This topic describes the Accounting and Financial Systems functions that are supported and unsupported in the Aptify web interface.
| Release | Supported Functions | Unsupported Functions |
|---|
| Aptify 5.5.5 | Create, open, and edit Payments records - Create, open, and edit Saved Payment Methods records
- Support for Saved Payment Methods on Orders, Payments, and in the New Order wizard (including the Save for future use option)
Payment Refund wizard Batch wizards for Orders and Payments - Orders and Payments that are part of a batch are marked as such and any accounting related fields cannot be modified, just like in the Desktop client. Added a GL Entry Details tab for the web interface, which provides the ability to view transaction data for each account in the batch. See Creating General Ledger Batches in the Web Interface for more details.
- Accounts Payable (AP) Import wizard
- AP Export wizard
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Supports product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support:Available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types. - Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client or automated using a scheduled task. - Searching for Orders from the Payments Form: A Order Search..button is available starting in the 5.5,5 release.
|
|
| Aptify 5.5.4 | Create, open, and edit Payments records - Create, open, and edit Saved Payment Methods records
- Support for Saved Payment Methods on Orders, Payments, and in the New Order wizard (including the Save for future use option)
Payment Refund wizard Batch wizards for Orders and Payments - Orders and Payments that are part of a batch are marked as such and any accounting related fields cannot be modified, just like in the Desktop client. Added a GL Entry Details tab for the web interface, which provides the ability to view transaction data for each account in the batch. See Creating General Ledger Batches in the Web Interface for more details.
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support:Available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types. - Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client or automated using a scheduled task.
| - Cash Control Batches and associated Accounting tasks
- Specifying a Cash Control Batch ID for payment (either on an order or through the Payments service) is supported
ePayment Capture wizard - Accounts Payable (AP) Import wizard
- AP Export wizard
- Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported.
- Searching for Orders from the Payments Form: The buttons that are used to search for an Order are not supported.
|
| Aptify 5.5.3 and earlier | Create, open, and edit Payments records - Create, open, and edit Saved Payment Methods records (Version 5.5.3 only)
Payment Refund wizard (Version 5.5.3 only) - Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support : Multi-currency support is available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types. - Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported. (Version 5.5.3 only)
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client or automated using a scheduled task.
| - Cash Control Batches and associated Accounting tasks
- Specifying a Cash Control Batch ID for payment (either on an order or through the Payments service) is supported
- Batch wizards for Orders and Payments
Create, open, and edit Saved Payment Methods records (function supported in Version 5.5.3) Payment Refund wizard (function supported in Version 5.5.3) - ePayment Capture wizard
- Accounts Payable (AP) Import wizard
- AP Export wizard
- Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported. (function supported Version 5.5.3)
- Searching for Orders from the Payments Form: The buttons that are used to search for an Order are not supported.
|