Customer webinars

This webinar provides an overview of deferred income and prepayments, practical setup and use of billing schedules, and real-world document examples. It also includes a pre-implementation checklist, an introduction to the new Support Portal, and a Q&A with our Product Experts.

This webinar covers several key topics, including Excel function permissions, un-posting multi-company linked documents, and credit allocations on intercompany payments. It also explores editing same document warnings, new document settings such as free text delivery addresses and document date options, GL reconciliation, credit control customer groups, tax authorities on expenses, and partial VAT on APAs.

This webinar covers using Excel links for management reports, followed by a Q&A session.

This webinar covers GoCardless phase 2, multi-company journals, and contact account data access control. It also explores performance enhancements with smart row limits, data import and export improvements, and managing deferred income and prepayments.

This webinar focuses on workflows, including authorisation roles, authorisation workflows, and substitution features.