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Since creating batches requires permission to perform accounting processes, the Batch wizard is only available to users with accounting privileges (i.e., members of the Accounting group in the default Aptify system). If you are not a member of the accounting group, the wizard will not appear in a view's toolbar. If you need access to accounting processes and procedures, see the User and Group Administration chapter of the Aptify 5.5.1 Administration Guide Granting Permissions to Aptify Applications or contact your administrator for assistance. |
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Follow these steps to run the Batch wizard to create a GL batch in the Aptify Desktop client:
- Create a view of the records within the service that needs to be batched. Note that the wizard also supports prompted views.
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