In this webinar, the AccountsIQ team introduce the enhanced intercompany feature and show how it transforms the way finance teams manage intercompany balances across multi-entity groups. You’ll see the new Intercompany tab in action, where intercompany debtors and creditors are now consolidated into a single, dedicated module instead of being buried in the main sales and purchase ledgers. The session walks through the redesigned grid, showing local and connected company accounts side by side, with clear drill-downs into balances, tooltips explaining issues, and badges that highlight unbalanced accounts or missing connections so problems can be spotted and resolved quickly.

The presenters explain how to create intercompany connections in just a few clicks, replacing the old copy/paste key process with a guided “new connection” flow. You’ll learn how to set up one-way and two-way connections between entities, automatically create matching debtor and creditor accounts with appropriate defaults, and choose the currency for the connection so that both sides are always aligned. The webinar covers how control accounts, GL codes and tax codes are read from the sending and receiving entities, how to use naming conventions for intercompany accounts (e.g. “Intercompany Creditor – Entity 01”), and why connections must share a single currency even when base currencies differ across the group.

We also dive into the expanded range of intercompany transaction types. Beyond traditional batch invoices, you’ll see how to process intercompany activity using credit notes, debit journals, credit journals and refunds, and how these transactions automatically create matching entries in the linked entity once accepted. The webinar shows how intercompany recharges, loan movements and other intercompany adjustments can now all be handled through the module, including recharges driven by bank transactions and the refund functionality. You’ll see the improved acceptance screen in the receiving entity, where multiple incoming lines can be grouped into a single invoice as long as account, reference and date match, and where additional validations prevent partial edits that would break the integrity of the transaction.

The session also highlights the user experience and control improvements built into the new module. You’ll see how default filters in the sales and purchase ledgers hide intercompany accounts (now surfaced in the Intercompany tab instead), how pre-set filters (e.g. “Accounts with out-of-balance”) help you focus on problem areas, and how user permissions are respected so that users without access to a linked entity can’t drill into it. The presenters demonstrate how warning icons and tooltips explain issues such as out-of-balance connections, mismatched currencies or lack of access, and how you can quickly log into a linked entity from the company code hyperlink to investigate and accept intercompany transactions.

Finally, the webinar addresses practical rollout questions: how existing intercompany connections are automatically surfaced in the new module, how the enhanced intercompany functionality co-exists with current processes, and what to do if you want the feature enabled ahead of general release. By the end of the session, you’ll understand how AccountsIQ’s enhanced intercompany module can reduce manual effort, improve visibility, and keep intercompany debtor and creditor balances under tight control across your entire group structure.

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