Help Videos

How to use the Enquiry page

This video takes you through how to use the enquiry page.

It shows how account, ledger and document enquires work, along with how to use the filters.

How to enter an Expense

The video introduces you to the expense document, how to create a document, select an expense user and release the document for approval.

Purchase Process

How to enter a Purchase Invoice

The video explains how to create a purchase invoice, enter a supplier on the document header, then moving on to adding purchase invoice lines, a description, select VAT and Cost accounts before submitting the document for approval.

How to use the Purchase Order, Goods Receipt and Purchase Invoice Matching Documents

The video will explain how to create a purchase order, enter a supplier, add document lines, and release it for approval.

Next, it will cover the Goods Receipt document, which references the PO to include details.

The Goods Receipt will specify the items received and ready for invoicing.

Finally, you will create a purchase invoice using the PO and Goods Receipt to confirm the received items.

How to use the Payment Process

A payment process starts with an expense or purchase invoice and ends with matching transactions on the ledger, marking them as paid.

This video shows how to create a purchase invoice, navigate the payment process, review available filters on the payment page, and explains how to pay or pay and remit.

The final step is to send a Creditor Remittance. Aqilla simplifies this with the Pay and Remit option, which directs you to the Creditor Remittance page, allowing you to easily email paid suppliers.

Fixed Assets

How to get started with Fixed Asset

Fixed assets can be complicated, and tracking their depreciation over time in a spreadsheet can be challenging. This video demonstrates how to store Fixed Assets in Aqilla within a single register, providing all relevant asset information with just one click.

How to depreciate a fixed Asset

Fixed assets can be depreciated by starting from the Fixed Asset register page, or the Process > Fixed Assets. This video demonstrations how to select a fixed asset, create a depreciation run and

How to use Workflow Groups

Workflow Groups (WFG) governs all actions related to promoting a document from one state to another.

To enter a document, a user must have permissions assigned through workflow groups in the configurations.

WFG also controls a document's visibility to other users. Users who enter a document will make it visible to others in the group, provided they have view permissions.

This process outlines the approval stages. This video explains how to access WFGs in Aqilla and set up the necessary permissions to approve a released document.

How to change your password.

You can change your password directly from the Home screen in Aqilla.

This video demonstrates how.

How to set up automatic Currency Feed

Aqilla supports automatic imports of exchange rates for foreign currencies.

This feature incurs a small fee, but it allows automatic updates of exchange rates, simplifying multi-currency transactions.