After refund or cost information is processed within the AP system and checks are printed, a member of the accounting department can generate a file containing the applicable check numbers and related check information for import back into Aptify. A user can import these files into Aptify using the AP Import wizard, which automatically updates the AP Integration tab on the applicable records (for example, Payments or Product Costs Details records) as needed with the refund/cost details and also creates an AP Import Runs record for record keeping purposes.
Follow these steps to run the wizard, broken down by interface:
Running the AP Import Wizard in the Aptify web interface is supported as of Aptify 5.5.5.