About Accounting and Financial Systems in the Web Interface

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

Supported Functions

Please refer to the table below for a breakdown of supported functionality by release:

Release Supported Functions
Aptify 7.x
  • 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: 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.

  • Searching for Orders from the Payments Form: A Order Search button is available starting in the 5.5,5 release and above.
  • 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.

Other than the above supported features under Accounting Management application, rest is still managed using Desktop Client.

Unsupported Functions

Please refer to the table below for a breakdown of unsupported functionality by release:

Release Unsupported Functions
Aptify 7.x
  • Other than the above supported features under Accounting Management application, rest is still managed using Desktop Client like managing Cash basis accounting, managing accounting periods, integrating with accounting system etcetera. 
  • ePayment Capture wizard - Though the wizard is not supported, Aptify has delivered a process flow and a scheduled task to automate the ePayment capture process for the web interface. See Scheduling ePayment Capturing for more information.
  • Mark to Market wizard is not supported and must be run from the Aptify Desktop client.
  • Account Manager Transfer Wizard is not supported and must be run from the Aptify Desktop client.
  • Payment Difference Wizard is not supported and must be run from the Aptify Desktop client.
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