The Accounting User profile includes a set of shortcuts that provide instant access to information in Aptify that is of interest to members of an organization's accounting department. The shortcuts appear in three groups:
- About the Accounting User General Shortcuts
- About the Accounting User Orders/Payments Shortcuts
- About the Accounting User Accounting Shortcuts
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General Shortcuts
- Show Batch by ID: A prompt view to locate a Batches record based on its ID.
- Show Batch by Effective Date: A prompt view to locate Batches based on a date range for the Effective Date field.
- Show Cash Control Batch by ID: A prompt view to locate a Cash Control Batches record based on its ID.
- Show Cash Control Batches by Deposit Date: A prompt view to locate Cash Control Batches based on a date range for the Deposit Date field.
Accounting User Shortcuts (RJS NOTE: THIS IMAGE NEEDS TO BE CROPPED)
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Orders/Payments Shortcuts
- Show Order by ID: A prompt view to locate an Orders record based on its ID.
- Show Order by BatchID: A prompt view to locate Orders based on their assigned Batch.
- Show Payment by ID: A prompt view to locate a Payments record based on its ID.
- Show Payments by BatchID: A prompt view to locate Payments based on their assigned Batch.
- Show Payments by Cash Control Batch: A prompt view to locate Payments based on their assigned Cash Control Batch.
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Accounting Shortcuts
- Find STs by BatchID: A prompt view to locate Scheduled Transactions based on their assigned Batch.
- Show All GL Accounts: A view of all GL Accounts tracked in Aptify. Note that this view returns a maximum of 250 records per page.
- Show All Product Categories: A view of all Product Categories tracked in Aptify.
- Show All Payment Types: A view of all Payment Types tracked in Aptify (such as Cash, PrePaid Check, Visa, Mastercard, etc.).
- Show All Shipment Types: A view of all shipping methods tracked in Aptify.
- Show All Sales Tax Rates: A view of all Sales Tax Rates tracked in Aptify. Note that this view returns a maximum of 250 records per page.
- Show All Organizations: A view of all Organizations tracked in Aptify.