Franchise Management & Online Business Accounting Software Solutions from Accounts IQ - Online Accounting Software

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Register for accountsIQ Webex Tutorials

WebEx Tutorial Registration

accountsIQ Support Webex Listing Agenda

We run regular online tutorials to demonstrate both new and existing functionality in the system.

This is a great way to find out more about the product and how it can benefit your business.

If you are interested in attending please send an email to tutorials@accountsiq.com referencing the particular date you would like to attend.

Date Day Time (GMT) Feature Duration
July 1st Thursday noon

New Release featuring:

  • Report Manager
  • Transaction Browser
  • Codes Maintenance
20 mins
July 2nd Friday 2pm

Recurring Invoicing

Allows the generation of invoices which can recurr at required intervals.

The benefits of this are:

  • saving valuable time
  • reminders appear on screen when recurring transaction are due
  • ability to change invoice details when due
15 mins
July 2nd Friday 2.30pm

New Release featuring:

  • Report Manager
  • Transaction Browser
  • Codes Maintenance
 
July 9th Friday 2pm

Allocations:

Allows users to allocate full & part payments against receipts and invoices in a timely manner.

 
July 16th Friday 2pm

Multi-Line Invoicing

  • will enable the creation of multiple sales or purchase invoices off a single sales or purchase order.
  • allow for part delivery of goods either from a supplier or to a customer and there are multiple related invoices to be recorded against the original order.
  • This eliminates the need to wait until an order is fully delivered before invoicing thus helping to ensure that billing processes are not delayed.
 

 

July 23rd

 

Friday 2pm

Bulk EMailer & Email Manager:

Find out how to use AccountsIQ for the bulk emailing of your business documents including invoices, remittances

15 mins

July 30th

 

Friday 2pm

Editing & Reversing transactions:

  • edit details on fields for certain transactions
  • unallocating and reallocating
  • view changes made
  • reversing transactions and inserting credit notes
15 mins

 

August 6th

 

Friday 2pm

Cashflow Analysis:

This module is designed to give you access to that information from the best source available and provide a tool with which you can manage the expected payment or receipt date for outstanding amounts to more accurately predict your cashflow

15 mins

August 10th

Tuesday 10am

GL Explorer:

The GL Explorer is a functionally rich module enabling hte following:

  • View actual versus bduget values
  • Compare values for different years
  • Enter and revise budgets
  • Import Budgets
  • View graphs in various formats and designs.
  • Export Data in various software.
15 mins
August 13th Friday 2pm

Service Based Stock Items

  • Explanation of service based items
  • Setting up service based items
  • entering product invoices
  • 15 mins
    August 17th Tuesday 10am

    Allocations:

    Allows users to allocate full & part payments against receipts and invoices in a timely manner.

    15 mins
    August 20th Friday 2pm

    Sales & Purchases Order cycle:

    • Learn about the quoting, ordering, delivery and product invoicing elements
    • Learn about the stock elements and how to add these
    • Progressing your orders through from quotes to posting to the GL accounts
     
    August 24th Tuesday 10am

    Business Analytics

    • Learn how to code your transactions and analyse them usung accountsIQ Business Analytics tools
     
    August 27th Friday 2pm

    Filtering and Searching

    • learn how to use the filters and search features in accountsIQ to speed up your work
     
    September 3rd  Friday 2pm

    Supplier Batch Payments:

    Generate a full supplier payments run

    • Find out how to allocate and assign checks / online payments to suppliers in one screen
    • Batches can be saved for future use or can be part of an approval process.
     

    The times, dates and content of these webex’s can be changed. We also have webex’s to show new functionality. Please check back regularly to see the updates!

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