Recent Updates

  • Updated on: Dec 13, 2023

    Tax Area Import

    Manual Importing Data
    import tax area import tax area sales tax

  • Updated on: Dec 11, 2023

    Data Maintenance Warning Message

    Manual Administration
    data maintenance database maintenance acctvantage server

  • Updated on: Dec 07, 2023

    Setup the AcctVantage SQL Server and Client

    Technical Support Note:

    Due to the complex nature of this feature, standard technical support will be limited to helping set up the SQL server and demonstrating the connection with either Microsoft Excel or Filemaker. Any additional customization or training may be requested as a paid project.

    Manual Administration

  • Updated on: Dec 06, 2023

    Post Transactions

    There are two methods that can be used to post transactions to the General Ledger:

    1. Through the General Ledger Module ➤ Post Transactions window.
    2. By using an Action Menu item (Post Selected Transactions) to post a single record or selection of records in any given module or window that contains post-able transactions. (This option is only available with the Advanced General Ledger Module.)
    Manual Accounting / General Ledger
    general ledger post transactions

  • Updated on: Dec 06, 2023

    Posting Sessions

    When AcctVantage performs a Posting Session, (initiated through the General Ledger Module), it looks for all transactions marked Ready To Post, and will post them (i.e. record the transaction(s) in the General Ledger). This is important because AcctVantage cannot reflect correct financial information until transactions have been posted.

    The Posting Sessions area shows general information about these posting sessions, including who posted the transactions, how many transactions were posted during each session, the General Ledger accounts affected with debit (credit) value, and the time and date that the posting sessions began and ended.

    Manual Accounting / General Ledger

  • Updated on: Nov 30, 2023

    AcctVantage ERP 2023 - System Requirements

    Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.

    AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software. However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.

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    Notes on Operating Systems:  

    • AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems.  
      • For Macintosh, certifications are done at the 10.x level, meaning that an AcctVantage version certified for 10.5 or earlier will not operate on a server or client running Mac OS 10.4.  
      • For Windows, the certification is done by major release version such as Windows XP or Windows 7.
    • We suggest turning OFF all Automatic Update programs that may update an Operating System version. The OS certification applies to both Server and Client machines.
    • Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.
    • AcctVantage operates on a Local Area Network (LAN) using TCP/IP protocols. If all users are on the same LAN, then dynamic IP address assignment is acceptable. It is recommended that all LAN connections be routed through switches rather than hubs and that “daisy-chaining” of switches and/or hubs be avoided.
    Manual All Downloads, Installers & Release Notes

  • Updated on: Nov 17, 2023

    Add a Tax / Surcharge to an Order

    Manual Accounts Receivable / Sales

  • Updated on: Nov 17, 2023

    AvaTax - Integration Setup

    Manual Software Integrations

  • Updated on: Nov 16, 2023

    Print File Folder Labels

    Manual Custom Forms / Reports / Scripts
    client labels avery 5366

  • Updated on: Nov 15, 2023

    Adjusting Journal Entry - Line Types

    The Type column in the Adjusting Journal Entry line items section designates the type of account that the adjustment is for.

    See the article for Adjusting Journal Entries if you're looking for a more general understanding of how these entries work.

    Manual Accounting / General Ledger
    adjusting journal entry Adjustment line types