Recent Updates
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Updated on: Sep 09, 2021
Implementation Service Scope and Definition
AcctVantage Implementation services are done on a fixed bid basis rather than an hourly billing approach. This document outlines what is included in that fee, as well as optional services that may be helpful to you.
Manual What Is Implementation? -
Updated on: Sep 03, 2021
Standard Custom Forms
In this article you'll find a printed example for some of the common standard custom forms. Along with examples are links to download the installer for each custom form.
Note before beginning: If there is an existing form in your system with the same title 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 delete a form accidentally, it's always a best practice to perform a database backup prior to installing any forms or reports.
To install a custom form:
- Download the installer to your desktop (all custom form installers end with the extension AVF).
- Go to Administration ➤ Custom Forms.
- Open the Action Menu and choose Import Custom Form.
- Point to the installer that you downloaded in Step #1 and the form will be loaded.
Manual Forms & Reports -
Updated on: Sep 02, 2021
AcctVantage ERP 2021 Series - Release Notes
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.
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Updated on: Sep 02, 2021
Create a Purchase Order
Previous versions of AcctVantage did not allow for mixed Inventory and Non-Inventory line items on a single PO. As of AV 2015.1.2.0 (March 2016), you may have any combination of Inventory and Non-Inventory type lines on a single PO.
Follow these steps to create a basic Purchase Order.
Manual Purchasing -
Updated on: Sep 01, 2021
What's the Latest Version of AcctVantage?
Have you subscribed to our Release Anouncement email?
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October 11, 2016: AcctVantage 2017 is now available! Contact AV Support to schedule your upgrade today!
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Updated on: Aug 31, 2021
Download & Install AcctVantage ERP 2021
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)
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Updated on: Aug 27, 2021
Dashboards
Note: Dashboards were overhauled significantly for AV 2017, see this article for older versions.
The Dashboard windows presents HTML/web based graphs and charts to give you a snapshot view of your company's activity.
The dashboard is powered by the AcctVantage web server. This web server launches automatically by default, but may be shut down manually. If your dashboards do not appear, please verify the AV Web Server is running.
The ability to view dashboards is controlled by settings in System Configuration and a User's Access Record.
Each pane in the Dashboard window is controlled by a script that is installed in the Administration ➤ Scripts window. New Dashboard gauges can be created to your specification by AcctVantage's Professional Services team. Contact AV support for more information.
Manual AcctVantage ERP 101 -
Updated on: Aug 27, 2021
Dashboards
Manual AcctVantage Mobile Articles -
Updated on: Aug 10, 2021
EasyPost - PrintNode Setup for USB Scales
Manual Software Integrations -
Updated on: Aug 10, 2021
EasyPost - Process a Shipment (Sales Order Fulfillment)
Manual Software Integrations