Recent Updates

  • 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.


    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.
  • Updated on: Jun 30, 2020

    Record a Payment with the Order


    Manual Sales
  • Updated on: Jun 30, 2020

    Receive a Payment from a Customer.

    After you have taken a customer's order, fulfilled the order and sent an invoice, the next step in the AR process is to receive a payment from your customer. This lesson will describe how to enter a standard Receipt in the form of a check. Check out this article if you need to enter a Receipt from a method other than a check.

  • Manual Sales
  • Updated on: Jun 26, 2020

    Ship To / Bill To Addresses

    *New fields added for AV2015* ➤ scroll down to Step #3

    When working with large companies, it is often necessary to keep several shipping or mailing addresses on file for each company. The Ship/Bill To area allows you to keep as many additional addresses as needed for your Clients and Vendors. You can choose from these additional addresses when creating a Sales Order or Purchase Order.

    Note: Also see the article on how to Import Alternate Shipping and Billing Addresses.

    Manual Sales
  • Updated on: Jun 24, 2020

    Disable Sleep Settings

  • IMPORTANT NOTE: This version of AcctVantage is based on 4D v15. If you are currently running AV 2015 or a previous version (based on 4D v13 or earlier) you will need to obtain licenses for 4D v15 prior to beginning the process to update to this version.

  • Updated on: Jun 22, 2020

    Download & Install AcctVantage ERP 2020

    If you are currently using AcctVantage 2015 or older, you need to contact AV Support before installing AV 2017.

    There is no need for a new key file if you are already running AV 2017.0.x.x.  If you are upgrading from an older release, please contact Support to obtain your license key.


    ****AV 2017.0.0.3  December 19, 2016....If you are upgrading from a previous AV 2017 Version, you MUST also download and install the current AV 2017 Client on each user's computer****  It is unusual to require an AV Client side upgrade in the same series, but is necessary this time.



    Click this link to download the current AcctVantage 2017.

    Note that there are 4 installers -- AV Server Mac & Windows and AV Client Mac &

    Installation Instructions

    AcctVantage ERP Client Install Instructions (Mac OS)

    AcctVantage ERP Server Install Instructions (Mac OS)

    AcctVantage ERP Server Install Instructions (Windows)

  • Updated on: Jun 18, 2020

    Email Configuration

    If you are using AcctVantage to email any documents (i.e Sales Documents, Purchasing Documents, Client Statements, etc.) you will need to set up the software to use this functionality.


    • There are 2 different methods that you can choose from on the Mac platform - SMTP or Mac Mail. These settings can either be applied globally (i.e. all Users) or for individual Users.
      • If using Windows, the only option available at this time is SMTP.
    • With the Mac Mail setting enabled there will be a copy of the message in the Sent folder of your Mac Mail application.
      • Also, the first signature found in the Mac Mail client preferences will automatically be attached to each outgoing message.
      • If you have multiple signatures saved here, you can move your preferred signature for AcctVantage to the top of the list by clicking and dragging it above the others.
    • A Correspondence record is created in AcctVantage using either method.
  • Updated on: Jun 18, 2020

    Email tab