In this webinar, Taylor (Business Development Manager) and Helen (Pre-Sales Consultant) from AccountsIQ walk through the latest product updates – including the brand new user interface, dashboarding tool, and powerful multi-step workflow approvals for AP and bulk payments.

You’ll also get a quick refresher on where AccountsIQ sits in the market, how onboarding works, and how these new features help finance teams automate more and report faster.

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1. New User Interface (UI) & Navigation

• Old layout: double header menus across the top, functional but busy.
• New layout:
  • Left-hand sidebar navigation with clear modules:
    • Sales, Purchases, GL, Bank, Fixed Assets, Consolidation, etc.
  • Hover to see sub-menus and one-click “+” actions (e.g. new supplier, new PO)
  • “Favorites” for quick access to your most-used screens and reports
  • Clean, modern screen design with better use of space and clearer data grids

2. New Workflow Approvals (AP & POs)

• Previously: single-step approvals based on supplier, value or budget.
• Now: multi-step, dual and multi-approver workflows with no hard limits on:
  • Number of steps
  • Number of approvers per step

Key capabilities:

• Create multiple workflows:
  • By department (Finance, Sales, Services, etc.)
  • By document type (POs, PO invoices, non-PO invoices)
• Configure:
  • Value thresholds (e.g. auto-approve under £X; Manager £X–£Y; CFO >£Y)
  • Re-approval thresholds if PO and invoice values differ
  • Excluded suppliers (e.g. utilities)
• Route approvals based on:
  • Multi-dimensional BI code (e.g. specific project or cost centre)
  • Individual dimension codes (department, region, fund, etc.)
  • GL code, supplier, or combinations of the above
• Example workflow:
  • Step 1: Finance Manager – Dept = Finance, limit £50–2,000
  • Step 2: Financial Controller – Dept = Finance, limit £2,000–10,000
  • Step 3: CFO – Dept = Finance, limit >£5,000
• Multi-approver steps:
  • Ideal for budget holders – lines can route to different approvers based on coding
• Finance visibility:
  • Item invoice screen shows approval status at a glance:
    • Awaiting, Approved, Rejected, Action required
  • Drill into the approval timeline:
    • Who approved when, which steps were skipped, who’s outstanding
  • Option to resend / remind approvers
  • Final posting authority remains with finance

3. Bulk Payments & Bank Files

• Build bulk payment runs by:
  • Bank account
  • Due date / cutoff date
• Single screen to:
  • Select invoices to pay
  • Generate payment run
• Send payment run through approval workflow
• Export bank file in the correct format for your bank (40+ supported), then upload to your online banking portal
• System creates & allocates payments and can email remittance advices automatically

4. Dashboards (GL, AP, AR, Consolidation)

New dashboards released alongside the UI refresh, with more to come.

Examples shown:

• P&L Dashboard
  • Filters:
    • Period, YTD vs MTD
    • Comparison (last year, budget, reforecast)
    • Dimensions (dept, project, region, etc.)
  • Interactive widgets with drill-down and export to PDF/Excel
• Financial Overview Dashboard
  • Income & gross profit YTD
  • Gross margin %
  • 12-month income vs expenditure trend
  • Balance sheet category summaries
  • All filterable by dimensions and categories
• AP & AR Dashboards
  • Top 10 suppliers / customers
  • Outstanding and overdue balances
  • Debtor / creditor days
  • Receipts/payments in period
  • Ageing views with drill-through
• Purchase Commitment Dashboard
  • View committed spend against:
    • Approver
    • BI codes / projects
    • Departments
  • Great for budget holders and project managers
• Consolidated dashboards
  • Same style dashboards at group level
  • Filter by:
    • Individual entities or combinations
    • BI codes / departments / projects across the group

Access & security:

• You can create “light users” who:
  • Don’t access core ledgers
  • Only see dashboards and/or selected reports
• Ideal for:
  • Budget holders
  • Department heads
  • Senior leadership & board

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