September, 2025

Cin7 Core Connector

We are excited to announce the release of the iplicit Cin7 Core connector which enables automated integration between systems, streamlining inventory and financial data management across platforms.

Cin7 Core is a leading mid-market cloud-based inventory and order management solution, ideal for growing businesses. It provides real-time inventory management with user-friendly interfaces, advanced analytics, and automated processes for greater efficiency.

This integration enables automated synchronisation of accounting data from Cin7 Core into iplicit including:

  • Suppliers
  • Customers
  • Products
  • Sales transactions (Invoices & Credit Notes)
  • Purchase transactions (Invoices & Credit Notes)

The integration facilitates seamless data transfer from Cin7 to iplicit, eliminating manual entry and enhancing accuracy across platforms. It accommodates both manual and scheduled synchronisation, ensuring that accounting data stays consistently up to date.

If you would like to find out more about this exciting integration and how to purchase this connector, please contact our Customer Services team.

IMP Planner integration

For our education customers, we are pleased to release our IMP Planner integration which delivers the seamless transfer of accounting data from iplicit into the IMP platform.

The integration synchronises accounting configuration from iplicit into IMP, including schools, departments, funds and chart of accounts. Actuals from the general ledger are transferred into IMP enabling accurate Budget vs Actual reporting and enabling accurate reforecasting.

IMP Planner is designed specifically for multi-academy trusts, delivering a single platform that brings together budgeting, forecasting, and financial reporting to ensure accurate, consistent management and budgeting data across the entire trust.

Please speak with our Customer Services team if you are interested in using this integration.

SBS Financial Planner integration

Additionally for our education customers we are pleased to release an integration with SBS Financial Planner. This integration synchronises actuals from the general ledger and commitments from purchase orders from iplicit to SBS Financial Planner, reducing manual effort and minimising errors. It streamlines financial planning processes and ensures more accurate, up-to-date data for budgeting and forecasting.

To find out more about this integration, speak with our Customer Services team or SBS.

Other Enhancements

Data Import & Exports

  • A new interface now allows notes to be imported across the system, such as bulk importing notes onto customer records.
  • Asset imports and exports now support fund and fund type fields, decimal datatype in custom data and empty/null values in the previous depreciation amount.

Improved logging for transactions created or updated via API

  • The log tab on documents now shows details when they are created or updated through the API.

Manual running of automations

  • When manually running an automation like accruals or prepayments, a background task is now queued, and progress appears in real-time at the bottom left of the screen.

Bulk amending of multiple items with mixed values

  • The bulk amend feature has been enhanced for better support and user feedback when amending records that contained mixed values for the same data field.

    • If a field has the same value across all items → the value is displayed.

    • If a field has no value across all items → the field is left blank.

    • If a field has mixed values → a placeholder “(multiple values)” is displayed.

Microsoft Entra Single Sign-On

  • A new SSO setting Prompt SSO Login has been added to Environment defaults that enables the selection of a Microsoft Entra account when logging in. This provides greater flexibility for users with more than one Azure Entra account.

Reversals

  • The period correction feature has been added to the Reversal document type for users with the appropriate user role permissions.

  • When reversing a document that has created linked prepayment or deferred income journals, those journals are now reversed in the same period in which they were originally posted - if that period is still open, or in the next open period. Previously, they were reversed in the source document’s reversal period.

  • Longer, more detailed reversal reasons can now be added, allowing for better audit documentation when processing reversals.

Customer statements

  • We have enhanced the statement process so that all statements for child customer accounts are now sent to the parent account's address, ensuring all correspondence is centralised for customers with multiple accounts.

  • Scheduled statement production and emailing no longer require a currency to be specified, making the process faster and more flexible.

VAT

  • HMRC VAT period changes now automatically sync through our MTD integration. For example, if your company changes its VAT periods with HMRC, those changes will automatically update in iplicit.

  • The detail tab on the VAT return screen is no longer automatically filtered to the primary legal entity of a VAT Group. This allows for a clearer, more comprehensive view of VAT return details across all legal entities within the VAT group.

  • Enhanced support for VAT Groups that have legal entities using multiple base currencies.

  • Redundant New & Amend buttons removed from tax authority screens.

Authorisation workflows

  • Custom fields on the Resource record can now be used as criteria to distribute tasks in authorisation workflows.

  • Direct authorisation workflow substitutes can now be deleted if the substitute user has no active or pending authorisation tasks.

  • Previously authorised budget forecasts will now be sent back through the appropriate authorisation workflow if they are uploaded again from Excel.

Support Items and Other Minor Fixes

  • Improved layout and presentation on the Timesheet products tab within the resource record.

  • Copying a manual journal with foreign currency lines no longer triggers an incorrect currency validation message.

  • Performance improvements in Budget module

    • Improved support for exporting large budget forecasts to Excel.

    • Improved support for displaying actuals in large budget forecasts.

    • Improved rendering and scrolling in large budget forecasts.

    • Resolved intermittent issue when saving a budget forecast.

  • Document matching (e.g. PO>PIN)

    • Issue resolved on “Complete” status being set in certain scenarios when using matching tolerance.

    • Improved warning of price variation when matching documents.

    • Prevention of matching merging to a single line when unit prices are different.

    • Copying of a document type now copies the document matching settings correctly.

    • Edge case issues resolved on the validation of matching tolerances.

  • Legal entities

    • Description field now mandatory on Legal Entity images in the front-end to prevent error message upon save.

    • Resolved issues when saving partially completed Legal Entity report text.

    • Legal entity addresses now display the country after the post code.

    • Minor issue resolved when clearing the value set in the Legal Entity email logo field.

  • Prepayment/deferred income

    • Resolution of several small issues with defaulting the prepayment/deferred tick box on document lines.

    • Amendments to prepayment and deferment schedules now support negative values on credit documents.

    • Foreign currency prepayment and deferred income journals now resolve the correct exchange rate.

    • Redundant New button removed from Prepayment finder screen.

  • Intercompany

    • Intercompany purchase credit notes now trigger the intercompany sale credit note automation (and vice versa) when created and allocated directly to a purchase invoice.

    • Intercompany sale receipts now default to the correct document type when created from the receipt button on an Intercompany Sales Invoice.

  • Year-end rollover

    • Previously deprecated carried forward (c/f) option removed from the year-end rollover screen.

    • Improved help text added to the year-end rollover screen.

  • Document deletion

    • Issues fixed that occurred when deleting APA registered documents and abandoned documents in specific scenarios.

  • Document types/ templates

    • Year-end rollover document type tooltip improved.

    • Document types are now defaulted correctly from the Bulk payment template when creating Bulk Payments.

    • Sales Quotes now use the Description required setting from the document type.

    • Improved messaging when deleting document types.

    • Submit restriction removed from Multico Sale and Multico Purchase document classes.

    • Tooltip text corrected on document type “Allow special periods” setting.

  • Bulk payments/ receipts

    • Bulk payment and receipts now correctly carry over bank and legal entity details to/from the bulk payment/receipt template.

    • Bulk Payments and Receipts now process correctly when allocations involve parent and child contact accounts.

  • Billing schedule

    • The trigger field in Billing Schedule and Sale Deposit automations is now editable, allowing changes from Manual to Automatic as needed.

    • Invoice descriptions generated by the Billing schedule automation are no-longer truncated, ensuring the full sale order descriptions are now carried over to the invoice.

    • Billing Schedule automations are now more robust, handling special characters in posting attributes without error.

    • EC Tax band is now available in sale quotes and sales orders.

  • Accounts Payable Automation

    • Improved event logging has been introduced to report better on any failures or issues in APA processing.

    • Enhanced parsing of European decimal character (i.e. comma).

  • General

    • The size limit for catalogs (drop-down list values) has been increased.

    • Improved special character handing (e.g. STX) to prevent errors in processes.

    • Improved performance of exchange rate screens with high volume of records.

    • Issue resolved when deleting multiple custom data field configuration.

    • Minor bug fixed when adding a Credit Control note to a customer with a grace period.

    • Bug fixed on Merge Supplier function when the supplier had no bank account.

    • Penny difference document types no longer trigger VAT postings when using Proforma deferred tax invoices.

    • Redundant button “Manual force feed refresh” removed from Yapily bank feeds.

    • Bank statement opening balance now recalculated if a prior bank statement has been updated.

    • Bank reconciliation match suggesting feature has been optimised for better performance.

    • Improved document line handing when products/SKUs are created directly from the line.

    • Improved UI when using the multi value pop-up selector.

Reports

  • Purchase Invoice & Credit Note Listing (VAT Analysis) now has totals per page and the ‘Period to’ parameter includes closed period.

  • Sales Invoice UK2, UK3 & UK4 now have the same format for Company number and VAT Registration Number as the Sales Invoice UK1 report in the footer.

Enquiries

  • The Transaction history tab on contact accounts now respects the ‘Include draft’ check box.

  • Balance sheet (draft) now includes draft Purchase invoices correctly when ‘Include draft’ is checked.

  • Prepayment Schedule and Deferred Schedule enquiries now include all prepayment/deferment data when not using standard monthly accounting periods.

  • Issue resolved with Aged creditors when changing the aging method between due date and invoice date.

  • Stock movement analysis is now ordered by stock date by default.

  • Project Costing and Billing has had GUID columns removed from the display layout.

Tax Authority Updates

  • Morocco: Support for full rate coverage.

  • Mexico: Support for full rate coverage.

  • Hong Kong: Support for zero rate tax.

  • Israel: Standard rate increased to 18% (effective 1st Jan 2025).

  • Romania: Standard rate increased to 21% (effective 1st August 2025).

  • Denmark:

    • Description updated to Denmark (GB).
    • Support for Exempt Sales & Purchase, ROW categories.

  • Guernsey: Support for not applicable rate.

  • Estonia:

    • Standard rate increased to 24% (effective 1st July 2025).
    • Reduced rate increased to 13% (effective 1st Jan 2025).
    • Support for EC sales and second reduced rate.

  • Sweden:

    • Support for EC Sales and second reduced rate.
    • Currency updated to SEK

Interfaces

  • Payment file interfaces:

    • Bank of Ireland (SEPA)
    • Natwest Bankline Bulk Payment (Standard domestic)
    • PTX BACS Bulk Payment
    • PTX Direct Debit Processing File
    • Coutts Bank Faster Payments
    • Barclays 3 Day Direct Debit Processing File

  • Bank statement interfaces:

    • Equals Bank Statement Import
    • Regions CSV Statement Import
    • Co-op Bank Statement CSV File (2025)
    • Citibank Bank Statement Import

API Enhancements

Please refer to the API changelog for a full list of changes.