Employee records are used to track basic information about your staff.

Any Employee can be used as an Account Manager for Clients, Sales Orders, Vendors, Purchase Orders, etc. When you create an Employee record, a corresponding User record is also created, though no access is granted.  If desired, to grant access and establish the Employee/User's privileges, go to the  User Access Levels screen.

By recording a Social Security Number, you can also link data from CheckMark software’s payroll system that integrates with AcctVantage. AcctVantage views employee payroll information as extremely confidential, so all payroll information is maintained outside of AcctVantage in a system such as CheckMark or your 3rd party payroll service. When importing into AcctVantage, only a memo with check number is linked to the employee records.

Note: Creating an Employee record for someone does not allow that person access to AcctVantage. To provide access to AcctVantage, you must uncheck the Revoke Access box on the User record for the person.

While there are legitimate reasons to change the sequence of check numbers in AcctVantage to use a lower check number, this can cause issues if it is used frivolously. It is best to use these instructions with guidance from AcctVantage Support.

PLEASE USE THIS ARTICLE WITH CAUTION!

AcctVantage can be set up with one of the following AP Check printing options:

1. Pay/print 1 Disbursement per Vendor per AP Check.
2. Pay/print 10 Disbursements per Vendor per AP Check.
3. Pay/print ALL Disbursements per Vendor per AP Check.

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• Regardless of which setting is in place: during the AP Check printing process, checks with 10 or fewer Disbursements will have the detail printed on each stub of the check form.
• If option #3 is selected: when any check in the print queue contains 11+ Disbursements, then:
• A separate Print Dialog will be presented to print Disbursement Detail (check stub data) on a separate form.
• The Print Dialog is displayed after Checks have printed. Presenting a separate Print Dialog affords the User an opportunity to specify a different Printer or to exchange check stock for plain paper.
• No stub detail will print on the actual check when 11+ Disbursements are paid on a single check. 
• The Void and Reprint Checks window is presented after the Disbursement Detail Print dialog.

These instructions will teach you how to apply a Client Deposit (i.e. a pre-payment) to a Posted Invoice. If you have an Invoice that has not been posted yet and you want to apply a Client Deposit to it, see this article.

Note: This article assumes that there is already a Posted Client Deposit or A/R Credit. If there is not, please see the article on how to Enter a Client Deposit.

Each Client record can have an unlimited number of alternate addresses used for Shipping or Billing purposes. The Ship To or Bill To Addresses can be entered manually via the Sales Module ➤ Ship/Bill To screen or imported using the provided template. When creating a new Ship/Bill To record, the following items are required:

• Parent Client (or Vendor) Name
• Ship To Company Name
• Zip Code

Notes:

• By default, the address stored on the main Client record is used as the default shipping/billing address.
• During import, you may indicate a default Shipping address.
• Any address may be used as a Shipping or Billing address for any given Sales Order.
  

Before you begin:

• Make a Backup of your AcctVantage Data File.
• Download the Client Addresses Import Template here.