Payments
Creditors | Allocations | Functionality
OVERVIEW In this knowledge-based article, we will explain how the functionality works in Creditors Allocations. FUNCTIONALITY An example of a creditor account is below for demonstration purposes for the Creditors Allocations module. DEBIT ACTIONS ...
Utilities | Module Parameters | Add Debtor notification
Debtors Notifications are used to alert or remind the user about special instructions or information about the specific debtor. Debtors Notifications are Debtor specific, in other words a debtor can only be linked to one notification. One Debtors ...
Debtors | Maintenance | Account Verification with fingerprint biometrics
Version: 2023.10.1.0 Question: Does IQ support Biometric fingerprint recognition? Answer: Yes Note: IQ only supports the Digital persona U.are.U 4500 USB fingerprint reader. Please do not install the driver from the Digital Persona website, download ...
Filters | Set default filter
Question: Is it possible to set a default filter on the system? I would like to apply a default filter to display all the non-on hold or active debtor accounts in the system. Answer: Yes it is possible in version 2024.1.0.0. The operator will have ...
Debtors/Creditors/Ledger | Closed up to period | Postings not allowed to Prior
Issue: I am getting the error message above, when I try to perform a cash book or ledger batch journal posting? I have reviewed the ledger closing date and the date is correct. I got the error error message after the year end procedure ran. Notice ...
Document preview | Credit notes | Cannot print or export
Question: I am unable to print or export a credit note from the document preview, other users are able to view the document? What is the reason for this? Answer: The reason for this is; IQ created a security code quite a while back: 30656 - Allow ...
Grid auto adjust feature
Question: We have installed version 2024.2.0.0 and noted that there is an option when you right click on the grid screen, to auto adjust. What is the purpose of this feature? Answer: IQ introduced a new feature in version 2024.2.0.0 and up, where the ...
Unallocated | Debtors or Creditors | Display unallocated debtors or creditors
Question: How do I filter for debtors that's amounts are not allocated? Answer: Please apply the following filter below. C_CB does not equal 0 or C_CB <> 0.0 The system will now only display the debtors amounts that are not allocated or unallocated. ...
Debtors / Creditors | ‘Preferred Tax Rate’
Version: 2024.2.0.0 and higher. Overview: The user will now have the ability to specify / select a ‘Preferred Tax Rate’ for Debtors / Creditors.
Utilities | Company Details | Default Settings 2 | Default Debtor/Creditor Terms
Question: We want all our new debtors/clients that are added to the system to default to 30 days? Is this possible and how do we achieve this? We have a challenge that the debtors clerk forget to change this. Answer: Yes it is possible, you can ...
Debtors and Creditors Month ends
Question: We recently moved over from another accounting system to IQ and we had to perform manual month ends? How does IQ works and what is the impact on our debtors and creditors balances? Answer: The sole purpose of creditors month end is to age ...
Debtors and Creditors | Reports to Print
Question: Which reports should I print on Debtors and Creditors before month ends? Answer: Ensure that month end advice notes and age analysis reports have been run before the month end rollover. These balances cannot be printed after month-end as ...