Frequently Asked Questions
These are the most recurring questions from our user base. We sincerely hope you will find your answer on this page.
General
- In what languages are the iController guide and FAQ-section available?
- Why is the date 1/1/1753 visualized in iController?
- Which browser is recommended for using iController?
- How can I contact the iController support team?
- Zoom video call and screen sharing: tips
- What to do when the pages load slow?
Getting Started
- Where are my settings?
- Which plans does iController offer?
- Can iController integrate with my software?
- How do I request to add a new entity to my iController platform?
- How do I add / remove a representative?
- How do I link a user to a portfolio?
Users and Account Settings
- How do I create a personalized constituent or company signature?
- How come I can't change the settings for another user?
- Why is the data of one of the companies in iController not visible?
- Why is there an extra constituent visible on my dashboard and company details settings?
- I get an HTTP ERROR 500 error message when trying to log in on my platform. What should I do?
- How can I add a new user?
Templates
- What is the primary contact?
- How do I change the date format in a template?
- Can I visualize a clear distinction between the due and not due invoices on the template?
- Why do I get an error when uploading a background?
- How to change the position of the address visualized on the PDF?
- Why can't I send an automatic reminder to a debtor?
Export/import
- Can I configure the set of data that is overwritten by the import?
- Is there a quantity limit to the custom fields that can be imported in iController?
- Can I continue working in iController during the import?
- Is it possible to change the export/import times?
- There is an error message at the top of my screen: ‘Critical issue’. What should I do?
- There are debited invoices in our accounting program that are not in the archive of iController
Reporting
- Why is my reporting template not found when configuring a task in dynamic reports?
- What is the difference between "average payment term" and "mean payment term"?
- Why can't I see a dynamic report created by my colleague?
- The reporting module data differs from the data in iController
- How is the aging balance on the dashboard and in reports calculated?
- How can I create and view 'My dashboard'?
Procedures
- Why do I get an error message when I try to create a payment plan?
- Which intervals are available for automated proceduresteps?
- Why isn't the days in procedure (D.I.P./DIP) adjusted when a past due invoice is loaded into iController?
- Why can't I create an automated procedure step for postal mail/PDF?
- Why does iController suggests an action (e.g. reminder) when all documents are in promise?
- How come there are no upcoming actions visible on my debtorsheet?
Notes
Worksheet
- Where can I download the generated PDF-reminder?
- Who can I assign a task to?
- Why has the automatically scheduled procedure step not been processed?
- Is it possible to see the personal workspaces of other iController users?
- Why are my options limited when rescheduling a call to a customer?
- Why is my change in the days in procedure (D.I.P./DIP) not visible in my worksheet?
Clients
- What email address is being used for sending out email reminders?
- Why is there an 'Export client' button visible?
- Why is there a 'Delete customer' button visible?
- Is it possible to configure the structure of the debtor/client sheet?
- How can I change the promised date?
- How come the dispute mail has been sent but the document is not in dispute?
Messages
- Is there a spell check(er) available in iController?
- Is it possible to restore messages from the SPAM-folder?
- How can iController link the responding mails automatically to the correct debtor?
- Is it possible to block email addresses in iController to avoid spam?
- Why is the attached PDF of a received email marked as SPAM?
- Why aren't notifications of undelivered messages visualised in iController?
iBiller/copy invoices
- Can I send the copy invoice to more than one recipient?
- What is an iBiller inbox user?
- How do I visualize document number when sending an email with iBiller?
- How come the document number is not correctly visualized when sending an email with iBiller?
- To whom will a new invoice be sent, from iBiller?
- What is the difference between orange and grey results when searching in iBiller?