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.
- About the Accounting User's Accounting ApplicationAbout the Accounting User's
- Order Entry Application
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Accounting
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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 User Guide for Adding and Removing Services for details.)
Accounting Services
- Batches
- Cash Control Batches
- GL Accounts
- Organizations
- Payment Types
- Product Categories
- Sales Tax Rates
- Scheduled Transactions
- Shipment Types
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- Accounting Actions Button Bar: This button bar provides access to accounting related wizards and reports.
- Batch Payments: This button runs the Batch wizard to batch all eligible payments. See "About Batching Payments" on page 191 for for more information.
- Batch Orders: This button runs the Batch wizard to batch all eligible orders. See "About Batching Orders" on page 190 for for more information.
- Expand Scheduled Transactions: This button expands all eligible Scheduled Transaction Groups into their corresponding Scheduled Transactions. See "Expanding Scheduled Transaction Groups" on page 196 for for more information.
- Batch Scheduled Transactions: This button runs the Batch wizard to batch all eligible scheduled transactions. See "About Batching Scheduled Transactions" on page 193 for for more information.
- Run A/R Aging Report: This button launches the Aptify Aged Receivables report based on all orders that have an outstanding balance.
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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 User Guide for details. add x-reference Adding and Removing Services 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.
- Invoice Consolidation: This button runs the Invoice Consolidation wizard. See the "Using the Invoice Consolidation Wizard" section in the Processing Payments chapter of the Aptify Order Entry Guide for 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 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 for details.
- Mark-to-Market: This button runs the Mark-to-Market wizard for all qualifying orders. See "Using the Mark-To-Market Wizard" on page 255 for 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 for details.
Order -Accounting Dashboard
