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Using Dimensions

Introduction Note: Legacy BI Analysis Module Note, if you used the previous analysis module, the terms Dimension Codes and Dimension...

January 9th, 2026 518 views 0 likes
Using the Purchase Order Process

Introduction The Purchase Ordering System The Purchase Ordering System has three modules: Purchase Orders: Create a Purchase Order and record...

November 9th, 2017 15139 views 1 likes
Creating Purchase Item Invoices

Introduction The Purchase Product Invoicing program allows you to enter Supplier Invoices unaccompanied by an Order. It is integrated with...

November 9th, 2017 12731 views 4 likes
New Workflow Approval

Caution for users of the legacy workflow Once you activate a new workflow, the legacy workflow approval will become unavailable....

October 3rd, 2024 7663 views 0 likes
Setting Up System Users

Introduction The AIQ system comes pre-set with two types of user roles: User and Admin. Admin is the highest level...

October 14th, 2022 11845 views 0 likes
Using the AIQ Homepage

Introduction Price Plan Availability The homepage will be only available to customer on AIQ2 and AIQ3 price plans. It will...

October 3rd, 2025 996 views 0 likes
OData with Excel Troubleshooting

Introduction In this article, learn how to resolve common issues using OData for Excel. To know more about setting up...

September 19th, 2024 3428 views 0 likes
Adding Attachments and Notes to Transactions and Master Records

Introduction For review purposes, you can attach multiple documents and notes to all master records and transactions. Document Size and...

September 19th, 2017 10551 views 4 likes
Accessing Support and Services via Help Hub

Introduction Info: Availability Help Hub only supports customers on AIQ1, AIQ2, and AIQ3 pricing plans. It is not currently available...

March 23rd, 2023 47752 views 1 likes
Using the AP Inbox

Introduction Our AP Inbox Enhancement Updates described in this article include: Bulk Upload: Now you have the option to directly...

May 5th, 2021 14642 views 3 likes
Logging In (Legacy login and SSO)

Logging in using the legacy Login When you sign up to use our system, you will receive an email containing...

November 18th, 2020 7896 views 0 likes
Managing Self-Serve SSO

Introduction Self-serve SSO lets you set up SSO with minimal technical support from us. It allows Practice Administrators to register...

June 4th, 2025 2377 views 0 likes
Using Non Financial Metrics

Introduction AccountsIQ's Non Financial Metrics let you create non financial metrics and relate them to your financial data via reports...

March 21st, 2025 2005 views 0 likes
Creating Automations

Introduction Our new automations feature lets you set up email notifications for suppliers (and requesters) whenever a PO is approved,...

March 14th, 2025 1687 views 0 likes