i-Account User Guide Pages

i-Account User Guide Pages

Billing, Account Statement & Notice
How to Issue Direct Invoice	Link
How to Upload Water (or Electricity) Meter Reading and Generate Water (or Electricity) Bill	Link
Generate Account Statement Automatically with Recurring Statement Feature	Link
How to Generate Batch Invoice in i-Account	Link
Billing for Fire Insurance	Link
How to Check Bounce Invoices in i-Account	Link
How to generate Form 11 and 20 in i-Account	Link
Adding a New Charge for Billing Inside i-Account	Link
How to Generate Account Statement in i-Account and Upload it to i-Neighbour	Link
How to Transfer Invoices from Previous to New Owner	Link
How to Fix Wrongly Billed Water & Electricity Charges in i-Account	Link
Generate Invoices Automatically with Auto Batch Invoice Feature	Link

Customer/ Debtor
How to Allocate or Change Allocation for Customer Payment & Credit Note	Link
i-Account - How to Issue a Refund to Owner	Link
How to Check Transactions of Previous Owners in i-Account	Link
How to Edit Unit Owner Name in i-Account	Link
i-Account - How to Assign and Unassign Unit Owner to Customer Group	Link
Changing Unit Owner in i-Account	Link

Supplier/ Creditor
How to Enter Supplier Invoice	Link
How to Enter Supplier Invoice with Purchase Order	Link
How to Add a Supplier in i-Account	Link
How to Enter Supplier Payment in i-Account	Link

Banking and General Ledger
How to Create New GL Account	Link
How to Search for Transaction with Reference Number	Link
i-Account - How to Perform First Time Bank Reconciliation	Link
How to Close and Reopen GL Transactions in i-Account	Link
How to Enter Petty Cash Payments & Reimbursements in i-Account	Link
How to Cancel Payment Voucher for Expired Cheque in i-Account	Link
How to View Online Payment Receipts in i-Neighbour & i-Account	Link
How to Create Refundable Deduction for Refundable Deposit in i-Account	Link
i-Account - How to Record an Unidentified Receipt	Link
How to Cancel Wrongly Issued Receipt in i-Account	Link

Others
i-Account - How Owners Can View Receipts in the App	Link
i-Account & i-Neighbour Integration Guide	Link
How to Clear Cache and Cookies on i-Neighbour and i-Account	Link
How to Enable Pop-Ups for i-Account site	Link
i-Account - How to Add or Remove Admin	Link

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i-Account & i-Neighbour Integration Guide
Introduction i-Neighbour and i-Account are two separate applications, but the integration between these two systems enables certain debtor information such as billing and payment to be synchronised. After you generate residents' invoices, receipts ...
i-Account - How to Add or Remove Admin
Introduction i-Neighbour and i-Account are two separate systems that have been integrated to enable the synchronization of billing and payment data. As a result of the integration, access management for i-Account is also controlled through ...
How to Create New GL Account
A. Steps to Create New GL Account 1. Go to Accounting > Banking & General Ledger > Maintenance > GL Accounts. Note: Only users assigned to ‘System Administrator’ for their i-Account system role have access to this GL Accounts management page. ...
Changing Unit Owner in i-Account
Introduction Periodically, there will be instances of sale or sub sale of a unit in a property. When this happens and management is notified, the Admin has to change the unit owner information and add the new owner into the system. This step is to ...
How to Fix Wrongly Billed Water & Electricity Charges in i-Account
Introduction In i-Account, invoices for Water and Electricity are issued based on meter reading values that the user adds or imports into the system. At times, a wrong meter reading value could have been added for certain units, leading to an ...

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