The AP Transaction Sources records store information about data mapped between Aptify and an Accounts Payable (AP) system for a particular source within Aptify.
Attachments Tab
The Attachments tab lists any files relevant to the AP Transaction Sources record.
Comments Tab
This tab stores any additional information concerning the transaction source.
General Tab
Name (Required)
The name of the transaction source.
Description (Required)
A description of the transaction source.
Entity (Required)
The entity in which the transactions are sourced from in Aptify. This field is linked to the Entities service.
Base View
The base view to use that is associated with the entity specified in the Entity field. If a value is not specified, the default base for for the entity will be used.
Status (Required)
Specifies if the transaction source is active. The possible values are Active and Inactive.
Mapping Tab
The Mapping tab stores information about the fields associated with the Aptify entity specified on the General tab. An administrator enters the name of the field in the Aptify system that maps to the field in your organization's Accounts Payable system. See Integrating with an Accounts Payable System for more information on Aptify's AP integration functionality.
Related Topics
Managing Accounting and Financial Systems Integration
Understanding Accounting and Financial Systems Integration
Managing General Ledger Accounts
Determining GL Accounts for Order, Payment, and Scheduled Transactions
Comments
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