Recent Updates

  • Updated on: Jun 24, 2020

    Disable Sleep Settings

  • Updated on: Jun 18, 2020

    Email Configuration

    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.
  • Updated on: Jun 18, 2020

    Email tab

  • Updated on: Jun 10, 2020

    Use AcctVantage with Windows Firewall

  • Updated on: Jun 09, 2020

    Standard Custom Forms

    In this article you'll find a printed example for some of the common standard custom forms. Along with examples are links to download the installer for each custom form.

    Note before beginning: If there is an existing form in your system with the same title as the form you are loading, the system will overwrite the old form with the new one. The name of the AVF file you download IS NOT the same as the name of the form. To be certain that you don't delete a form accidentally, it's always a best practice to perform a database backup prior to installing any forms or reports.

    To install a custom form:

    1. Download the installer to your desktop (all custom form installers end with the extension AVF).
    2. Go to Administration ➤ Custom Forms.
    3. Open the Action Menu and choose Import Custom Form.
    4. Point to the installer that you downloaded in Step #1 and the form will be loaded.
  • These instructions are only relevant to install the incremental AcctVantage releases (i.e. updating from 2013.0.0.0 to 2013.0.0.1)

    *If you are upgrading from AV 2015 (or prior) please contact us at 828-692-3301 or support@acctvantage.com

  • These instructions are only relevant to install the incremental AcctVantage releases (i.e. updating from 2013.0.0.0 to 2013.0.0.1)

    *If you are upgrading from AV 2015 (or prior) please contact us at 828-692-3301 or support@acctvantage.com

  • Updated on: May 19, 2020

    Customer Care Program

    We often get questions about the difference between Technical Support and Consulting. People wonder, "Where's the line?" or "How do I know when I've crossed it?" Given that Technical Support is covered by your CCP membership and Consulting is billed by the hour, these are important questions!

    • Technical Support helps you to understand why the software is doing what it's doing or reproduce any error condition you may encounter so we can get it on our fix list.
    • Consulting covers anything else, like creating reports, anything to do with custom scripts, helping you learn how to use the software (i.e training), or helping you figure out how to best utilize the software in your business, among many other things.

    That said, here are our official definitions and policies:

  • Updated on: May 15, 2020

    Inventory Adjustment

  • Updated on: May 15, 2020

    Sales Order - Pick Pack