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

• 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

• Learn about Analysis Groups and Codes
• input transactions with Analysis codes
• run reports to analyze the Analytics

• 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

• 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.

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

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

• 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

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

• 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.

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

 Report Manager:

• Running reports in accountsIQ using the new Report Manager
• Tabs, Exporting, choosing parameters
• Add to my reports

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

 Dashboard Reporting

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