Knowledge base

• Using the Customer Support Portal

  Guidance on using and getting the most out of the support portal.

• Getting Started

  General FAQs, and API basics to help you get up and running. Guidance on third-party management, cybersecurity, data recovery.

• General Ledger

  Help on managing and using the general ledger for accurate financial tracking and reporting in iplicit.

• User Access

  Help on user roles, access levels, and how to manage permissions effectively in iplicit.

• Email & Communications

  Help on managing email and communications in iplicit.

• Bank

  Help on managing bank accounts, transactions, and reconciliations in iplicit.

• Period End

  Help on closing out the year and preparing financial reports in iplicit.

• Tax

  Help on managing Tax and VAT in iplicit

• Budget

  Help on how to set up, manage, and track budgets to stay on top of financial planning in iplicit.

• Workflow & Authorisation

  Help on setting up and managing authorisation workflows for approvals in iplicit.

• Purchases

  Help on making, tracking, and managing purchases within iplicit.

• Sales

  Help on making, tracking, and managing sales within iplicit.

• Intercompany

  Help on managing transactions between your Legal Entities, including creating and processing intercompany invoices and journals within iplicit.

• Asset

  Help on managing and tracking your assets in iplicit.

• Projects

  Help on managing and tracking your projects in iplicit.

• Import & Export

  Help on importing and exporting your data, including troubleshooting.

• Stock

  Help on managing and tracking stock in iplicit.

• General Settings & Functions

  Help on general settings and core functions in iplicit.

• Training Videos

  Training videos for step-by-step guidance on using iplicit.

• HR Functions

  Help on HR functions, including expenses, timesheets, and resources.

• Excel add-in

  Help with the Excel add-in for iplicit.