Recent Articles
Identifying Inactive Debtors with Outstanding Balances | Usage of Default Filters
You are managing the debtors book for a company. Over time, some clients stop purchasing but still have outstanding balances. These accounts are risky because: They are inactive (no recent transactions) They still owe money They are often forgotten ...
VAT Summary differs with General Ledger
Reason for the Difference The VAT report is driven by tax transactions (VAT codes / tax events), while the General Ledger reflects posted accounting entries. These are not always identical in timing or structure. Troubleshooting Checklist 1. ⏱ Timing ...
Standard Operating Procedure: Processing Extra Charges
Purpose: To guide operators on how to accurately apply Extra Charges to Invoices and Goods Receiving Vouchers (GRVs). Part 1: Applying Extra Charges to Invoices Create Invoice: Begin creating the invoice as you normally would by selecting your debtor ...
Extra charges setup guide
Extra Charges are additional fees linked to non-stock items that can be applied to Invoices or Goods Receiving Vouchers (GRVs). They are used to either increase the total amount a client owes you (e.g., adding a service or delivery fee to an invoice) ...
Duplicate order number checking for processing modules in IQ
Question: Is it possible to check the system for duplicate order numbers per Debtor? To enable duplicate order number checking for processing modules in IQ, follow these steps: 1. Navigate to Company Setup Go to the Utilities menu at the top of the ...