Application Wide

Interface Diagram

This document outlines how the modules in the application interface with each other. Click on an icon below for more information about the relationship.

Description of the Interface

Relationship	Description
AP and BR	AP Computer Checks > BR Clear Transactions: Accounts Payable module Computer Checks create Bank Reconciliation module checks. Click here for information on the AP Computer Checks process. Click here for information on the Clear Transactions process.
AP and BR	AP Manual Checks > BR Clear Transactions: Accounts Payable module Manual Checks create Bank Reconciliation module checks. Click here for information on the Manual Checks process. Click here for information on the Clear Transactions process.
AP and CH	AP Computer Checks > CH Electronic AP: AP module Computer Checks create CH module Electronic AP transactions. Click here for an overview on electronic AP.
AP and FA	AP Invoices > FA Fixed Assets: Create an Invoice Line Item with the Is Fixed Asset toggle checked and a new fixed asset will be created in the FA module when the invoice is processed. Click here for information on creating Invoice Line Items.
AP and GL	AP Invoices > GL Accounts: GL accounts are attached to invoice line items (AP> Invoices). This will create a journal entry to record the expense and liability generated by the invoice.
AP and IC	AP Invoices > IC Inventory Transactions: Automatically create Inventory Control transactions and update item inventory totals when you process Accounts Payable invoices. Click here for information on IC Inventory Transactions.
AP and PM	PM Task > AP Invoice: PM module task codes can be attached to AP invoice line items (AP> Invoices> Invoices). Click here for an overview of the processes that create PM module transactions.
AP and PM	PM Task > AP Manual Checks: PM module task codes can be attached to AP manual checks (AP> Manual Checks> Manual Checks). Click here for an overview of the processes that create PM module transactions.
AP and PM	PM Task > AP Void Checks: If there is PM module information attached to an invoice on a check being voided, the PM module transaction will be reversed. The Commit step allows you to place the invoice in an AP module Invoices batch. If you place the invoice in an open batch, the PM module transaction will be regenerated when the invoice is committed. Click here for an overview of the processes that create PM module transactions.
AP and PM	PM Task > AP Void Invoice: If there is PM module information attached to an invoice being voided (AP> Void Invoices> Select Invoices), the PM module transaction will be reversed. Click here for an overview of the processes that create PM module transactions.
AP and PO	AP Vendor > PO Purchase Orders: Purchase orders will populate with information attached to the AP vendor record (for example, the shipping address, sales tax rate, etc.). Click here for information on the Vendor Maintenance window.
AP and PO	PO Purchase Orders > AP Invoices: Purchase orders that have been created using the Purchase Orders process (PO> Purchase Orders) are invoiced using the AP module Invoicing process. Click here for an overview of purchase orders.
AP and PO	PO Purchase Orders > AP Manual Checks: Purchase orders that have been created using the Purchase Orders process (PO> Purchase Orders) can be used to create AP module Manual Checks. Click here for information on the Manual Checks process.
AP and PR	PR Computer Checks > AP Invoices: If there are deductions on the paycheck that are set up to be paid AP module vendors, the Payroll module Computer Checks process can create Accounts Payable module invoices for vendors. Click here for an overview of the AP Invoices process.
AP and PR	PR Manual Checks > AP Invoices: If there are deductions on the manual checks that are set up to be paid to AP module vendors, the Payroll module Manual Checks can create Accounts Payable module invoices for vendors. Click here for an overview of the AP Invoices process.
AP and UB	UB Refunds > AP Invoices: Committed AP module invoices are created from UB module refund checks, then the invoices can be paid using the AP Computer Checks process.
AP and WO	AP Invoices > WO Work Orders: WO module work orders and activity types can be attached to AP Invoice line items.
AP and WO	AP Void Invoices > WO Work Orders: When an AP Void Invoices batch is committed, any work order activity created by the invoice is reversed.
AR and AP	AR Refunds > AP Invoices: When an AR Refunds batch is committed, a new AP Invoices batch is created. Click here for information on the AR Refunds window.
AR and CR	AR Invoices > CR Cash Receipts: The Cash Receipts module is used to record the receipt of payments made on AR module invoices.
AR and CH	AR Invoices > CH Direct Debits: The Clearing House Direct Debits process us used to process AR Invoices. Click here for information on CH Direct Debits.
AR and GL	AR > GL: The Accounts Receivable module processes generate journal entries. Click here for an overview of AR processes and GL impacts.
AR and PM	AR Fees > PM Task and Type Codes: PM module Task and Type codes can be attached to a fee. When that fee is applied, PM module data is collected and displayed in PM Distribution Reports.
AR and UB	AR Fees > UB Past Dues: The journal entry created by the UB Past Dues process will debit the AR account associated with the Past Dues penalty fee code.
BR and CR	CR Cash Receipts > BR Receipt Deposits: Cash Receipts module receipts are pulled into the Bank Reconciliation module using the Receipt Deposits process (BR> Receipt Deposits) in order to record the deposit of the receipts into bank accounts. This will increase the selected bank account by the amount of the deposits. You can include more than one Cash Receipts module Cash Receipts batch in a single Receipt Deposits batch.
BR and CH	CH > Bank Reconciliation: Clearing House module ACH transactions can be cleared in the Bank Reconciliation module.
BR and PR	PR Computer Checks > BR: Payroll module Computer Checks create Bank Reconciliation module checks that can be cleared using the BR Clear Transactions process.
BP and AP	BP Refunds > AP Computer Checks: Building Permits module refunds create Accounts Payable module computer checks. Click here for information on the BP Refunds process.
BP and LP	BP Contractor Maintenance > LP License Maintenance: LP Business Licenses are attached to BP Contractors. Click here for information on BP Contractor Maintenance.
BT and LP	BT Businesses > LP Licenses: LP licenses are attached to businesses on the Licenses tab of the BT Business Maintenance window. Click here for information on BT Business Maintenance.
CH and GL	CH > GL: The Clearing House module processes generate journal entries.
CH and PR	PR Computer Checks > CH Direct Deposits: Payroll module Computer Checks can create Clearing House module ACH transactions if there is a direct deposit deduction attached to the paycheck. Click here for an overview on direct deposits.
CH and PR	PR Manual Checks > CH Direct Deposits: Payroll module Manual Checks can create Clearing House module ACH transactions if a direct deposit deduction is manually added to the check.
CH and PR	PR Void Checks > CH Direct Deposits: Voiding a check that created a direct deposit will also delete the direct deposit transaction in the Clearing House module Direct Deposits batch. Click here for information on the Void Checks process.
CH and UB	UB New Billing > CH Direct Debits: UB module New Billings that are attached to customer accounts with ACH information can be pulled into a CH module Direct Debits batch.
CH and UB	UB Final Billing > CH Direct Debits: UB module Final Billings that are attached to customer accounts with ACH information can be pulled into a CH module Direct Debits batch.
CM and WO	CM Issue Step > WO Work Order: CM module Issue Steps can be set up to create WO module Work Orders when the Issue Step is complete. Click here for information on CM Issue Steps
CR and BP	CR Cash Receipts > BP Building Permits: Permits and applications can be quickly created from the BP Permitting window accessed through the Cash Receipts module
CR and BT	CR Cash Receipts > BT Tax and Infraction Types: Tax Types are attached to businesses and used to calculate tax amounts when returns are processed in CR. Click here for information on CR Return Entry.
CR and GL	CR > GL: The Cash Receipts process generates a journal entry in the general ledger.
CR and LP	CR Cash Receipts > Licensing and Permits: Licenses and applications can be created and renewed from the LP Licensing window accessed through the Cash Receipts module. Click here for information on the LP Licensing window.
CR and PM	CR Cash Receipts > PM Task and Type: Project Management module task and type codes can be attached to receipt line items.
CR and PT	CR Cash Receipts > PT Parking Tickets: Fines levied through the Parking Tickets module can be paid off in Cash Receipts.
CR and SA	CR Cash Receipts > SA Assessments: Full and partial pay downs can be applied to SA module assessments through the CR Enter Receipts window. Click here for information on creating an SA Pay Down.
CR and UB	CR Cash Receipts > UB New Billing/Final Billing/Adjustments: The Cash Receipts module is used to receive payments made on UB module accounts.
CR and UB	CR Cash Receipts > UB New Billing/Final Billing/Adjustments: The Cash Receipts module is used to receive payments made on UB module accounts using a lockbox.
CR and UB	CR Cash Receipts > UB Adjustments: The Cash Receipts module Cash Entry window can be used to create and enter cash deposits on UB module accounts. Click here for an overview on UB deposits.
CM and AR	CM Issues > AR Invoices: CM Issue Steps can create or update AR Invoices. Click here for information on creating CM Issue Steps.
CM and UB	CM Issues > UB Service Requests: CM Issue Steps can create UB Service Requests. Click here for information on creating CM Issue Steps.
EB and GL	EB Extended Budgeting > GL Budget Adjustments: When budgeting for the current year, committing an Extended Budgeting batch sends the budget information to the GL Budget Adjustments process. Click here for an overview of the Extended Budgeting process.
EB and GL	EB Extended Budgeting > GL New Budget Info: When budgeting for the next fiscal year, committing an Extended Budgeting batch sends the budget information to the GL Edit New Budgets process.
GL and BP	GL > BP: Journal entries are generated by the Building Permits module Adjustments and Refunds processes.
GL and BT	BT Fees > GL Accounts: Debits and credits are applied to GL Accounts associated with BT Fees.
GL and BT	GL > BT: Journal entries are generated by the Business Tax module Adjustments, Past Dues, and Redistribute processes.
GL and FA	GL > FA: Journal entries are generated by the Fixed Assets module Calculate Depreciation, Depreciation Adjustments, Disposals, Install Assets, Original Cost Adjustments, Salvage Value Adjustments, and Transfers processes.
GL and IC	GL > IC: Journal entries are generated by the Fixed Assets module Inventory Transactions process.
GL and LP	GL > LP: Journal entries are generated by the Licenses and Permits module Adjustments and Past Dues processes.
GL and PM	GL > PM: GL accounts can be set up as project driven. If a project driven GL account is used in a transaction, a PM module task and type code must also be attached.
GL and PO	PO Purchase Orders > GL Accounts: Purchase orders created in the PO module will create encumbrances on GL accounts. Encumbered amounts display on the Chart of Accounts Maintenance window (GL> Maintenance> Chart of Accounts> Open an account> Select a fiscal year> Open a GL account> Balance tab> Encumbrances field).
GL and PO	PO Roll Over POs > GL Accounts: When you roll over purchase orders into a new fiscal year, you can create budget adjustments for the amount of the rolled over purchase orders on the GL accounts where the encumbrances are recorded. Click here for information on the Roll Over POs process.
GL and PR	GL > PR: Journal entries are generated by the Computer Checks, Retro Pay, and Void Checks process.
GL and SA	GL > SA: Journal entries are generated by the Special Assessments module Adjustments, Billing and Past Due processes.
GL and SS	GL Fiscal Year End Reset > SS Setup: The GL module Fiscal Year End Reset changes the fiscal year defined in the SS module (SS> Utilities> System Setup> Organization tab> Fiscal Year field). Click here for information on the Fiscal Year End Reset feature.
GL and UB	GL > UB: GL accounts are attached to fee codes, and service rates. These GL accounts are used to generate journal entries in the Adjustments, Collections, Final Billing, New Billing, Past Due, and Refunds processes.
GL and WO	GL Chart of Accounts > WO Work Orders: GL Accounts can be set up as Work Order Driven, thereby requiring that a work order is attached to all transactions associated with the account.
GL and WO	WO Adjustments > GL Journal Entries: Work Order module Adjustments generate journal entries when processed through the GL Distribution step. Click here for information on the WO Adjustments process.
HR and PR	HR Grade > PR Employee: HR module grade/step amounts are attached to PR employee records. Click here for information on grade maintenance.
HR and PR	HR Position > PR Employee: HR module positions are attached to PR module employee records. Click here for information on position maintenance.
HR and PR	HR Setup > PR Employee: Hourly and salary rounding set up in the HR Setup window affects rounding on PR employee record. Click here for information on the HR module Setup window.
OA and BT	Online Applications > BT Business: Business taxes filed and paid through the Licensing and Tax online application will update business records on the BT Business Maintenance window. Click here for information on Business Maintenance.
OA and CR	Online Applications > CR Cash Receipts: Payments received through the Business Licensing and Licensing and Tax online applications are automatically added to CR Cash Receipts batches for processing. Click here for information on entering BT Returns in CR. Click here for information on the BT LP Licensing window.
OA and HR	Online Applications > HR Employee: Employee records updated through the Employee Self Service online application will update the HR Employee Maintenance record. Click here for information on HR Employee Maintenance.
OA and HR	Online Applications > HR Web Approvals: If the Employee Self Service online application is set up to require web approvals, submitted changes will automatically populate an HR Web Approvals batch. Click here for information on HR Web Approvals.
OA and LP	Online Applications > LP Licenses: License renewals and fee payments submitted through the Business Licensing and Licensing and Tax online applications will update LP License Maintenance records. Click here for information on LP License Maintenance.
OA and PR	Online Applications > PR Timesheets: Worked hours submitted through the Employee Self Service online application will populate employee timesheets in the Payroll module. Click here for information on PR Timesheets.
OA and PR	Online Applications > PR Employee: Employee records updated through the Employee Self Service online application will update the PR Employee Maintenance record. Click here for information on PR Employee Maintenance.
OA and PR	Online Applications > PR Employee: Benefit and deduction enrollment changes submitted through the Open Enrollment online application will update the PR Employee Maintenance record.
OA and SS	Online Applications > SS Web Application Maintenance: The Business Licensing, Employee Self Service, Licensing and Tax, Open Enrollment and Web Setup windows are used to specify how the Springbrook online applications will operate. Click here for information on Business Licensing Setup. Click here for information on Employee Self Service Setup. Click here for information on Licensing and Tax Setup. Click here for information on Open Enrollment Setup. Click here for information on Web Setup.
OA and SS	Online Applications > SS Web Maintenance: The Web User Maintenance window is used to set up and maintain the web user accounts used to access the Springbrook online applications. Click here for information on Web User Maintenance.
PM and IC	IC Inventory Transactions > PM Task: You can attach a PM module task and type code to an IC Inventory Transaction in order to track materials costs on special projects. Click here for an overview of the processes that generate PM module transactions.
PM and PR	PR Computer Checks > PM Task: You can attach a PM module task and type code to a timecard line item. When the Computer Checks batch is committed, the timecard line item will create a PM module transaction. The PM module transaction will be for the pay amount on the timecard line item plus any benefits associated with that line item. Click here for an overview of the processes that generate PM module transactions.
PM and PR	PR Manual Checks > PM Task: You can attach a PM module task and type code to a timecard line item. When the Manual Checks batch is committed, the timecard line item will create a PM module transaction. The PM module transaction will be for the pay amount on the timecard line item plus any benefits associated with that line item. Click here for an overview of the processes that generate PM module transactions.
PM and PR	PR Void Checks > PM Task: If you void a Payroll module check that has Project Management module information attached, those PM module transactions will be reversed when the Void Checks batch is committed. Click here for an overview of the processes that generate PM module transactions.
PO and FA	PO Purchase Orders > FA Fixed Assets: Create a purchase order with the Fixed Asset toggle checked and a new fixed asset will be created in the FA module when the invoice is processed.
PO and IC	PO Purchase Orders > IC Reorders: Automatically generate purchase orders when inventory levels drop below the specified reorder point. Click here for information on the IC Reorders process.
PO and IC	PO Receiving > IC Inventory Transactions: Automatically generate an IC Receipt transaction when receiving inventory item purchase orders in the PO module. Click here for information on the PO Receiving process.
PO and PM	PO Purchase Orders > PM Task and Type: PM module Task and Type codes can be attached to Purchase Order line items. When the purchase order is invoiced, the PM Task will display the PO transaction. Click here for information on Purchase Order Line Items.
PO and PM	PO Requisitions > PM Task and Type: PM module Task and Type codes can be attached to PM module Requisition line items. When the requisition is added to a purchase order, and that purchase order is invoiced, the PM Task will display the PO transaction. Click here for information on Requisition Line Items.
PO and WO	PO Purchase Orders > WO Work Orders: Create a purchase order line item with an attached WO work order in order to track the PO expenses on the work order record.
SS and AP	SS Work Flows > AP Invoices: The AP Invoices process can be set up to require Work Flow approval before a batch can be committed. Click here for information on Work Flow Templates.
SS and CR	SS Work Flows > CR Cash Receipts: The CR Cash Receipts process can be set up to require Work Flow approval before a batch can be committed.
SS and HR	SS Work Flows > HR Applicant Screening and COLA: The HR Applicant Screening and COLA processes can be set up to require Work Flow approval before a batch can be committed.
SS and PR	SS Work Flows > PR Timesheet Approval: The PR Timesheet Approval process can be set up to require Work Flow approval before a batch can be committed.
SS and PR	SS Department Maintenance > PR Employee Maintenance: Employees are associated with departments created in the SS module. Click here for information on Department Maintenance.
SS and PM	SS PM Security > PM Task: The PM Security window is used to set up security on Project Management module tasks. Click here for information on the SS PM Security window.
SS and PO	SS Work Flows > PO Change Orders, Purchase Orders, and Requisitions Approval: The PO Change Orders, Purchase Orders, and Requisitions Approval processes can be set up to require Work Flow approval before a batch can be committed.
SS and UB	SS Lot Maintenance > UB Account Maintenance: Lots created and maintained in the SS module are attached to UB Accounts. Click here for information on Lot Maintenance.
SS and WO	SS Work Flows > WO Adjust Fixed Assets, Create Fixed Assets, and Estimate Approvals: The WO Adjust Fixed Assets, Create Fixed Assets, and Estimate Approvals processes can be set up to require Work Flow approval before a batch can be committed.
UB and WO	UB Service Requests > WO Recurring Work Orders: Automatically trigger recurring work orders when processing a UB Service Request.
WO and AR	WO Billing > AR Invoices: Previously unbilled WO activity items will be added to an open AR Invoices batch when the WO Billings batch is committed. Click here for information on the WO Billings process.
WO and AR	WO Billing > AR Adjustments: WO activity items that were previously billed and then adjusted in WO Adjustments will be sent to an open AR Adjustments batch when the WO Billings batch is committed.
WO and FA	WO Work Orders > FA Fixed Assets: New Construction work orders create FA module Fixed Assets upon completion.
WO and IC	IC Inventory Transactions > WO Work Orders: Attach work orders to your Inventory Control transactions to track work order materials expenses in real-time.
WO and PR	WO Work Orders > PR Timesheets: WO module work orders can be attached to PR timesheets to record the hours that employees work on a work order. Click here for information on the PR Quick Time Entry window.
WO and PM	WO Work Orders > PM Task and Type: Project Management module task and type codes can be attached to work orders and estimates.