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.

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.)

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

The Correspondence feature allows you to keep track of communication with Clients or Vendors. Correspondence records may be either Email or Note history. This feature can help you to manage relationships with your Clients and Vendors by recording conversations and email messages as well as setting follow up reminders and task notices via the integrated Planner.

A Contact is a person who represents your Client or Vendor and with whom you Correspond regarding transactions. In addition to basic information such as name, address, phone number, and job title, the Contacts area allows you to note what kind of mailings you want the person to receive and view the person’s picture. It also provides space for you to enter any other information you want.