Recent Updates

  • Updated on: Mar 23, 2022

    AcctVantage ERP 2017 - System Requirements

    Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.

    AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software. However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.

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    Notes on Operating Systems:  

    • AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems.  
      • For Macintosh, certifications are done at the 10.x level, meaning that an AcctVantage version certified for 10.5 or earlier will not operate on a server or client running Mac OS 10.4.  
      • For Windows, the certification is done by major release version such as Windows XP or Windows 7.
    • We suggest turning OFF all Automatic Update programs that may update an Operating System version. The OS certification applies to both Server and Client machines.
    • Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.
    • AcctVantage operates on a Local Area Network (LAN) using TCP/IP protocols. If all users are on the same LAN, then dynamic IP address assignment is acceptable. It is recommended that all LAN connections be routed through switches rather than hubs and that “daisy-chaining” of switches and/or hubs be avoided.
    Manual Downloads, Release Notes & System Requirements
    implementation 2017

  • Updated on: Mar 23, 2022

    Import Wizard - Vendors

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Vendor Name: This field is required when creating new records. It can also be used as a key to lookup Vendor records when choosing the Update Existing Records option.
    • ID: This field is not required. It can be used as a key to lookup Vendor records when choosing the Update Existing Records option.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Products - Client Price Breaks

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Part Number: This field is required.
    • Price Break Level (aka Price Break Type): This field is required.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Products - Bill of Materials

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Kit or Assembly Part Number: This field is required whether creating a new BOM or updating the existing BOM.
    • Component Part Number: This field is required whether creating a new BOM or updating the existing BOM.
    • Component Quantity: This field is required whether creating a new BOM or updating the existing BOM.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Products - Alias

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Alias: This field is required.
    • Part Number: This field is required.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Products

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Part Number: This field is required when creating new records. It can also be used as a key when choosing the Update Existing Records option.
    • Product Name: This field is required when creating new records.
    • Product Class: This field is required when creating new records. It must match an existing Product Class.
      • Once a Product record is created, the Product Class can not be changed.
      • Navigate to Administration ➤ Product Classes and click Show All to find the Product Classes that you can use on your import file.
    • Default Type Override: This field is not required, however, if you don't designate a Product Type then all of the new records from the import file will be created as Inventory Products.
      • Once a Product record is created, the Product Type can not be changed.
      • If you want to import specific types of Products, you can do so by using one of these five Product types here:
        • Assembly
        • Freight
        • Inventory
        • Kit
        • Non-Inventory
    • ID: This field is not used for creating new Product records. It can be used as a key when choosing the Update Existing Records option.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Contacts - Telephone Numbers

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Client / Vendor: This field is required. It is used to indicate if the Contact record being imported/updated is related to a Client or Vendor record. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Company Name: This field is required in order to properly match the Contact. It must match an existing Client or Vendor record.
    • Contact Last Name: This field is required. It must match the Last Name of an existing Contact record.
    • Phone Number: This field is required.
    • Contact First Name: This field is recommended when creating new records. It would be 100% necessary if you have a more than one Contact with the same last name who works for the same company.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Contacts - Email Addresses

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Client / Vendor: This field is required. It is used to indicate if the Contact record being imported/updated is related to a Client or Vendor record. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Company Name: This field is required in order to properly match the Contact. It must match an existing Client or Vendor record.
    • Contact Last Name: This field is required. It must match the Last Name of an existing Contact record.
    • Email Address: This field is required.
    • Contact First Name: This field is recommended when creating new records. It would be 100% necessary if you have a more than one Contact with the same last name who works for the same company.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Contacts

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Client / Vendor: This field is required. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Client / Vendor Num: When updating records, either this field or the Company Name field are required in order to match the Contact to the appropriate Client or Vendor record.
    • Company Name: This field is required when creating new records. It must match an existing Client or Vendor Name. It can also be used as a key (in combination with the Contact Last Name) to lookup Contact records when choosing the Update Existing Records option.
    • Company First Name: This field is required when creating new records if the Client or Vendor record is using the First Name (The) field.
    • Contact Last Name: This field is required when creating new records. It can also be used as a key (in combination with the Client/Vendor Name) to lookup Contact records when choosing the Update Existing Records option.
    • ID: This field should be left blank when creating new records. It can be used as a key to lookup Contact records when choosing the Update Existing Records option.
    Manual Importing Data

  • Updated on: Mar 23, 2022

    Import Wizard - Client/Vendor Addresses

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Client / Vendor: This field is required. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Company Name: This field is required. It must match an existing Client or Vendor Name.
    • Company First Name: This field is used only if you are using the First Name (The) field on the Client record.
    • Default Shipping Method: This field is not required. However, if you want to use it then it must match an existing Freight-type Product. Navigate to Inventory ➤ Products and use the Filter By menu to find the Freight items you can use on your import file.
    • Tax Area: This field is not required. However, if you want to use it then it must match an existing Tax Area. Navigate to General Ledger ➤ Tax Areas to find the Tax Areas you can use on your import file.
    Manual Importing Data