Recent Updates

  • Updated on: Jun 10, 2024

    Sales Order - Action Menu

    Manual Accounts Receivable / Sales

  • Updated on: Jun 10, 2024

    Email a Sales Document

    This lesson will detail how to email a Purchase Order to your Vendor.

    Note: Each User can be set up to send Email using either an SMTP server or Apple Mail.

    Manual Accounts Receivable / Sales
    email

  • Updated on: May 31, 2024

    Shipping methods

    Shipping Methods, as used in the Ship Via fields on Sales Orders, Purchase Orders and Warehouse Transfers, are established as Product records in AcctVantage.

    Manual Accounts Receivable / Sales

  • Updated on: May 31, 2024

    How do I use the Free Freight Threshold feature?

    The Free Freight feature is useful if you have a Vendor that agrees to waive your freight charges if your Purchase Order is issued for a certain value of goods.

    For example, your Vendor might agree to waive the freight charges if you purchase $2,000 worth of inventory from them. This feature will tell you how close you are to realizing the free freight for Vendors that allow this.

    Manual Accounts Payable / Purchasing

  • Updated on: May 30, 2024

    What are Setup Type Accounts?

    There are features and functions in AcctVantage that automatically use certain GL Accounts that are assigned as Special Accounts. Only a small percentage of your accounts will have a Setup Type assigned and they are generally assigned during the initial implementation of AcctVantage. If you are creating a new account, and think you may need to assign a Setup Type, please consult with Support first.

    To define Special Accounts, assign one of the following Setup Type values to the Account card when creating it.

    • A - AR Aging

        Control Accounts for Client A/R Sub-accounts.

    • A - Checking

        Cash Accounts processing Receipts and Checks.

    • L - Client Deposits

        Control Account for Client Deposits.

    • A - Inventory

        Control Accounts for Product + Warehouse Inventory Sub-accounts.

    • L - AP Aging

        Control Accounts for Vendor A/P Sub-accounts.

    • L - Inventory Holding/Accrued Inventory Payable

        Control Account for Vendor Accrued Inventory Payable Sub-accounts (for Voucher processing for Inventory.)

    • L - Deferred Revenue

        Used to capture sales revenue for Orders that have been Invoiced but not yet Shipped.

    • N - Retained Earnings

        For accumulation of earnings (there can only be one of these accounts.)

    Manual Accounting / General Ledger
    gl account setup type accounts

  • Updated on: May 30, 2024

    Set Up a New GL Account

    This lesson describes how to add a new GL Account to your existing Chart of Accounts.

    Manual Accounting / General Ledger
    chart of accounts general ledger gl

  • Updated on: May 28, 2024

    ReadyShipper Integration

    AcctVantage ERP can integrate with ReadyShipper by TrueShip.

    Manual Accounts Receivable / Sales
    Fedex shipping UPS USPS

  • Updated on: May 28, 2024

    StarShip Keywords

    This article describes the key words that StarShip will recognize for Ship Via methods in AcctVantage.

    Manual Accounts Receivable / Sales

  • Updated on: May 28, 2024

    FedEx Integrator / Ship Manager

    This article provides information on connecting AcctVantage to FedEx without a 3rd party application.

    Manual Accounts Receivable / Sales
    Fedex shipping UPS

  • Updated on: May 28, 2024

    Shipping Software Field Map

    This article lists the AcctVantage field names with corresponding shipping software values and a definition for each field.

    • See the Shipping Integration article for more info on 3rd party shipping software.
    • See the Shipping exchange article for exact steps to integrate communication between AcctVantage and the external shipping software. This article also has examples of each of the files mentioned below.

    _________________________________________________________________________________________________________________

    There are three files typically exchanged in the normal shipment process:

    • The first exchange is a [REQUEST] file sent from the shipping software to AcctVantage.
    • The second exchange is an [ORDHD] file sent from AcctVantage back to the shipping software.
    • The third exchange is a [SHIPMENT] file sent from the shipping software back to AcctVantage.

    Rows in bold below indicated fields normally sent or received by AcctVantage. Non-bolded fields indicate options which may be available in your shipping product, but would require custom scripting to utilize in AcctVantage. Please contact Tech Support for assistance in this area.

    Manual Accounts Receivable / Sales