Recent Updates
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Updated on: Dec 27, 2024
Email Configuration
<p>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.</p> <p>Notes:</p> <ul><li>There are 2 different methods that you can choose from on the Mac platform - <strong>SMTP</strong> or <strong>Mac Mail</strong>. These settings can either be applied globally (i.e. all Users) or for individual Users.</li> <ul><li><em>If using Windows</em>, the only option available at this time is <strong>SMTP</strong>.</li> </ul> <li>With the <strong>Mac Mail</strong> setting enabled there will be a copy of the message in the Sent folder of your Mac Mail application. </li> <ul><li>Also, the first signature found in the Mac Mail client preferences will automatically be attached to each outgoing message. </li> <li>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.</li> </ul> <li>A Correspondence record is created in AcctVantage using either method.</li> </ul>Manual Administration -
Updated on: Dec 24, 2024
Easypost - Pass shipment charges through to the customer
Manual Software Integrations -
Updated on: Dec 24, 2024
EasyPost - Integration Setup
<p>AcctVantage ERP can integrate with ReadyShipper by <a href="http://www.trueship.com" target="_blank">TrueShip</a>.</p>Manual Software Integrations -
Updated on: Dec 13, 2024
Disable Sleep Settings
Manual Administration -
Updated on: Dec 04, 2024
Profit Centers & Departments
<p><strong>Profit Centers & Departments</strong> are used to further categorize and report on <em>Income and Expense activity only</em>. They are optional.</p>Manual Accounting | General Ledger -
Updated on: Nov 25, 2024
AcctVantage ERP Sandbox Setup
<p> 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.</p> <p>The Single User application may also be copied to a laptop or desktop computer, along with a <strong>copy</strong> 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. </p> <p><em>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.</em></p>Manual Administration -
Updated on: Nov 04, 2024
Allow a User to access a specific window
Manual Administration -
Updated on: Nov 04, 2024
Allow a User permission to post transactions
Manual Administration -
Updated on: Nov 04, 2024
Allow a User to modify permissions for other Users
Manual Administration -
Updated on: Nov 04, 2024
Post Transactions
<p>There are two methods that can be used to post transactions to the General Ledger:</p> <ol><li>Through the General Ledger Module ➤ Post Transactions window.</li> <li>By using an Action Menu item (Post Selected Transactions) to post a single record or selection of records in any given module or window that contains post-able transactions. (This option is only available with the Advanced General Ledger Module.)</li> </ol>Manual Accounting | General Ledger