Release Notes 2025
Frequently Asked Questions!
How do I make a user have read only access
Out of Office
How do I stop a user posting to prior and future periods?
De-allocate an AP Payment
How to stop over receipting of orders
Why has my transaction not appeared on the AP Payment run?
Download Templates
Useful information to include when raising Financials cases
Prevent users posting to specific balance classes
Hints and Tips!
General Ledger - Helpful how-to guides
GL Enquiries - Transaction Enquiries
GL Enquiries - Balance Sheet & Profit and Loss
GL Enquiries - Account Details
Trial Balance
Close the GL Period
Closing a Year & Closing the Last Year Adjustment Period
Closing Module Periods
Accounts Payable - Helpful how-to guides
Supplier creation
Supplier and Transaction Diary Messages
AP Enquiries
Order Related Invoice - Mismatch Scenarios
AP Authorisation Setup
Mismatch Types
Invoice and Credit Note Matching
Payment Processing
Create a manual payment
AP Payment Cancellation
Retrospective Aged Creditors
Sundry Supplier setup and processing
Accounts Receivable - Helpful how-to guides
Create & Copy Invoices/Credit Notes
Contracts
Customer Statements
Retrospective Aged Debtors
Cash Allocation
Diary Notes, Queries and Disputes
Interest Charges
Customer Enquiries
Dunning Process
Purchasing Management - Helpful how-to guides
Fixed Assets - Helpful how-to guides
Prompt File - Asset Creation
Join Prompt File Items
Fixed Assets Period End & Depreciation
Revaluation
Disposals
Relife
Reconciliation process - Helpful how-to guides
Accounts Receivable Reconciliation Reporting
Accounts Payable Reconciliation Reporting
Daily Checks
Fixed Assets Reconciliation Reporting
General Ledger Reconciliation Reporting
Purchasing Management Reconciliation Reporting
Reporting
General Ledger Reports
Accounts Payable Reports
Accounts Receivable Reports
Sales Invoicing Reports
Fixed Assets Reports
Bank Reconciliation Reports
Import Tool Kit
Procurement Portal
Purchase Invoice Automation (PIA)
New User Interface
Release Notes 2024
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024
April 2024
March 2024
February 2024
January 2024
Release Notes - Previous years
December 2023
November 2023
October 2023
September 2023
August 2023
July 2023
June 2023
April 2023
February 2023
January 2023
November 2022
October 2022
September 2022
Collaborative Planning
Contents
June 2023
Updated
by Caroline Buckland
Multiple BACS file formats
Currently, the format of the BACS file is defined for the whole system, so only one BACS file format can be used.
In the June update BACS file formats can now be applied to each Bank Code, with the addition of the bank file will now be appended with the date and time, so multiple payment runs can be ran each day without any overwrite on the files produced. The new BACS file name will be of the form:
BACS.CC.PP.YYYYMMDD.HHMMSS Where: CC is the AP Company Code PP is the AP Bank Code that determines the source bank account of the organisation YYYYMMDD is the date of the creation of the file HHMMSS is the time of the creation of the file
For example, for the files:
BACS.04.S1.20230523.134447 BACS.04.S2.20230523.102346
These identify that for company 04 on 23rd May at 13:44:47, a BACS file for bank code S1 was created and at 10:23:46 for bank code B2 another bank file was created.
Please note that all BACS files will now have the new name format.

To implement multiple BACS file formats, raise a support case with Advanced.
Inventory Management – Default Store Code
If Inventory Management is in use, a default ordering store code can now be added to the item code, this will then default on to the order when creating documents from the procurement portal.
Note: this only applies to stock items and orders raised in the procurement portal