Features

Document Storage

You can now attach images, PDF's, Microsoft Excel and Word documents to bills and payment transactions in IPA Books+. Document storage is only available for books with Invoice and Bill medium module.…

IPA Books+ Search

Search icon. A search icon is available on the top right section of the book banner. Hover over on the search icon to display the search. You can also use the F8 key on the keyboard to display the se…

Grossed-Up Transactions

Grossed up transactions applies to receipt, payment, invoice, bill, adjustment note and expense claim. Definition. A grossed-up transaction is a transaction that has a resultant NET value comprised o…

Classifications

Classifications are a way to tag your transactions for more meaningful reporting. The use cases are wide and varied, however common examples are classifying transactions by region, sales rep, or busi…

Column Filters

One of the best features in IPA Books+ is also one of its least known - column filters. In every list screen, you will notice a small funnel icon in each column header By clicking on this icon you ca…

Import Chart of Accounts

How to Import a Chart of Accounts into IPA Books+. 1. Select the Chart of Accounts option from the settings menu 2. Select the Import chart of accounts option 3. Select your chart of accounts file to…

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