Skip to main content

User Guides

Help Articles

96 articles

Everything you need to know about customers

All information you need on customers

The Customer Records screenAn overview of the Customer Records screen, covering how to navigate, search, filter, and access customer data and related transactions
Create a customer recordA step-by-step guide to creating a new customer record, including an overview of the Details, Terms, Settings, and Custom tabs
Populate the Details tab for a customer recordA guide to completing the Details tab when creating or editing a customer record, covering the Summary, Preferred Contact Details, and Sort Keys sections.
Populate the Terms tab for a customer recordA guide to completing the Terms tab on a customer record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.
Populate the Settings tab for a customer recordA guide to completing the Settings tab on a customer record, covering transaction defaults, VAT types, bank details, direct debits, and additional configuration options such as, Head Office, and email…
Populate the Custom tab for a customer recordA guide to populating the Custom tab on a customer record, covering the four custom field groups and how to add or update custom fields for new and existing customers.
Create an any currency customerA guide to setting up an any currency customer, covering the steps for Home, EU, and Non-EU VAT types.
Create a currency customerA guide to creating a currency customer in Dimensions Cloud, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency customers.
Customer Turnover Analysis explainedAn overview of the Turnover Analysis tab on a customer record, explaining how period values are calculated and how to filter the Sales Transactions enquiry to match the turnover figures.
Search for a customer recordA guide to the different ways to search for customer records, covering column filters, the quick search field, and the Advanced Filter panel.
Edit a customer recordA guide to editing an existing customer record by accessing it via the Code or Name hyperlink and updating the relevant fields.
Delete an existing customer recordA guide to deleting one or more unused customer records, including the restriction that prevents deletion if the customer has been used in a transaction.
Set a customer to be inactiveA guide to setting a customer record as inactive, including the conditions that must be met before a customer can be deactivated.
Add a new credit control note for an existing customerA guide to adding credit control notes to an existing customer record via the Credit Control Notes tab.
Set a customer to be head officeA guide to setting up a head office account, enabling a group of customers to place orders independently whilst being invoiced through a single head office customer record.
Set up a head office and sub office relationshipA guide to linking a sub office customer to a head office account to establish a trading group relationship.
Add multiple addresses for a customerA guide to managing customer addresses, covering how to add new addresses and set invoice, statement, delivery, and default delivery address types.
Customise the displayed columns for the Customer Record ListA guide to customising the columns on the Customer Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
View, upload, download, preview, and delete documents for customers in DebtorsA guide to managing documents against customer records, covering how to upload, view, preview, download, and delete documents from the Documents tab.
Create, edit, and delete tasks and notes for customersA guide to creating, editing, and deleting tasks and notes against customer records using the Action Panel.
Configure sort keys on the Details tab of a customer recordA guide to creating and managing sort keys on customer records, enabling more flexible searching and reporting.
Set up a customer and supplier relationshipA guide to setting up a contra relationship between a customer and supplier record, allowing outstanding balances to be offset against each other.
Access the Sales Transactions Enquiry directly from a customer

Everything you need to know about Creditors Suppliers

All information you need on suppliers

The Supplier Records screenAn overview of the Supplier Records screen, covering how to navigate, search, filter, and access supplier data and related purchase transactions.
Create a supplier recordA step-by-step guide to creating a new supplier record, including an overview of the Details, Terms, Settings, and Custom tabs.
Populate the Details tab for a supplier recordA guide to completing the Details tab when creating or editing a supplier record, covering the Summary, Preferred Contact Details, and Sort Keys sections.
Populate the Terms tab for a supplier recordA guide to completing the Terms tab on a supplier record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.
Populate the Settings tab for a supplier recordA guide to completing the Settings tab on a supplier record, covering transaction defaults, VAT types, bank details, and additional configuration options such as EDI, email templates, and contra settings.
Populate the Custom tab for a supplier recordA guide to capturing additional information on a supplier record using the four custom field groups available on the Custom tab.
Create an any currency supplierA guide to setting up an any currency supplier, enabling transactions to be processed in any currency held within your database.
Create a currency supplierA guide to creating a currency supplier, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency suppliers.
Supplier Turnover Analysis explainedAn overview of the Turnover Analysis tab on a supplier record, explaining how period values are calculated and how to filter the Purchase Transactions enquiry to match the turnover figures.
Search for a supplier recordA guide to the different ways to search for supplier records, covering column filters, the quick search field, and the Advanced Filter panel.
Edit a supplier recordA guide to editing an existing supplier record by accessing it via the Code or Name hyperlink and updating the relevant fields.
Delete supplier recordsA guide to deleting one or more unused supplier records, including the restriction that prevents deletion if the supplier has been used in a transaction.
Add multiple addresses for a supplierA guide to managing supplier addresses, covering how to add new addresses and set order, remittance, statement, delivery, and default delivery address types.
Customise the displayed columns for the Supplier Record ListA guide to customising the columns on the Supplier Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
View, upload, download, preview, and delete documents for suppliers in CreditorsA guide to managing documents against supplier records, covering how to upload, view, preview, download, and delete documents from the Documents tab.
Create, edit and delete tasks and notes for suppliersA guide to creating, editing, and deleting tasks and notes against supplier records using the Action Pa
Configure sort keys on the Details tab of a supplier recordA guide to creating and managing sort keys on supplier records, enabling more flexible searching and reporting.
Set up a supplier and customer relationshipA guide to setting up a contra relationship between a supplier and customer record, allowing outstanding balances to be offset against each other.

Everything you need to know about Nominal Accounts

All information you need on your nominal accounts

The Nominal Accounts screenAn overview of the Nominal Accounts screen in the Financials module, covering how to navigate, search, filter, and access nominal account records and related actions.
Create a nominal accountA step-by-step guide to creating a new nominal account, including an overview of the Details, Settings, and Custom tabs.
Populate the Details Tab for a nominal account recordA guide to completing the Details tab when creating or editing a nominal account record, covering the Summary and Category sections.
Populate the Settings tab for a nominal account recordA guide to completing the Settings tab for a nominal account record, covering reporting codes, P&L year end codes, inactive status, and budget settings.
Populate the Custom tab for a nominal account recordA guide to capturing additional information on a nominal account record using the four custom field groups available on the Custom tab.
Search for a nominal accountA guide to the different ways to search for nominal account records, covering column filters, the quick search field, and the Advanced Filter panel.
Edit a nominal accountA guide to editing an existing nominal account by accessing it via the Nominal Code or Account Name hyperlink and updating the relevant fields.
Delete nominal accountsA guide to deleting nominal accounts, including the conditions and restrictions that must be met before a nominal account can be removed.
Set a nominal account to be inactiveA guide to setting a nominal account as inactive, including the conditions that must be met before an account can be deactivated.
Major Headings explainedAn overview of major headings in the Financials module, explaining how they classify nominal accounts as either Profit and Loss or Balance Sheet types and their role in financial reporting.

Everything you need to know about the Financials Enquiries

All Nominal Ledger Enquiries

The Nominal Transactions Enquiry screenAn overview of the Nominal Transactions Enquiry screen, covering how to navigate, search, filter, and access transaction details across all ledgers.
The Profit and Loss Summary Enquiry screenAn overview of the Profit and Loss Summary Enquiry screen, explaining how revenues and expenses are displayed by major heading and how key financial metrics such as gross profit, net…
The Profit and Loss Summary All Periods Enquiry screenAn overview of the Profit and Loss Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.
The Profit and Loss Summary Comparison Enquiry screenAn overview of the Profit and Loss Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year turnover figures grouped by major heading.
The Balance Sheet Enquiry screenAn overview of the Balance Sheet Enquiry screen, explaining how assets and liabilities are displayed by major heading and how key financial positions such as net assets and capital employed…
The Trial Balance Summary Enquiry screenAn overview of the Trial Balance Summary Enquiry screen, explaining how debit and credit balances are displayed across all major headings to help identify accounting errors.
The Not For Profit Summary Enquiry screenAn overview of the Not For Profit Summary Enquiry screen, explaining how income and expenditure are displayed by major heading and how key metrics such as net movement in funds…
The Not For Profit Summary All Periods Enquiry screenAn overview of the Not For Profit Summary All Periods Enquiry screen, explaining how to view and compare actual, budgeted, and forecasted performance across all periods within a financial year.
The Not For Profit Summary Comparison Enquiry screenAn overview of the Not For Profit Summary Comparison Enquiry screen, explaining how to compare actual, forecast, budget, and prior year figures grouped by major heading.
View, upload, download, preview and delete documents for a nominal transactionA guide to managing documents against supplier records, covering how to upload, view, preview, download, and delete documents from the Documents tab.

Everything you need to know about Access Evo and Copilot

How to use Evo and Copilot

Overview of Access EvoAn overview of Access Evo, explaining its key benefits as an AI-enhanced evolution of Access Workspace and how its three-tier security model keeps your data safe and secure.
Overview of CopilotAn overview of Copilot, an AI assistant within Access Evo that helps you complete tasks, conduct research, and interact naturally using advanced language processing, including an explanation of Evo Skills.
How to access and start a Copilot conversationA guide to accessing Copilot on the Evo platform, selecting an Evo Skill, and starting a conversation using suggested or custom queries.
Copilot key featuresAn overview of Copilot's key features, covering topic history, full screen mode, chart generation, and how to switch between Evo Skills mid-conversation.
Select a Database in Copilot SkillsA guide to the Database Selector feature in the Access Dimensions Cloud Copilot Skill, explaining how to switch between databases during a conversation for more accurate and flexible querying.
Questions you can ask Copilot about the Debtors moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse customer records and sales transactions from the Debtors module.
Questions you can ask Copilot about the Creditors moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.
Questions you can ask Copilot about the Financials moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.
Questions you can ask Copilot about the Selling and Purchasing EnquiriesA reference guide to the natural language queries you can use with Copilot to retrieve and analyse outstanding sales orders and purchase orders from Access Dimensions Cloud.
Download and use Access Evo Mobile on your phoneA guide to downloading and using the Access Evo mobile app, covering how to log in, select an organisation, and access Copilot features on iOS and Android devices.
Manage permissions for Access Evo and FeedA guide for administrators on how to enable or disable Copilot and Feed features for individual users within the Access Evo platform.