As finance teams scale, they need their accounting platform to keep pace. In this AccountsIQ product update webinar, “From Delivery to Discovery,” Product leaders Sinead Brennan and Ellen Dak showcase what’s been delivered in Q1 and preview some powerful enhancements coming in Q2.

Designed for existing AccountsIQ customers, partners and prospects, this session blends live in-product demos with roadmap insights, so you can see exactly how new features work today and how they’ll evolve over the coming quarters.

You’ll see how AccountsIQ is investing in workflow automation, advanced reporting, usability and non-financial metrics to help finance teams work faster, improve control and deliver better insight across the business.

What this webinar covers

1. Q1 deliveries: what’s already live in AccountsIQ

Sinead and Ellen start by walking through the features delivered in Q1, including:

• Colour-coded entity indicators
  • Assign colours to entities in your AccountsIQ login screen and company switcher
  • Make it easier for multi-entity users to see where they are in the group
  • Recently-used entities surfaced for faster switching
• New global search experience
  • Open search instantly with the / keyboard shortcut
  • Type partial names (e.g. “FX”, “sales”) and jump straight to screens, listings, reports and dashboards
  • Visual icons differentiate:
    • Listings
    • Input / transaction screens
    • Reports
    • Dashboards
• PO Emailing Automation (beta)
  • Automatically email purchase orders to suppliers once they’re fully approved in the new workflow approval engine
  • Optional triggers for:
    • PO approved
    • PO edited
    • PO cancelled
  • Select which suppliers are included in each automation rule
  • Choose destination email(s): business email and/or primary contact on the supplier
  • Add CC recipients and attachments (e.g. standard T&Cs) to every automated PO email
  • View a per-PO email log showing when approval and update emails were sent
• AP Inbox multiline extraction
  • New option to capture header only or header and lines when invoices are processed via AP Inbox
  • System detects and imports all invoice lines, not just the header
  • Designed for more complex invoices (e.g. multi-line utilities, services)
• Embedded Report Manager (new UI & UX)
  • Full-page Report Manager replacing the old pop-up
  • Reports re-categorised in line with the main navigation (AR, AP, GL, Setup, etc.)
  • “My Reports” brought to the top, with:
    • Favourites
    • Custom-built reports (where applicable)
  • Category + subcategory structure for easier discovery
  • Search by keyword (e.g. “balance sheet”) and mark favourites in one click
  • Run multiple reports at once, with:
    • Multi-tab viewing
    • “More” menu for additional open reports beyond the first five
  • Change filters on a specific tab to re-run the same report with different parameters (date ranges, period vs transaction date, etc.)
  • Full-screen report view in a separate browser tab (ideal for dual screens, e.g. debtor reports on one monitor; processing on another)
  • Enhanced emailing options:
    • Send reports in multiple formats (PDF, Excel, CSV, text) directly from AccountsIQ
    • @-mention system users in the “To” field (autocomplete based on user list)
    • Add non-system recipients by typing full email addresses
    • Visual cues distinguishing system vs non-system recipients
    • Remembered email body text for frequently sent reports
• Approver-restricted views & notification icons
  • Consistent notification badges across:
    • Unprocessed transactions
    • Recurring invoices
    • AP Inbox
  • A quick visual indicator of items awaiting action (e.g. “57 invoices to process”)
• Introduction of non-financial metrics (for Q3 plan tiers)
  • New non-financial metrics framework replacing the old statistics feature
  • Define metric units (e.g. whole number, percentage, days, weeks, months)
  • Create metric definitions with periodic/non-periodic flags
  • Map metrics to existing chart of accounts/subcategories and analysis structures
  • Download/upload metric templates similar to budget templates
  • Use metrics in dashboards (e.g. SaaS dashboards) to combine:
    • Financial data (ARR, revenue, costs)
    • Non-financial KPIs (CSAT, NPS, headcount, product metrics)

2. Q2 sneak peek: what’s coming next

The second half of the webinar gives an exclusive sneak peek of high-impact enhancements planned for Q2 and beyond:

• New personalised Homepage (command centre for finance)
  • New default landing page for users when they log in
  • Two tile types:
    • Activity tiles – live counts of actions (e.g. AP invoices to process, POs to approve, bank accounts to reconcile) with direct drill-down
    • Insight tiles – visual KPIs and charts (e.g. debtor days, creditor days, PO-to-payment days, top customers/suppliers)
  • Tile library grouped by module (AP, AR, Bank, GL, etc.), filtered by user permissions
  • Fully user-personalised per persona/role
  • In future phases, the Homepage will evolve into a task orchestration hub (month-end task lists, owners, dependencies, collaboration, etc.)
• Invoice-level due dates (Sales & Purchases)
  • Exposes due date fields directly to users instead of relying only on account-level credit terms
  • By default, due dates are still calculated from credit terms, but can be overridden per invoice
  • Applies to:
    • Sales item/batch invoices & credit notes
    • Purchase item/batch invoices
    • Posted transactions (via edit transaction screens)
• VAT adjustment at invoice level
  • New “Adjust VAT” function on invoices to handle immaterial rounding differences (e.g. where external systems group VAT differently)
  • Opens a summary by VAT code showing:
    • Gross, net and system-calculated VAT
    • Adjustment field (± up to a defined small amount, e.g. 10 cents)
  • VAT adjustments are posted correctly and clearly marked on the face of the invoice
  • Same capability being exposed via APIs so integrators can post VAT adjustments programmatically
• AP Inbox improvements
  • Planned bulk upload for AP Inbox (not only email ingestion)
  • Better supplier recognition using additional matching criteria
  • Setting multiline vs header-only extraction at supplier level (e.g. utilities always multiline; other suppliers header-only)
• Document customisation (prototype)
  • New document customisation UI for:
    • Item invoices (and later batch invoices)
    • Customer statements
    • Purchase orders
    • Remittance advices
  • Key capabilities:
    • Upload different logos per document type (not just the company logo)
    • Turn sections on/off (e.g. delivery address)
    • Customise total labels and layout
    • Add and format bank details (sort code, IBAN, BIC)
    • Fully editable headers, footers, payment terms and free text
    • Real-time preview as you tweak settings
• Future automation & scheduling
  • Existing PO Emailing Automation is the first step in a broader automation engine
  • Upcoming automations under consideration include:
    • Approval reminders for the new workflow engine, on a set schedule
    • Automatic sending of remittance advices, statements and regular internal reports
    • A report scheduler to distribute recurring reports to budget holders and stakeholders

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What new features did AccountsIQ deliver in Q1?
You’ll see Q1 highlights including colour-coded entities, the new global search, PO Emailing Automation, AP Inbox multiline extraction, the embedded Report Manager, and the first release of non-financial metrics.

How does PO Emailing Automation work with the workflow approval engine?
PO emails are triggered from the new workflow engine once a PO is fully approved. You can choose when emails are sent (approve/edit/cancel), which suppliers are included, where they’re sent (business email, primary contact), and what’s attached (e.g. T&Cs). Every PO has an email history log.

Can AP Inbox now handle multiline invoices?
Yes. You can configure AP Inbox to capture header only or header and lines, so each invoice line is imported. A future enhancement will allow setting this per supplier, ideal for complex invoices such as utilities.

What’s changing in the Report Manager?
The old pop-up has been replaced with a full-page Report Manager. Reports are grouped by module, there’s a “My Reports” section for favourites, global search across report names, multiple open tabs, simplified filter changes, and richer email options (formats + recipients).

How will invoice-level due dates help?
Instead of relying solely on account credit terms, finance teams can override due dates per invoice on both sales and purchase side, including after posting. This supports bespoke payment terms, renegotiated due dates and better cashflow management.

Will VAT and due-date changes be available via the API?
Yes. The plan is for VAT adjustments and customisable due dates to be exposed in the API, so integrators and external systems can both set and read those values programmatically.

What are non-financial metrics in AccountsIQ?
Non-financial metrics let you define operational KPIs (e.g. CSAT, headcount, NPS, MRR, utilisation) with their own units and periodicity, map them to your finance structure, import them, and then use them alongside financials in dashboards and reports.

How can I request custom reports and dashboards?
The webinar explains how to request custom reports and dashboards via the Help Hub. AccountsIQ’s Reporting Services Team can build tailored views that blend financial and non-financial data if you don’t have internal BI capacity.

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