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Register for accountsIQ Webex Tutorials
 

accountsIQ Support Webex Listing Agenda

These are useful if you are new to the product or wish to find out more about some the latest enhancements.

All current users are included in the Webex mailout which contains the login details.

Webex’s listed below are for existing customers only. If you are interested in accountsIQ please contact sales@accountsiq.com 

Date Day Time (GMT) Feature Duration
 26th February 2010  Friday  2pm Allocations:

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

 
2nd March 2010  Tuesday  10am  Cashflow Forecasting:

  • Overview and description of the module and screen,
  • Description of the tabs and how to generate cashflow
  • Editing the cashflow transactions
  • New Fields on the customer  / supplier account & Exporting feature
 15 mins
 5th March 2010  Friday  2pm  Business Analytics:

  • Learn about Analysis Groups and Codes
  • input transactions with Analysis codes
  • run reports to analyze the Analytics
 15 mins
 9th March 2010  Tuesday  10am  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
 15 mins
 10th March  Wednesday  5pm   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.
 15 mins
 12th March  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
 16th March 2010  Tuesday  10am  Bulk EMailer & Email Manager:

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

 15 mins
 19th March 2010  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
 15 mins
 23rd March 2010  Tuesday  10am  Editing & Reversing transactions:

  • edit details on fields for certain transactions
  • unallocating and reallocating
  • view changes made
  • reversing transactions and inserting credit notes 
 15 mins
 25th March 2010  Thursday  12pm  GL Explorer:

  • View Actual values vs budget.
  • Compare values for different financial years.
  • Enter budgets and revise budgets
  • Import budgets.
  • Analyze and compare figures for specific General Ledger accounts, departments, or categories and sub-categories of accounts.
  • View graphs and change graph settings.
  • Export data in various formats.
 15 mins
 26th March 2010  Friday  2pm  Service Based Stock Items

  • Explanation of service based items
  • Setting up service based items
  • entering product invoices
  •  15 mins
    30th March 2010  Tuesday  10am  Allocations:

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

     15 mins
     31st March 2010  Wednesday  5pm

     Report Manager:

    • Running reports in accountsIQ using the new Report Manager
    • Tabs, Exporting, choosing parameters
    • Add to my reports
     15 mins
     2nd April 2010  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
     6th April 2010  Tuesday  10am

     Dashboard Reporting

    • Learn how to customize your tailored dashboard
    • setup tabs and add reports to these
    • edit the available reports in your dashboard
     15 mins

    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!

     » Register for accountsIQ Webex Tutorials
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