and Audit Reports

  User Profile, Role, and Permissions Controls In AIQ users have customisable permissions, meaning they only have access to those features...

  August 4th, 2023 1524 views 0 likes
• New Dashboards

  Introduction Our new dashboards let you quickly visualise the performance of your business using the most common KPIs. When you...

  October 1st, 2024 510 views 0 likes
• Using the GL Explorer

  Introduction The GL Explorer gives both summary and drilldown reports for all your GL accounts, including: Profit & Loss Reports...

  September 5th, 2018 4641 views 0 likes
• Using the Transaction Browser

  Introduction Go to GL > Transaction Browser. The Transactions Browser lets you: View Transactions: View summarised details of all transactions and filter...

  November 27th, 2017 6231 views 0 likes
• Using Extended Business Analysis

  Introduction Who is Extended Business Analysis for? Extended Business Analysis lets you look at the performance of your enterprise beyond...

  November 29th, 2017 7319 views 6 likes
• Using Extended Business Analysis for Job or Project Analysis

  Introduction Info: Extended Business Analysis For in-depth knowledge about BI Codes, including creating, deleting, and deactivating them, read Using Extended...

  November 30th, 2017 3710 views 2 likes
• Using Statistics

  Introduction The Statistics facility lets you record user defined statistics. Recording statistics lets you include non-financial measures in reporting. You...

  October 23rd, 2017 2647 views 0 likes
• Cashflow Forecasting

  Introduction Why Cashflow Management Matters Careful cashflow management is essential to running your business effectively. Depending on business type and...

  October 23rd, 2017 3376 views 3 likes
• Using the Advanced Reporting Excel Add-In (deprecated)

  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 5684 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 2969 views 1 likes