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A customer webinar walking through AccountsIQ’s new navigation, customizable grids, dashboards, upcoming homepage and report manager enhancements, and how user feedback is shaping the product roadmap and training resources.
This AccountsIQ webinar explores the next wave of product enhancements to the AccountsIQ finance system, with a particular focus on the new navigation, upcoming homepage, and overall user experience (UX) for cloud accounting and group finance teams. You’ll see how the embedded search is evolving to make it easier to find key functions such as GL journals, prepayments, cost accruals and reporting screens, and how the new customisable grids (drag-and-drop columns, saved filters and views) help finance users work faster with large volumes of transactional data. The session explains the vision for the new AccountsIQ homepage as the central landing page when you log in, with configurable tiles and widgets tailored to different user personas (for example, finance manager, AP clerk, controller, CFO), so that activity prompts, notifications and shortcuts for modules like sales, AP, bank, intercompany and reporting are surfaced in one place.
We also walk through enhancements for multi-entity and group accounting usability, including clearer company identification for users working across many entities, and how this ties into the modern, minimal UI. You’ll get an update on the roadmap for the redesigned Report Manager, which will move into the core grid area with more intuitive report categories, better access to favourite reports and full support for multi-tab reporting and filtering. The webinar covers how to access the new dashboards via profile permissions, how to use them for real-time finance insights, and what’s coming next with non-financial metrics and KPI dashboards so you can combine operational and financial data inside AccountsIQ. Finally, we address the status of AIQ Academy training videos in light of the new interface, how existing content maps to the refreshed UI, and how to use the in-product feedback tools to influence the AccountsIQ roadmap. This session is ideal for existing AccountsIQ customers, finance leaders and system administrators who want to understand how these UI, reporting and dashboard enhancements will improve productivity, reporting accuracy and user adoption across their finance function.