Introducing I-Nav Beta: Your In-App Guide toImpexium

We’re thrilled to introduce I-Nav Beta. This powerful tool provides real-time, in-app guidance to help you navigate Impexium with ease. With intuitive pop-ups, step-by-step directions, and smart tips, I-Nav puts the information you need right at your fingertips, making even complex tasks effortless.

Imagine you or a new team member needs to create a fiscal year or cancel an invoice for the first time—or the first time in a while. With I-Nav’s guided workflows, you’ll be walked through every step of the process, ensuring accuracy and efficiency. You’ll also find helpful links to e-Learning and online help when applicable. If a field is completed incorrectly, I-Nav provides clear error messages so you can adjust right away.

What Can I-Nav Help You With?

We designed I-Nav to address the areas where users often have the most questions, including:

  • Navigating to Accounting Setup
  • Creating Fiscal Years
  • Recognizing Deferred Revenue
  • Canceling an Invoice
  • Using the Query Builder to build queries
  • Finding and editing Custom Forms
  • Adding and managing Custom Fields
  • Performing Membership Mass Renewals

Get Started with I-Nav Today

I-Nav is ready to use on all client sites! You’ll find it conveniently located in a menu at the bottom-right corner of your screen. While in Beta, we’re eager to hear your feedback—use the menu’s feedback form to share suggestions for new workflows or improvements. You’ll also see a survey pop up (once per day) after completing a flow—your input is invaluable in helping us refine the tool.

Missed the Lunch & Learn? Watch the Recording!

We recently hosted a Lunch & Learn session to showcase I-Nav’s features in action. If you couldn’t attend or want a refresher, you can watch the recording here.

Start exploring I-Nav today and experience how it can simplify your Impexium workflows!