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:

• General Shortcuts
• Orders/Payments Shortcuts
• Accounting Shortcuts

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.

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.

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.