Human Resources

 Payroll

 Employee Self-Service

Manage employees

Add employee

Edit employee

Enable employee

Disable employee

Delete employee

Increment employee experience

Mass increment salary schedule

Mass update salaries

Mass approve jobs

Rollover employee jobs

Setup a new employee

Create a deduction set for a new employee

Setup direct deposit

Preview net pay

Use employee & deduction groups

Handle garnishing wages

Dock an employee's pay

Payment plans

Setup an employee's leave

Record leave taken

How do I see what leave an employee has taken?

Supplemental pay & jobs

Adjust a payroll liability

Split a payroll liability

For employees:

How do I view my paychecks, W-2s,  leave balances, YTD totals & uploaded documents?

How do I request leave?

How do I see what's happening to my leave request?

For approvers:

How do I see approvals that require my attention?

How do I approve a leave request?

For administrators:

How do I upload a document?

Link approval processes to leave types

Purchasing

Accounts Payable

Banking

Purchasing overview

Purchase Requisitions window

My Purchase Requisitions window

Admin Menu - Purchase Requisition window

Purchase requisition approval process

Purchase orders

Purchase order types

Use tax

Create vendor invoices — regular, direct

Create an employee reimbursement

Create a credit memo

Submit invoices for payment

Create payment vouchers

Remove invoices from a voucher

Submit vouchers for approval

Print & verify warrants

Express warrant printing

EFT payments

Setup a new bank

Setup a new bank account

What are owner funds & clearing accounts?

Reconcile a bank account

Undo a bank account reconciliation

Transfer monies between accounts

Enter interest & fees

General Ledger

Customer Management

Vendor

About general ledger transactions

General ledger - normal

Account journal

Create, edit, or delete a journal entry

Post a journal entry

Reverse a transaction

Add a customer to use in Cash Receipts

Change a customer's name

Disable a customer

Add, edit, or delete a vendor

Disable a vendor

eCommerce

Parent - child vendor relationship

Accounts Receivable

Fiscal Year End Rollover

General Program

Create bill schedules (invoice batches)

Add billing items to schedules

Validate/approve bill schedules

Post bill schedules

Print invoices

Create cash receipts batches

Reject cash receipts batches

Void cash receipts batches

AR tables - categories, event/jobs, recurring billing items

Fiscal year end rollover checklist

Rollover employee jobs (HR)

Mass increment salary schedules (HR)

Rollover deductions (PY)

Approve jobs (HR)

Rollover deduction sets (PY)

Rollover leave balances (PY)

Submit employees to payroll (PY)

Rollover invoices to be paid in new fiscal year (AP)

Rollover bill schedules (AR)

Accounts Receivable rollover (AR)

Navigating AptaFund 4

Attach files

Contact names & addresses

Change my password

Change my security question

Administration

Reports

Security overview

Create security templates & use system templates to assign a set of permissions to a user

Add & edit user accounts

Disable a user account

Forgotten password emails

Setup & manage the leave & requisition approval process

Schedule automated emails

Reports overview

Using pre-defined reports

Data exports overview