You will see this bar of icons in every List View in AcctVantage

To add a Line Item to a record (i.e. Sales Order, Purchase Order, etc.), click on the plus (+) icon adjacent to the Line Items section.

Select the record you want to delete. From the List Menu (at the top of the screen) click Void or Delete. There are limitations to Voiding/Deleting records. Essentially, if the record is Posted it can not be deleted.

To delete a Line Item, highlight the line, then click on the trashcan icon.

Click the paper clip icon to attach a Document to a record. You will be presented with a confirmation dialog. See the lesson Attach a Document to a Record for more details.

If the paper clip icon has turned red this means there are already documents attached to the record. Click the icon to view documents already attached or to attach new ones.

Click on the Note icon within the Record window if you want to view or assign an associated Task.

You will see this alert icon (instead of the previous View Tasks icon) when there are incomplete tasks associated with a record.

By clicking the info button on a record you can view information such as Record ID, which User has Entered or Modified the Record, Entry and Modify Dates, etc.

Click the calculator icon to recalculate the document totals after making changes to the document.

On a Sales Order and Purchase Order detail screen, you will see this push-pin icon. You can change the column width in the Line Item Detail section and then save those new column widths by clicking this push-pin icon.

When you are viewing a Record detail:

• Click the Previous Record icon (left-facing single arrow) to take you to the previous adjacent record in the list.
• Click the Next Record icon (right-facing single arrow) to take you to the next adjacent record in the list.
• Click the First Record icon (left-facing double arrow) to take you to the first record in the list.
• Click the Last Record icon (right-facing double arrow) to take you to the last record in the list.

Note: Any changes you have made to a record will be saved when you exit it in this way.

Click the clock icon to place a Time, Date and User stamp in a memo field

Click the "roll back the clock" icon to View History. This can be done for a number of items (e.g. GL Account History, Client A/R History, Vendor A/P History, etc.)

Use this icon to swap Credit Card info fields on a Client/Sales Master record or Primary and Secondary Vendor fields on a Product record.

On some screens (e.g. Sales Order and Client) you can use the View drop-down list to view Records related to the Record you are view (e.g. Correspondence, Contacts, Ship/Bill To, etc.)

Next to some fields (e.g. Client Name on a Sales Order or Vendor Name on a Purchase Order) you will see this magnifying glass icon. If you click this icon you will drill down into the detail for the related record. This can be useful for changing data on the fly. For example, when entering a Sales Order for a Client they inform you they have changed their address. After entering the Client Name you can click this icon to open their Client record and change/save the address before returning to complete the Order Entry process.

On the Payments tab of a Sales Order you will see this green (=) icon. By clicking this you will charge the Balance Due of the Invoice to the Client's A/R sub-account.

You will see the list icon next to various fields in AcctVantage (e.g. Ship To/Bill To Addresses, Our PO ID on a Voucher, etc.) If you click this icon you will be able to select from a list of choices for that field. For example, on a Sales Order (if the Client has multiple Ship To addresses) you can select from a list of these addresses.

The binoculars icon will allow you to enter a name on certain records (e.g. enter a Client Name on a drop-ship Purchase Order).

Click this pencil icon to modify a Quick Report from the list of Reports in any given module. It can also be used to edit the contents of some fields in AcctVantage.

You can either type a date into a field or click this icon to select the date from a calendar.