Payments & Receipts Quick Entry Screens

• insert a group of receipts / payments at one time
• these are payments on account
• also create invoices at this stage

VAT Returns

• Find out how to process your VAT return for revenue.
• Save process and run VAT Audit trial report

Budgeting in accountsIQ

• Insert Budgets in accountsIQ
• compare to previous years
• show charts and graphs to display the information

Bank Reconciliation

• See how to easily create a Bank Rec
• Save and reconcile your Bank rec for periods required
• Run the Retrospective Unreconiled items report

Customization of screens, Filtering & Searching in accountsIQ

• Find out how to search quickly to populate transactions
• See the F6 (duplicating a line) & F8 (Removing a line) keys in accountsIQ
• Customize the Customer Receipts / Supplier Payments / Transaction Browser screen

Cash & Bank

• view the bank homepage
• create a Bank Reconciliation
• enter sundry receipts and payments
• enter a bank transfer

Recurring Invoicing

• Input recurring sales item invoices at different timelines
• Edit, cancel and post these recurring invoices
• deactivate and change line details as you need

Transaction Browser

• View, search for, sort and filter all transactions
• Customize the screen with your preferences
• Create and save filters for searching quickly
• Learn how to edit transactions, attach documents and drill down to accounts from this screen.

Editing & Reversing transactions

• Edit posted & processed transaction lines and details
• Both Item and batch invoices
• Reverse posted transactions
• edit the Ext ref and Description of transacions

Stock module & features

• setup stock items
• price lists
• order processing
• stock reporting

Multi-Currency features in accountsIQ

• Find out how accountsIQ handles and display's foriegn currency transactions

Purchase & Sales Order Processing

• see the Quotes, orders and delivery system in accountsIQ
• Setup stock items
• find out how to part deliver and invoice items that come from Orders

Document Storage/ Notice Board / Notes

• Attach documents such as .doc, .xls, .pdf to your transactions, customers, suppliers etc

Administration Layer

• See how to setup new companies for your practice
• See how to setup users for access to multiple comapnies
• Customize users profiles and access
• Edit Company details

Entering Sales Receipts and Purchase Payments

• receive and pay invoices in a timely manner
• Find out the different ways to pay / receive money
• configure this screen with your preferences

Report Manager & Dashboard Reporting

• setup & edit your dashboard
• see the report manager where you can email reports directly
• view reports quickly in tabs without having to open many screens

Business Analysis & Departmental reporting

• Setup Analysis Groups and codes
• Analyze and report on your businessareas
• input transactions coded to your groups & codes
• run dept reports

Emailing in accountsIQ

• Email batch invoice
• Bulk email item invoices or customer reports
• view all emailed transasctions

Supplier (Vendor) 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.