Intact iQ Feature List

8/3/2019 Intact iQ Feature List

1/10

Intact iQ Feature List


2/10

Multi Company

Multi Branch

Branch/Location/Stock Bin hierarchy

Customer home branch allocation

Branch document numbering

Branch based printed form control

Branch based cost centre and GL integration

Inter branch stock transfer management

Despatch vs Accounting branch separation

Access and transaction visibility control by branch

Selected users with multi branch mobility

Roles and Users

Structure organisational policy by user and role

Comprehensive system access control by user/role

Custom views, lists and menus by user/role

Multi Currency

Auditing

Detailed auditing of all user activity

View audit trails by item, by user or for the whole

organisation

View before and after details for each event

Interactive Authorisation

User definable business rules to trigger authorisation

View transaction screenshots

Interactive authorisation, rejection and completion

Item suspension and recall

Suspend and later recall any item being created

Form Designer

Powerful multi-level banded form designer

Customise any printed forms

Customise automated email signatures and

attachments

INTACT iQ - Outline Active Feature List (August 2011)

(NB - This list does not include features considered part of the iQ Agility toolkit)

Security Policy Editor

Control every aspect of the system by User/Role rightdown to read/write on individual properties

Control access to commands and modules

Global control of key functions like delete, edit etc.

Load, save and copy policies for easy deployment

Workflow

Map business processes and inform users, customers,

suppliers etc.. when any defined trigger condition is met

Create users tasks, send emails, send SMS messagesbased on triggers

User dashboard integration for tracking key events

Application Tasks and Scheduling

Create tasks like Print Invoice, Post Journal or Email

Report and then schedule them for automated execution

Data Migration and Export

Comprehensive data import mechanism supporting

master detail csv and excel data sources.

Import historical transactions effortlessly including paid/

part paid invoices.

Perform recurring imports e.g. system integration

Export data either for update and reimport or for

scheduled system integration

Workstation Management

Control printer access by workstation

Assign specific printer forms to workstation

Track user login/logout by workstation

Customisable Document Sequence Numbering

Support complex number sequences e.g. SO-1-1234/A

Support shared sequences e.g. Delivery Note and

Invoice sharing the same set

Optional numbering by branch

Special Date Control

Manage bank holidays and weekends fordue date/shipment calculation

Core Application


3/10

Custom Menus

Define custom menus per user/role

Show filtered lists of items (e.g. Orders for only one

rep in one branch)

Allow creation of transactions

Run external applications

Execute reports

Infinite nesting for complex menu structures

Interactive preview (see the menu as you build it)

Printer Form Sets

Group printed forms by delivery mechanism (e.g. All

email forms) for simpler management and assignment

Output Rules

Conditionally choose where a transaction is output

when it is saved

Send to specific printer, send to specific email ad-

dress, output to file, send to FTP

Send to email address associated with the transaction

EDI File Output Schema Designer

Design complex multi-level XML or CSV documents for

any object in the system for EDI

Barcode management

Control automated barcode generation, including

checksums, padding, stripping and length.

Accounting Period Control

Transactions managed by date for credit control and

period for accounting.

Local period control by user

Automatic rolling forward of ledger periods

Manual period locking

Customisable period ranges (13 period years)

Separate period management for Sales, Purchase, G/

L, Bank and Cash and Stock

Custom Aging

Define debtor and creditor aging calculations

By day, month, week

Control number of increments (e.g. 6 X month or 12 Xweek)

Specify aging method by customer/supplier

Email Integration

SMTP, Mapi and Outlook (IMAP) handling for mail

delivery

Configure separate accounts for statement runs, invoiceruns, individual users etc.

Support for background service based mail delivery

SMS Integration

Support for Clickatell and iWord.

Integrates with workflow and SMS delivery is back-

ground service based

Mapping Integration

Built in Google maps access for all addresses

Directions from company base to any address

Free text searching for accounts and products

Choose which properties should be scanned for any

given item

Highly configurable Instant Access Menu

Decide what each user sees on their F12 instant access

menu

Filter lists

Run external applications

Notes, Document Links and Relationships

Record textual notes against any item

Link external documents to any item

View relevant related items connected to any item

Core Application (continued)


4/10

Configurable Interactive Dashboards

Support for report results

Multiple dimensions, multiple measures

Support for 40 chart types

Special support for date ranges, months, years, weeks

and days

Support for comparatives

Drill down to original transaction details

Integrated Analysis

Pivot table smart parts for accounts e.g. Customer,

Supplier, Product , General Ledger etc..

Data Drill smart parts

Integrated charting

Define queries and create pivot tables and data drills

Create custom smart parts based on reports and per-

manently associate them with relevant items

Reporting

Wizard based report query generation

Highly sophisticated multi-level banded report writer

- Support for scripting for complex reports

- Detailed formatting capabilities

- Export to a variety of common formats

- Style-sheet management for professional

company-wide presentation

- WYSIWYG design and preview

- HTML support

Scheduled delivery

- Background service based email and printing

of reports

- Comprehensive scheduling control e.g. Daily,

weekly, monthly

Business Intelligence Features


5/10

Customer Account Management

3 tier group accounts (delivery to, invoice to and

payment from)

Configurable credit status levels

Favourite products

Excluded products (products the customer cannot buy)

Multiple sites per customer

Selection messages by transaction type

Multiple delivery contacts

Customer specific product information, codes and

descriptions

Multiple fax numbers and email addresses per

transaction type

Comprehensive interactive customer account analysis

- Ledger history both open and historical

- Order, Quotation, Delivery Note, Invoice and

Credit note analysis using pivot tables and

data drills

Cash customer directory

Record cash customer information per transaction for

any cash based account

Pricing

Category Discounts

Product Discounts and Fixed Prices

Group Discounts

Supplier Discounts

Configurable condition discounts

Infinite price bands per product and price rule

Quantity breaks

Date range scoping

Supplier price support contracts

Gross pricing supported at the core

Delivery/Collection method specific rules

Batch date range updating

Rules requiring validation

Rules can be based on list, trade, selling, landed or

average

Factor on calculation can be monetary or percentage,

margin or mark-up based

Product price list discounts (group selected products

together and discount them across multiple price lists)

Features common to all sales document processes

Related items

Special offers

Alternate items

Price haggling

Populate transaction from a customers order history

Populate transaction from a customers favourite

products

Populate transaction from the products a custom has

specific codes, descriptions for

Special product support (supplier code, description etc..)

Kit editing

Delivery charging by Agent and Service (e.g. Interlink

1-day, FedEx 3 day)

Quotations

Support for workflow based control

Optional items

Convert to Invoice

Convert to Order

Order Processing

Support for workflow based control

Require complete order shipment

Direct orders

Memo orders

Forward orders

Consignment orders

Control of order stock level update by workflow status

Configurable order types

Sale or Return orders

Stock allocation

Pricing control and confirmation

Write off (recording user and reason)

Stock checking

Sales


6/10

Back to back orders

Generate purchase orders from sales orders

Trigger order status change on purchase order receipt

Deposit Control

Take multiple deposits per order

Generate invoice per deposit to manage tax

requirements

View deposit history by order and customer

Handle deposit refunds

Invoice Run

Bundling of multiple deliveries to a single invoice

Grouping of customers for segregated runs

Deferred billing

Direct Invoicing

Create invoices directly

Auto create back orders for unfulfilled invoices

Returns and Credit Requests

Generate and track credit requests from deliveries,

invoices, orders

Complete RMA system including Authorisations andConfirmations

Credit note run to block create credit notes from

requests

Trade counter

Choose transaction types available by user

Change transaction type during entry

Customer backdrop personalisation

Customer specific branding

Comprehensive Cash Drawer control

Track cash drawer contents including security totals

(Cash/cheques)

Date based reconciliation with support for floats,

discrepancies and withdrawals

Share cash drawers across pcs and users

Configurable receipt types (permit refunds, cash back

and change by type)

Journals

Easy Opening Balance entry

Receipts

Direct Customer Lodgements

Statement Run

Run for single or groups of accounts

Balance forward and open item support

Delivery by email, fax, file

Sales (Continued)


7/10

Supplier Account Management

Requisitions

Workflow based control

Bulk ordering (quick selection of products to request)

Bulk ordering by supplier

Order based on historical supplier activity

Kits

Alternate items

Related items

Generate order

Orders


Bulk ordering

Bulk ordering by supplier

Order based on historical supplier activity

Kits

Alternate items

Related items

Invoice & Credit Note register

Record invoices and credit notes for approval with-

out affecting ledgers

Optionally match to purchase delivery notes in 2

stages (pricing and quantities)

Create from deliveries or directly


Generate accruals for unbilled register entries

Payment Run

Group suppliers for segregated runs

Preview payment runs and adjust before posting

Remittance generation

Support for settlement discount calculations (net/

gross)

EFT

Generate EFT batches from payment runs

Purchasing


8/10

Bank Account Management

Record Bank account information including contacts

View transaction history by bank account (independent

of G/L)

Bank Journals

Bank Reconciliation

Lodgements

Collate receipt types into lodgement groupings

Record lodgement contents and withdrawals

Direct Customer and Supplier Lodgements

Non account payments, receipts and lodgements

Management account designer

Supports multi column layouts

Comparatives

Relative Periods

Support for Balance Sheet, Profit & Loss, Trial Balanceand free format layouts

Cost centre and departmental analysis

General Journals

Accruals

Prepayments

Depreciation via Straight Line or Reducing Balance

Asset Disposal

Create an Asset from a Purchase Invoice

Manual or calculated depreciation journals

Bank and Cash

General Ledger

Fixed Asset Register


9/10

Product Management

Standard, Open, Service, Kit, Special and Comment

Product types

Product Images

Stocked, Non-Stocked, Superseded, Discontinued and

End-Of-Life products

Multiple Barcodes per Product (optionally related to

units of measure)

Infinite stocking, selling and purchasing units of

measure

- Support for packs and splits

- Pricing adjustments for packs and splits

Configure features by branch

- Stock Bin

- Replenishment Method (Order/Inter-branch

Transfer)

- Min, Max and Reorder Levels

Multiple Suppliers and codes and descriptions

Last, Average, Standard, Landed, FIFO costing

Calculated inflated Selling Costs (by percentage or

amount)

Selection messages by transaction type

Bill of Materials configuration

Kit configuration

Measurements (dimensions, weights etc..)

COSSH document links

5 levels of configurable trade discounts (rolling/

percentage/amount)

Infinite selling prices per products

Minimum selling margin and mark-up

Alternate items

Related items

Costing method override per product

Delegate pricing to another product

3 Tier (Branch/Location/Stock Bin) stock tracking

Control permissions to stock/sell by branch

Allow sale of discontinued or superseded products with

stock levels

Configurable selling stock level Physical, Unallocated,

Available, Free, Effective

Stock bin transfers

Inter Branch Stock Transfers

Request, delivery, receipt cycle

Write offs and discrepancies


Bulk ordering

Stock taking

Full/Partial Stock Takes

Run multiple simultaneous stock takes

Filter by any user definable condition

Up to 3 counts supported per stock take

Count by count comparison and accuracy reporting

Workflow based control Counting, Verifying, Closed

Import actual values from Excel/CSV

Configurable stock sheet sequences and sheet size

(products/sheet)

Product Pricing

Create arbitrary product price lists (e.g. special offers)

Create customer discount structures based on them

Stock Control


10/10

Lead, Prospect and Customer account classifications

Multiple contacts per lead, prospect or customer

Contact type classification for marketing

Track phone calls, emails, letters, sms messages, tasks

per contact

Track opportunities for both prospects and customers

Assign conversion probabilities


Manage a single/independent pipeline for prospects

and customers

Create prospect quotations

Marketing Lists

Create contact lists from leads, prospects or

customers

Generate lists based on criteria

Create contact list based on sales/CRM analysis

reports

Include contacts on a report or exclude contacts on

report (e.g. all contacts who have not bought a specific

product)

Marketing campaigns

Create campaigns based on marketing lists

SMS, Email and Form Letter activities

Multiple activities per campaign

Track follow up and budget/returns on campaign

Convert Lead->Prospect->Customer retaining all history

Powerful mailshot and form letter editor

Customer Relationship Manager

Documents

Intact iQ Feature List