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The Accounting User profile is subscribed to two applications by default: Accounting and Order Entry. Each application has its own dashboard that provides access to common functions performed by an accounting user.

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Accounting Application

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 details.)

Accounting Services

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  • Revenue Summary (Last 90 Days): This pivot table displays information about the revenue generated over the last 90 days based on the order date, category for the product that appears on line 1 of the order, and the source of the order.
  • Batch Review (Last 90 Days): This pivot table displays aggregate totals from general ledger batches generated over the last 90 days.

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Order Entry Application

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.pdf for details.)

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