Standard Custom Forms
In this article you'll find examples for some of the common standard custom forms. Along with these examples are links to download the installer for each custom form. Please email AcctVantage Support if you have requests for additional forms or revisions to existing forms.
Custom form installers are current as of: 01/26/2024
Notes before beginning:
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The custom form installers are always designed to work with our most current release.
- If you need forms for an earlier version (or if you want help updating to the current version), please send an email to [email protected]
- There are a few custom forms that display a logo in the upper left corner. See this article for instructions on how to add your company logo.
- If there is an existing form in your system with the same name as the form you are loading, the system will overwrite the old form with the new one. The name of the AVF file you download IS NOT the same as the name of the form.
- To be certain that you don't overwrite a form accidentally, it's always a best practice to perform a database backup prior to installing any forms or reports.
- All of these forms have a suffix of "AV" and are tagged with the company "AcctVantage" -- you may wish to change the name of forms after you install them to reflect your company's name.
Import / Export instructions
See this article for instructions on how to import or export a custom form.
Custom Form Examples
Sales Orders, Quotes, etc.
Modifications can be made to this form to include support for barcodes, tracking numbers and other custom formatting. This form can be used as a foundation to create other sales forms such as Pro Forma Invoices, Quotes, Invoices, and Credit Memos.
Modifications can be made to include barcodes, tracking numbers and other custom formatting.
Modifications can be made to include quote expiration date, expected availability date, etc.
Modifications can be made to include any verbiage related to the return of goods, restocking fees, etc.
Order Fulfillment and Shipping
Standard pick ticket form with scannable barcodes which are used in conjunction with the Pick and Pack feature (i.e. Sales Order Fulfillment).
The location comes from the warehouse location on the Product -> Inventory tab.
The Consolidated Pick Ticket is designed to summarize items that need to be picked across multiple sales orders.
To use this form, a few conditions must be true:
- All selected orders must be either Picked, Packed or Shipped.
- All selected orders must be in the same Warehouse.
Standard pack list form with tracking info.
Standard packing list form with tracking info and lot numbers for each line item.
- Standard shipping label forms which are designed for use with the EasyPost integration.
- These labels will print standard UPS, FedEx and USPS labels.
- The 4x6 portion is a hard-coded image that is retrieved from the EasyPost shipping application.
- Modifications can ONLY be made to the stub portion of the 4x8 label or the Packing Slip w/4x6 Label form.
Only the label image itself. No other info will be printed.
The stub on this label contains info related to the Shipment itself.
The stub on this label contains info from the Sales Order line items.
- This form is designed to print on LETTER size paper.
- It can be folded so that the label portion can be displayed through a packing list window envelope attached to the outside of the parcel.
- This version of the form is designed for ALL Sales Order line items to print on the packing list portion of the form.
- This form is designed to print on LETTER size paper.
- It can be folded so that the label portion can be displayed through a packing list window envelope attached to the outside of the parcel.
- This version of the form is designed to print line items from each specific parcel on the packing list portion of the form.
- CLICK THIS LINK for more info on how to assign contents to each parcel within a shipment.
- This form is designed to print on LEGAL size paper.
- It can be folded so that the label portion can be displayed through a packing list window envelope attached to the outside of the parcel.
- This version of the form is designed to print line items from each specific parcel on the packing list portion of the form.
- CLICK THIS LINK for more info on how to assign contents to each parcel within a shipment.
Standard bill of lading form. Modifications can be made to make this form more specific for your industry.
Accounts Receivable
Modifications can be made to include verbiage related to credit limit, credit hold, late fees, etc. or to show payment history.
Modifications can be made to align the fields on this form to your custom deposit slip stock. Commonly the top portion of this form would be remitted to the bank with the deposit and the bottom portion is kept for your records.
This form can be used as a Payment Receipt for your customer. The form will print either CC Number or Check Number. The detail section will include A/R Credits, Client Deposits and A/R Invoice Receipts.
Accounts Payable
Standard A/P check form in stub - check - stub format.
Modifications can be made to reformat as check - stub - stub format or to rearrange the fields on the check to align with your custom check stock.
Standard Quick check form in check - stub - stub format. This form prints the memo field entered via the Quick Check detail screen.
Modifications can be made to reformat in stub - check - stub format or to rearrange the fields on the check to align with your custom check stock.
The ACH Remittance form is designed to be used when processing non-check payments via the Make Payments screen. If you are using an alternate Payment Type you can use this form to print a remittance for your records.
The Check Detail form is printed from the Check Register and includes the vouchers that were paid on the check.
To print, highlight a check in the Check Register list view and use the printer icon.
To install the Bank Reconciliation Report:
- Download and unzip the ZIP file attached above. There are two files contained within; a custom form installer and a script installer.
- Install the custom forms:
- Navigate to Administration > Custom Forms.
- Select the Action Menu > Import Custom Form.
- Select the attached AVF file.
- Install the script:
- Navigate to Administration > Scripts.
- Select the Action Menu > Load Installer.
- Select the attached AVS file.
To print the Bank Reconciliation Report:
- Navigate to General Ledger > Reconcile Sessions.
- Select the Reconcile Session you want to print. You can use the search tools here to search by account code, statement date, etc.
- Click the printer icon.
- Select the Reconcile Report.
- Print the report.
- After the Checks/Withdraws and Deposits section print, you will be prompted to print the Outstanding Items section. This is optional.
Cleared Checks/Withdraws and Deposits
Outstanding Checks and Deposits (optional)
Purchasing
Modifications can be made to include barcodes to be used in conjunction with the receiving process, use this form as a foundation to create a Debit Memo form, etc.
The Purchase Order Receiver form is designed to be printed AFTER receiving inventory on a PO.
Inventory Holding Open Items report (also sometimes referred to as Accrued Inventory Payable.)
- This report lists Inventory Holding account liability items (i.e. inventory that has been received via PO but no voucher has been entered).
- Items are categorized by Vendor, Part Number and Purchase Order.
- The report can only be run as of the current date.
- The report will tie out to the Trial Balance (as of the current date) if all Purchase Events and Vouchers have been posted.
This label is programmed to be printed after receiving a Purchase Order. The layout is designed to be placed on the corner of a box so all info can be seen from more than one side.
- Highlight the Purchase Order you want to print labels for.
- Click the printer icon and select the "PO Receive Label" form.
- Click the print button.
- If the PO has only one Purchase Event, the labels will automatically print.
- If the PO has more than one Purchase Event, the user will be presented with a dialog to choose which Purchase Event to print labels for.
- One label will be printed for each unit of inventory received.
Warehouse Management and Production
Print the count sheet before you begin counting inventory. There are two columns for count quantity to be written and a column to check off each line as they're completed.
Print the result sheet after counting inventory and marking the Cycle Count as Ready to Post. This report will list results of each line item counted and compared with the system quantity, the cost for each line and the total cost for the count.
Positive numbers indicate inventory is being added; negative numbers indicate inventory is being drawn.
Standard warehouse transfer pick ticket form.
Standard work order form with a single section for the assembly components
Alternate work order form with three sections: Components, Non-inventory and Process Steps.
Note: In the Non-inventory costs section, the Description is required.
As designed, use this form as a handy reference when entering a transactions. The scannable barcode simplifies data entry in situations where you may not already have a source document to scan from.
These are scannable Product Label forms with Product Name, Part Number and Part Number (as a barcode).
