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Caution for users of the legacy workflow Once you activate a new workflow, the legacy workflow approval will become unavailable....
October 3rd, 2024 8633 views 0 likes
Introduction About Styles The Document Customisation feature lets you easily control the look and content of the Sales Invoices and...
January 8th, 2026 529 views 1 likes
Introduction Using the Payments & Allocations screen Payments and Allocations, like Payments - Quick Entry, can be used to record...
November 19th, 2017 16296 views 2 likes
Introduction Using the Sales Receipts & Allocations screen This screen lets you: Record Customer Bank Transfer type receipts, such as...
November 1st, 2017 15642 views 2 likes
Introduction Note: Legacy BI Analysis Module Note, if you used the previous analysis module, the terms Dimension Codes and Dimension...
January 9th, 2026 1248 views 0 likes
Introduction The Purchase Ordering System The Purchase Ordering System has three modules: Purchase Orders: Create a Purchase Order and record...
November 9th, 2017 15980 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 13412 views 4 likes
Introduction The AIQ system comes pre-set with two types of user roles: User and Admin. Admin is the highest level...
October 14th, 2022 12964 views 0 likes
Introduction Price Plan Availability The homepage will be only available to customer on Growth and Scale price plans. It will...
October 3rd, 2025 1470 views 0 likes
Introduction In this article, learn how to resolve common issues using OData for Excel. To know more about setting up...
September 19th, 2024 3831 views 0 likes
Introduction Where can I add attachments? Use the Document Manager to attach documents to both accounts and transactions from the...
September 19th, 2017 11077 views 4 likes
Introduction Info: Availability Help Hub only supports customers on Core, Growth, and Scale pricing plans. It is not currently available...
March 23rd, 2023 49319 views 1 likes
Introduction Our AP Inbox Enhancement Updates described in this article include: Bulk Upload: Now you have the option to directly...
May 5th, 2021 15467 views 3 likes
Logging in using the legacy Login When you sign up to use our system, you will receive an email containing...
November 18th, 2020 8460 views 0 likes
Introduction Self-serve SSO lets you set up SSO with minimal technical support from us. It allows Practice Administrators to register...
June 4th, 2025 2998 views 0 likes
Introduction AccountsIQ's Non Financial Metrics let you create non financial metrics and relate them to your financial data via reports...
March 21st, 2025 2291 views 0 likes
Introduction Our new automations feature lets you: Set up email notifications for suppliers (and requesters) whenever a PO is approved,...
March 14th, 2025 2039 views 0 likes