Search Results for

    Show / Hide Table of Contents

    Pulse Option

    On the top right-hand corner of the screen is a Pulse option.

    Selecting this option will open the AI Pulse panel.

    • Credit Control
    • Purchasing
    • Insights

    • The Credit Control system will track Customers that are over or nearing their credit limit and will track Invoices that are overdue.

    • See further details here.

    • The Purchasing option automatically detects for purchase invoices for the following -

      • Duplicate invoices.

      • Invoices from new suppliers.

      • Invoices entered outside normal business hours.

      • Unusually high Supplier invoices.

    • See further details here.

    • Select Insights -

      • Executive Finance

      • See further details for AI Insights here.


    Updated October 2026

    In this article
    Back to top Generated by DocFX