The AP Transaction Sources records store information about data mapped between Aptify and an Accounts Payable (AP) system for a particular source within Aptify.

Attachments Tab

The Attachments tab lists any files relevant to the AP Transaction Sources record.

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The name of the transaction source.

Description (required)

A description of the transaction source.

Entity (required)

The entity in which the transactions are sourced from in Aptify. This field is linked to the Entities service.

Base View

The base view to use that is associated with the entity specified in the Entity field. If a value is not specified, the default base for for the entity will be used.

Status (required)

Specifies if the transaction source is active. The possible values are Active and Inactive.

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The Mapping tab stores information about the fields associated with the Aptify entity specified on the General tab. An administrator enters the name of the field in the Aptify system that maps to the field in your organization's Accounts Payable system. See Integrating with an Accounts Payable System for more information on Aptify's AP integration functionalityfunctionality