In this article, we take you through step by step on what the Financials feeds are and what they mean.
There are several feed items that are automatically generated for your Access Financials.
Supplier Bank Details Changed
A feed item is generated whenever a supplier’s bank details are updated. This ensures that you are promptly informed of any changes to supplier payment information, helping you maintain financial accuracy and security.
This feed item is generated in real-time when a supplier bank details are modified and all users who have Edit Supplier and Bank Details permissions enabled for suppliers are notified.
The information displays key details such as:
The Supplier Code and Name.
The user who made the changes and the database where the changes were made.
The updated bank details, such as Account Name, Sort Code etc.
You can click on the hyperlink or underlined text labelled View more in Financials which takes you directly to the supplier record opening on the Settings tab where you can view the bank details. Alternatively you can use the Ask Copilot button on the Feed to request more information about the supplier.
Sales invoice put on dispute
A feed item is generated whenever a sales invoice is placed on dispute by another user and not the Credit Controller of the sales invoice or customer. This enhances visibility for you, ensuring you are promptly notified of important financial actions.
The above feed item is created when a sales invoice is marked as disputed by a user who is not the Credit Controller for that sales invoice or customer and sent to the credit controller assigned at the sales invoice level if specified, and if not, then it is sent to the credit controller of the customer.
The information displays key details such as:
The Invoice Number and Customer Code and Name.
The user who set the invoice on dispute.
The database where the changes were made.
You can click on the hyperlink or underlined text labelled View more in Financials to access full details about the sales invoice on the Sales Ledger Enquiry screen. Alternatively you can use the Ask Copilot button on the Feed to request more information about the invoice.
Overdue allocated sales invoice
A feed item is generated whenever an overdue sales invoice that is more than 30 days past due is fully allocated. This enhances your financial visibility and helps you track important invoice updates efficiently.
The above feed item is created when an overdue sales invoice is fully allocated by a user who is not the Credit Controller for that sales invoice or customer and is sent to the credit controller assigned at the sales invoice level if specified, and if not, then it is sent to the credit controller of the customer.
The information displays key details such as:
The Invoice Number, Customer Code and Name.
The Due Date of the invoice.
The user who performed the allocation and the database where the action was completed.
You can click on the hyperlink or underlined text labelled View more in Financials to access full details about the sales invoice on the Sales Transaction Enquiry screen. Alternatively you can use the Ask Copilot button on the Feed to request more information about the invoice.
Journal Posted to Control Account
A feed item is generated whenever a journal entry is posted to a control account. This ensures better visibility and tracking for you of key financial postings within the system.
The above feed item is created when a journal is successfully posted to a control account and all users receive the feed who have the permission to Financials Period Ends.
The information displays key details such as:
The Journal Reference.
The user who posted the journal.
The database where the journal was posted.
You can click on the hyperlink or underlined text labelled View more in Financials to access full details about the journal on the Nominal Transaction Enquiry screen. Alternatively you can use the Ask Copilot button on the Feed to retrieve specific journal line posted to control accounts.