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The Accounting User subscribes to the following services by default in the Accounting application. Note that a user can add or remove services as necessary using the Application Services dialog. (See the Aptify 5.5 User Guide for .pdf for details.)
Accounting Services
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The Accounting User subscribes to the following services by default in the Order Entry application. Note that a user can add or remove services as necessary using the Application Services dialog. (See the Aptify 5.5 User Guide for details. add x-reference.pdf for details.)
- Orders
- Payments
- Products
The dashboard for the Order Entry application includes the following elements from top to bottom:
- Orders Accounting Button Bar: This button bar provides access to accounting-related wizards and reports. (RJS NOTE: NEED LINKS TO THESE PAGES AND GUIDES, NEED TO BE IMPORTED FIRST)
- Invoice Consolidation: This button runs the Invoice Consolidation wizard. See the using the invoice consolidation "Using the Invoice Consolidation Wizard" section in the Processing Payments chapter of the Aptify Order Entry Guide for details.
- e-Payment Capture: This button runs the e-Payment Capture wizard for all qualifying payments. See "Using the ePayment Capture Wizard" on page 149 for details.
- Order Cancellation: This button runs the Order Cancellation wizard. See the "Using the Order Cancellation Wizard" section in the Order Cancellations chapter of the Aptify Order Entry Guide for details.
- Mark-to-Market: This button runs the Mark-to-Market wizard for all qualifying orders. See "Mark-To-Market Wizard" on page 255 for details.
- Unshipped Orders: This list view displays all taken orders that have not yet shipped.
- Candidates for Write-off: This list view displays shipped orders who Balance Due is less than 5 (regardless of currency type). An organization may choose to write-off small balances as applicable using the Bulk Write-Off wizard, which can be launched from the Orders view's toolbar. See the "Using the Bulk Write-Off Wizard" section in the Processing Payments chapter of the Aptify Order Entry Guide for details.
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