Home Page / Dashboard Layout

After you login to AptaFund, you'll see the home window, otherwise known as your dashboard.

• The upper right corner of the window displays your user name, the database you've logged into, the accounting cycle in which you're working, and the link to logout of the program.
  
  

My Reports, Quick Links, & Help

My Reports: You can create a list of favorite reports that will be displayed on the left side of your dashboard. Click here for instructions.

Quick links are displayed on the left side of the dashboard and include Change My Location, My Paychecks, My Leave Balances, My Year-to-Date Totals, My Documents, and My W-2 Forms.

Help: This section includes links to open the online User Guide, create a new AptaFund support ticket (opens a form to email Support), and access the AptaFund support website.

Configure your dashboard

You can choose whether or not to display the quick links and grids on your dashboard.

1. Click the Configure button at the bottom left side of the window to open the Configure window.
   
   

2. Check/uncheck the boxes to include/exclude the sections you want, and click Save. You'll be returned to the dashboard with your selected options displayed.
   Note: You won't see the Show My Purchase Requisition Approvals checkbox in this window unless you're an Approver.

Click here for descriptions of, and instructions for, using the Employee Self Service Quick Links and grids.

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Menus

The menus for the modules are arranged across the window just below the AptaFund logo. You may not see all the options displayed below because you will only see modules in which you have permission to work.

Menus that contain more than is named in the menu bar are described below.

1. • The My AptaFund menu contains the commands that apply to you specifically — e.g. change password, my leave requests, etc. — as well as links to the online help for AptaFund, reports, and exports.

   • The Purchasing & Payables menu includes purchasing, accounts payable, vendor, and capital assets.

   • The Accounts Receivable menu contains commands for cash receipts, accounts receivable, and customers.

   • The HR, Payroll, & ESS menu also includes the Affordable Care Act and leave commands.

   • The Administration menu includes security, configuration, approval process, imports, and fiscal year end exports,

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