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Introduction Info Note that Bulk Payments created prior to this release will open with the old screen. Bulk Payments are...
September 7th, 2022 1397 views 1 likes
Introduction The TransferMate Payment Gateway is fully integrated with AccountsIQ. TransferMate Payment Gateway lets you do the following, all without...
December 10th, 2019 2301 views 1 likes
Introduction The AccountsIQ OData Connector can be used to extract datasets from one or more entities, allowing you to design...
November 9th, 2020 3810 views 0 likes
Generate User Credentials Before being able to create OData connections, your Administrator will first need to enable the connection. Each User...
December 23rd, 2021 1965 views 1 likes
Introduction Info To set up an OData Connection and access the OData credentials from the Data Connection Setup page, read Creating...
December 21st, 2021 2836 views 0 likes
Compatible Bank Payment Files We add support for other bank formats regularly. Contact your local support team for further assistance. ...
August 2nd, 2023 347 views 0 likes
How often is maintenance carried out? Our Azure Managed Services Partner, Transparity, carries out monthly maintenance to apply Windows and...
April 4th, 2023 368 views 0 likes
Introduction Info Please check you are logging in from the correct login page. If you are not...
March 15th, 2018 4575 views 1 likes
Introduction In AIQ you can set up multiple currencies against a single base currency. If you operate multiple entities, they...
September 24th, 2017 3453 views 2 likes
Introduction The system allows for multi-currency transactions, meaning you can set up Bank, Customer, and Supplier (Vendor) Accounts in a...
October 23rd, 2017 7295 views 1 likes
Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can...
July 31st, 2017 14810 views 3 likes
Introduction How does Multi-Company Consolidation work? With multi-company consolidation, a business can set up a group company as a consolidating...
October 21st, 2017 6591 views 3 likes
Introduction AccountsIQ Bank Feeds allow you to automatically import bank statement lines from your bank or financial institution to AccountsIQ,...
August 31st, 2021 3301 views 0 likes
Introduction Info To fully understand the application of EC VAT (Tax) Codes and Rates and their use, read: How does...
December 6th, 2017 8147 views 2 likes
Introduction UK VAT-registered businesses with accounting periods starting on or after 1 April 2019 are required to: Keep digital records...
May 2nd, 2019 4911 views 2 likes
Introduction This article explains how to set up your group for making Group VAT Returns via HMRC's MTD. If you...
March 30th, 2020 2172 views 3 likes
Introduction This guide explains how to submit already prepared Group VAT Returns to HMRC via MTD. Irish companies can create...
March 31st, 2020 4040 views 6 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 2166 views 1 likes
Introduction The AccountsIQ Mobile App is a handy productivity tool that's designed to automate: Employee expense claims capture. Purchase approval...
March 15th, 2022 1512 views 0 likes
Introduction The Mobile Expenses App is a handy productivity tool that's designed to allow employees to capture expenses (receipts) and submit...
June 24th, 2022 1411 views 1 likes
Introduction Info Before you can set up Fixed Assets, you must set up the relevant Fixed Asset Class, see Managing...
May 30th, 2018 5156 views 4 likes
Introduction An entity can have one or more approvers. AIQ supports two types of workflow approvers: Budget Holder: This is...
November 20th, 2017 4864 views 2 likes
Introduction Most online banking services allow you to export bank statement data as electronic transaction lists. You can export by...
November 25th, 2017 9820 views 3 likes
Introduction You can email Customer items from the system either individually (Quotes, Orders, Receipts, Invoices, and Reports) or in bulk...
May 28th, 2020 4520 views 1 likes
Keyboard Shortcuts: Transaction Entry To allow for quick data entry you can use keyboard shortcuts to navigate transaction entry screens:...
April 7th, 2023 193 views 0 likes