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Welcome to the Customer Forum

A place for iplicit customers to learn from each other. Share how you do things, and ask other customers how they do theirs.

Post a topic

What to post here

Customer to customer discussion, for example:

How you use reporting
Which enquiry you use for a particular task
The templates you rely on
How you set up workflows, such as routing

Need us to look into something?

Please don't post it here. Errors, things not working and questions about your own account need our team to investigate, so log a ticket or contact your Customer Success Manager.

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Before you post

Search first, it may already be answered
Keep it general: no financial data or account numbers
Look for the Answered label on resolved questions

Where to post: Announcements for news from iplicit. Q&A sections for questions and answers by topic. Each section has its own welcome post.

Customer Forum

Announcements

8 topics
- New UI webinar series continues: What's coming next
  
  Created on Tue, 6 Oct at 12:54 PM by Gabrielle Day
- Daily drop-in sessions: New interface
  
  Created on Thu, 24 Sep at 12:12 PM by Gabrielle Day
- New UI webinar series continues: Navigating iplicit’s interface
  
  Created on Fri, 4 Sep at 9:27 AM by Gabrielle Day
- New webinar series: What’s changing in iplicit’s interface
  
  Created on Thu, 13 Aug at 12:04 PM by Gabrielle Day
- Pay your suppliers using iplicitPay
  
  Created on Wed, 5 Aug at 8:57 AM by Gabrielle Day
See all (8)
iplicit's New Interface Q&A

33 topics
- When Will We Move to the New Interface?
  
  Answered
  
  Created on Fri, 2 Oct at 2:36 PM by Gabrielle Day
- Functionality
  
  Answered
  
  Created on Fri, 2 Oct at 2:11 PM by Gabrielle Day
- Watch the New UI in Action
  
  Answered
  
  Created on Wed, 9 Sep at 12:00 PM by Gabrielle Day
- Freezing Columns on Enquiry Screens
  
  Answered
  
  Created on Fri, 2 Oct at 12:41 PM by Gabrielle Day
- Going Back to a Previous Page
  
  Answered
  
  Created on Fri, 2 Oct at 12:36 PM by Gabrielle Day
See all (33)
UI Feedback & Fixes

19 topics
- UI feedback, and what we've done with it
  
  Created on Mon, 12 Oct at 3:36 PM by Gabrielle Day
- Submit button no longer shows a red cross
  
  Not Taken
  
  Created on Mon, 12 Oct at 4:18 PM by Gabrielle Day
- Recent pages move to the top when selected
  
  Not Taken
  
  Created on Mon, 12 Oct at 4:17 PM by Gabrielle Day
- Recent pages instead of open pages
  
  Not Taken
  
  Created on Mon, 12 Oct at 4:16 PM by Gabrielle Day
- Closing recent pages
  
  Not Taken
  
  Created on Mon, 12 Oct at 4:15 PM by Gabrielle Day
See all (19)
Customer Community Q&A

20 topics
- Welcome to the Customer Community Q&A
  
  Created on Wed, 15 Jul at 4:45 PM by Gabrielle Day
- Bank Reconciliations - Matched Items
  
  Created on Tue, 13 Oct at 11:19 AM by Ruth Crossley
- Keeping a Document Open After Submitting
  
  Answered
  
  Created on Fri, 2 Oct at 9:49 AM by Gabrielle Day
- HEIC Attachments
  
  Answered
  
  Created on Wed, 9 Sep at 11:40 AM by Gabrielle Day
- Examples of GL reconciliation use cases
  
  Answered
  
  Created on Fri, 31 Jul at 5:37 PM by Gabrielle Day
See all (20)

Trending topics

Showing recently popular topics

When Will We Move to the New Interface?
Created on Fri, 2 Oct at 2:36 PM by Gabrielle Day
Functionality
Created on Fri, 2 Oct at 2:11 PM by Gabrielle Day
Freezing Columns on Enquiry Screens
Created on Fri, 2 Oct at 12:41 PM by Gabrielle Day

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