Knowledge base

Getting Started (3)

General FAQs, and API basics to help you get up and running.

General information (4)

• Experiencing difficulties when trying to log into iplicit?
• SSO for iplicit Login
• How often does iplicit perform data backups?

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API FAQs (5)

• What are the available iplicit APIs?
• How do I create an API key?
• Where can I find the API information?

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Communication/Emails in iplicit (1)

• Why are my emails failing to send?

Known issues & Troubleshooting (1)

Common issues, workarounds, and solutions to help you resolve problems quickly in iplicit.

Bank Statement Import (2)

• How to create a custom bank statement import
• Import common errors

Access permissions & user roles (2)

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

User management (1)

• How do I remove/delete a user?

User access (4)

• How does Data Entry Control work?
• How does Data Access Control work?
• Why can't I access certain items?

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Budgets (1)

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

Budget FAQs (2)

• How do I create/renew budgets for new financial year?
• How to Correct Budget Period Issues When Copying and Creating Forecasts?

Purchase (3)

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

Purchase orders (1)

• How do I write off a purchase order?

Credit Notes (1)

• Can I allocate a Purchase Credit Note to a Purchase Order?

Invoices (2)

• Can I delete the text from the ‘Their ref’ box after posting a sale invoice?
• How to change the posting attribute on a document?

Sale (2)

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

Sales Orders (1)

• How do I write off a sales order?

Automations (1)

• How to set up deferred income

General Ledger (1)

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

GL FAQs (1)

• What is the purpose of the opening and closing balances on GL Reconciliation?

Year End (3)

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

Year End Rollover (2)

• Why do my financial statements show last year, after I completed the Year-End Rollover?
• Why hasn’t the year-end rollover journal posted after completing the year-end rollover?

FX (2)

• Why FX Realised not showing on my document?
• FX Revaluations – Error Messages

VAT (1)

• Why am I seeing a "No MTD periods" message when trying to submit my VAT return?

Workflows (1)

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

Workflows FAQs (6)

• How can I assign someone to approve my documents while I'm on holiday/leave?
• Can I print/view a flow of approvals if required by the auditors?
• Should I set up my workflow at the line or header level?

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Assets (1)

Help on managing and tracking your assets in iplicit.

Fixed Assets FAQs (4)

• How do I enable Fixed Assets in the system?
• What are Asset Groups, and how should they be structured?
• How do Asset Capitalisation Rules work?

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Bank (3)

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

Bank Reconciliation (13)

• Why can’t I create a bank rec for my new bank account?
• Why can’t I create another bank rec for an existing bank account?
• Why are my bank reconciliation dates wrong or appearing incorrectly?

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Bank Feeds (2)

• Why has my bank feed stopped pulling through transactions?
• Why are transactions appearing on bank feed, but nothing is present within the bank statement?

Bank Charges (1)

• How do I set up charges?