Navigation Overview

The topics in this section explain how to get around in AptaFund.

Getting around in AptaFund

• General program

• • Home page / dashboard layout

  • Access items on the menus

  • Use breadcrumbs to move through the program

  • Select the current accounting cycle in which to work

  • Change the database in which to work

• List windows
  Records such as employees, deductions, and vendors are displayed in a list grid. Example The number of items included in the list is displayed in the lower right corner. Example

• • Search for an individual record or display all records

  • Use filters to select the data you want to display in a window or include on a grid report

  • Selecting records for action

  • Move from page to page & through a group of records

  • Change the number of records displayed on a page

  • Re-size & rearrange columns in a list

  • Sort the records by a single column or multiple columns

  • Show or hide columns in a list window

  • Aggregate data in columns

  • Condense the data in grid reports using the Combine with Previous Group command

  • Save your display settings

  • Edit saved display settings

  • Delete saved display settings

  • Default display settings

  • Report settings for grid reports

• Display and hide the sections of an individual record

• Account code assistant: Use this assistant to select accounts codes for transactions

• Account code allocation: Use this feature if transactions are split between multiple accounts.

• Export records

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