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.

Notes:

• 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.

AcctVantage ERP can integrate with ReadyShipper by TrueShip.

Profit Centers & Departments are used to further categorize and report on Income and Expense activity only. They are optional.

There are times when it is necessary to run a utility or do a process in "single user mode" in AcctVantage.  Single user simply refers to AcctVantage running in a stand-alone environment rather than using the AV Server application and a desktop/mobile client.

The Single User application may also be copied to a laptop or desktop computer, along with a copy of your company data file.  This would allow you to work on new processes, train new staff or take a snapshot of the data with you on the road.

Note: There is not a 'merge' function, any data entry done in the copy of the data file will not be present in the 'live' system.