Contents - Index


Interfaces

This gives you access to interfaces between ALMSys and outside programs.

Layout

Button Bar
The top of the interfaces area contains some buttons that are used for the underlying screens. These buttons are:

Close. This will completely close out of interfaces.

Date Range Panel
The date range is used in most of the interfaces. There are several speed buttons to facilitate setting the date range for the interface you select.

Menu Panel
The right side of the screen consists of a retracting panel that is used to select the desired interface. Use the bright fuschia vertical bar to open and close this panel. 

Screens are grouped by function and are controlled by security as to whether or not you can access them and/or edit them.

Interfaces Group
Billing: Ledger export for lease billings.
Depreciation: Ledger export for lease depreciation. 
Leveraged Financing: Ledger export for leveraged financing.
Payments: Ledger export for payment batches.
Deferred Revenue: Ledger export for deferred revenue.

Other Group
Full Month Loan: Full month loan extract.
Intellect: Data export for the Intellect product.
Journal History: Shows a history of the journals exported.
Import From Spreadsheet: Will allow you to import a journal from a spreadsheet to pass through to your ledger.

Coupons Group
Export: Exports coupons which were queued for external export by the Accounts - Billing Overall screen.
History: Shows the history of what has been exported.

Data Screen Area
The area between the date range and menu panels is where the data will be displayed for the interface selected. You may retract one or both panels to see more of the data screen area.

Each data screen will have its own button bar whuch will contain the name of the screen. Any special buttons associated with that data screen will usually appear on that bar. If a screen is subdivided into tabbed pages, it is quite possible that each tabbed page would have its own button bar.