Customer Support

Call us: 020 3900 2391

Using the Customer Support Portal
- Navigating & using the portal
Getting Started
- General information
- API set up & troubleshoot
- Data Backup and Recovery
- Cybersecurity and Incident Response
- Vendor and Third Party Management
General Ledger
- GL Reconciliation
  - What is the purpose of the opening and closing balances on GL Reconciliation?
  - Why are the Period/Date options greyed out on a new GL Reconciliation?
- GL Postings
  - How do I view the General Ledger postings of my Purchase invoice?
  - What usage tick boxes do I need to tick for debtors control account default?
- Documents
- Reporting
- Legal Entities
User Access
- User management
- Visibility & Access control
Email & Communications
- Set up and management
- AP Automation
Bank
- Bank Account
  - How to set up a new bank account
  - A bank name is missing from the list how do I add it?
- Bank Reconciliation
- Bank Feeds
- Bank Charges
  - How do I set up charges?
- Bank Transfers
- Payment Services
- Receipt Services
  - How do I post a receipt received into the bank of one Legal Entity and allocate it to an invoice raised in a different Legal Entity?
Period End
- Year End Rollover
- FX
Tax
- VAT
Budget
- Budget Set up & Management
- Budget Imports
  - Resolving the “Incorrect Syntax Near the Keyword 'FROM'" Error During Budget Import
Workflow & Authorisation
- Workflows set up and management
- Workflow Substitutions
  - How can I assign someone to approve my documents while I'm on holiday/leave?
  - How to disable workflow substitution
Purchases
- Purchase orders
- Credit Notes
  - Can I allocate a Purchase Credit Note to a Purchase Order?
  - How do I enable prepayments on a document?
- Invoices
- Suppliers
  - Why can't I recreate a deleted Supplier using its old code?
  - How do I set up a supplier for multi tax authorities?
- Prepayments
Sales
- Sales Orders
  - How do I write off a sales order?
  - I am unable to create a Sales Quote? It says there are no available document types.
- Automations
- Credit Notes
  - Can I create a Sales Credit Note template?
- Customers
  - Is it possible to merge two customer accounts together as one is a duplicate?
- Deferred Income
- Sale Invoices
Intercompany
- Intercompany Functions
Asset
- Fixed Assets Management
Projects
- Project Set Up
  - Why is my new project not available on documents?
Import & Export
- Importing
  - How do I resolve an Auto Reversing Journal import doc_date error?
  - How do I import Invoices, Expenses or Orders?
Stock
- Stock tracking
- Integrations and Partnerships
  - Cin7 Core Connector
General Settings & Functions
- Setup
- Functions
Training Videos
- Getting started
- Basic Functionality
- Advanced Functionality
HR Functions
- HR - Expenses, Timesheets & Resources
Downloads
- Excel Add-In

Feature Feedback Portal – How to Submit and Vote on Feature Ideas

Modified on: Tue, 24 Feb, 2026 at 2:57 PM

Our Feature Feedback Portal is a dedicated space within the support portal where you can share ideas directly with our product team. You can submit new feature requests, review suggestions from other users, and vote on the ideas that matter most to you.

To access it, go to the Support Portal home page and select the Feature Feedback Portal tile. Once inside, you can browse existing ideas or submit your own using the Submit Idea option in the top‑right corner.

Customer search terms

Submit a feature request

How to request new features

Product suggestions

Feature suggestions

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