Recent Updates

  • Updated on: Feb 02, 2023

    Quote Status & Expiration Date

    A new feature for v2013.1.0.0 is the ability to have a Quote Status and Quote Expiration Date. The Expiration Date is not "enforced" - it is purely informational. In other words, the Quote can still be flipped into a Sales Order after the Expiration Date if your Sales Team just disregards the date.

    The process to Create a Quote is detailed here.

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Show AP Aging Columns in the Disbursement window

    A new feature for AcctVantage 2013.0.0.3 is the ability to have AP Aging Columns displayed in the AP Disbursement window. These will be the same columns you are used to seeing in the AP Aging window.

    • If you have made any changes to the Standard AP Disbursement View Definition, you'll want to follow the instructions for Steps 1-6 (below) to add the AP Aging Columns. This is necessary so you don't overwrite any custom changes you've made to the View Definition. Skip to the Alternate Instructions @ Step 1 for more information.
    • If you are using the Standard AP Disbursement View Definition, you can download and install the new Standard AP Disbursement View Definition, which will update the window to include these columns.

    For more on the View Editor see this article.

    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    Save Your Email Password

    By default AcctVantage will require each User to enter their Email Password once per session when emailing documents from within the program. However, starting with v2013.0.0.2, each User can save their email password in AcctVantage so it won't need to be entered every day.

    Manual Administration

  • Updated on: Feb 02, 2023

    Rebuild Invoice

    If an Invoice won't save or post, under certain circumstances the Rebuild Invoice Utility can be used to fix this.

    Manual Administration
    rebuild invoice

  • Updated on: Feb 02, 2023

    Backorder Hold Tag

    The Back Order Hold Tag feature includes a set of System Configuration options to streamline filling of Backorders and creation of Ord-BOs. When an item on Backorder is marked to fill the User may be prompted to print a Backorder Hold Tag to attach to the filled units on the shelf. When the last Backordered item for a Sales Order has been filled, the user may be prompted to create an Ord-BO and to print the Sales Order.

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Payroll Import Setup

    The Payroll Import area allows you to import payroll data from CheckMark Software, Inc.’s Payroll system. The use of this feature requires a license (sold separately) for CheckMark Payroll.

    Before you can use the Payroll Import feature, there are a few things that need to be set up.

    Manual Accounting / General Ledger

  • Updated on: Feb 02, 2023

    Void/Delete a Client or Prospect record

    This article describes the criteria for Voiding vs. Deleting a Client or Prospect record. The term Client will be used to describe both Client and Prospect records in this article.

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Quick Entry

    The Quick Entry feature provides a quick way to enter commonplace orders for new customers. The information entered here will be used to make new records for the customer including a Client record, a Contact record, an Order record, and a Correspondence record.

    Note: The Products included in a Quick Entry order must be defined as such on the Product record. (Open the Product record, select the Other Info tab and check the Quick Entry box.)

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Print an Order as an Invoice

    If you need to print a non-posted Sales Order as an Invoice, you've come to the right place!

    You will need two things to make this happen:

    1. The Custom Form for the Invoice that you want to print instead of the Sales Order form. This form typically will be titled Invoice but will display quantities that have been Ordered (instead of quantities that have Shipped like a normal Invoice).
    2. The ability to log in as Administrator and change settings in System Configuration.
    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Cascade Windows

    The Cascade Windows feature is used to bring all open AcctVantage windows into one stack of windows.

    Manual AcctVantage ERP 101