Training Videos

This video covers: Introduction and overview of iplicit. Logging in and navigation.

This video covers: Nominal ledger navigation, use and filter of enquiry screens, and budget and  forecasting overview.

This video covers: How to log in and use the new iplicit mobile app, designed for primarily for expenses.

This video covers: how to install, access and use the iplicit classic mobile app.

This video covers: creating a new user, set up password, locking and unlocking users, and enabling MFA.

This video covers: user roles, user groups, user access and permissions.

This video covers: setting up and managing custom data access controls.

This video covers: setting up a new Chart of Account, Chart of Account groups and managing Chart of Account rules.

This video covers: setting up a new Legal Entity as well as setting up Data Access Control and Data Entry Control options.

This video covers: setting up logo images for communication and documents related to a legal entity.

This video covers: Purchase order entry, converting to goods received note or purchase invoice.

This video covers: How to raise a Purchase Requisition

This video covers: creating a sales order, converting it to a dispatch note, converting it to a sales invoice and related options such as reversing it, corrections, credit note, amending and more.

This video covers: Introduction to stock and inventory management.

This video covers: Setting up a new bank account and adding transactions such as bank transfers, cash journals and cash book journals.

This video covers: Introduction to Bank Reconciliation. 

This video covers: Overview to bulk payments and payment runs set up.

This video covers: email account set up for communications in iplicit.

This video covers: Submitting a new expense claim on the browser or mobile app and approving expenses if you are the approver.

This video covers: Creating a new Manual Journal as well as reversing and unposting options.

This video covers: Timesheet entering, timesheet products, project timesheets.

This video covers: Financial year end rollover. 

This video covers: Setting up Authorisation roles, setting up and managing workflows and a demonstration of the approval process.

This video covers: Setting up Workflows substitutions.

This video covers: Bank reconciliation from start to finish and VAT return.

This video covers: Doing VAT return and setting up MTD registration to connect with HMRC.

This video covers: how to set up Budgets, different budget types and budget forecast.

This video covers: How to navigate, filter and manage Enquires and Reports, including dynamic accounting str

This video covers: Excel Add-in set up and Excel functions.