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About Accounting and Financial Systems in the Web Interface

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Last updated: May 08, 2020 by Sagar Alat (Deactivated)

This topic describes the Accounting and Financial Systems functions that are supported and unsupported in the Aptify web interface.

ReleaseSupported FunctionsUnsupported 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.

    Note

    When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.

  • 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.

    Note

    When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.

  • 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.

    Note

    When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.

  • 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.

These versions of the Aptify web interface include limited support for services in the Accounting and Finance application. Users running these versions of Aptify should continue to perform accounting-based tasks using the Aptify Desktop client.

  • 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.


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