Recent Updates

  • Updated on: Jul 21, 2021

    EasyPost - Integration Setup

    AcctVantage ERP can integrate with ReadyShipper by TrueShip.

    Manual Software Integrations
    Fedex shipping UPS USPS easypost

  • Updated on: Jul 21, 2021

    BigCommerce - Coupon Codes

    Manual Software Integrations
    big commerce webstore

  • Updated on: Jul 14, 2021

    Apply a Client Deposit to a Non-Posted Invoice

    This article will show you how to apply a Client Deposit to an Open Sales Order/Invoice. If you have already posted the Invoice and you need to apply a Client Deposit, 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.

    Manual Accounts Receivable / Sales

  • Updated on: Jul 12, 2021

    Email Client Statements

    Manual Accounts Receivable / Sales

  • Updated on: Jun 22, 2021

    Error when starting Windows AV Client

    Manual Administration
    windows av client access denied

  • Updated on: Jun 04, 2021

    Inventory Shortages - Setup

    A. The first step in setting up the Auto PO is to enable some System Configuration settings that will determine how you want to calculate reorder quantities. There are three methods to do this:

    1. Reorder Quantity: You can indicate a fixed quantity, per Product, that will be reordered when the Product qualifies for Auto PO.
    2. Max Qty less Qty On Hand: AV will calculate the quantity to order based on the Maximum Stock quantity indicated when the Product qualifies for Auto PO.
    3. Use a script: If you have a unique way of calculating your reorder quantities, you can have AcctVantage Professional Services write a script to integrate your logic.

    B. The second step is to enable the Products that you want to be available for this feature.

    C. The last section of this lesson details how the Auto PO feature determines if an Inventory Purchase is necessary.

     

    Manual Accounts Payable / Purchasing
    auto purchase order reorder quantity

  • Updated on: May 27, 2021

    Introduction to the Import Wizard

    The Import Wizard allows for import of XLS files directly into AcctVantage. With this tool you can create and/or update records for a number of supported tables. We’ve made it easy to map your import file to matching fields in the system. We've also indicated which fields are required and which fields need special consideration.

    Each table allows for import of new records in the database. As records are created, AcctVantage will validate the data, ensure that all required fields are included and report back to you if there are any problems. A log file is created containing any rejected records. Simply correct the mistakes and re-import the rejected records directly from the error log file.

    Some tables have an Update Existing Records option. When using this option, the system will attempt to match records based on the chosen key "lookup" field. If a matching record is found in AcctVantage, the data on your import file will overwrite/update the existing record. If no match is found, a new record will be created.

    Please refer to these articles for detailed instructions about each import:

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

    Manual Importing Data

  • Updated on: May 27, 2021

    Inventory Shortages - How to Process

    First, a description of how Auto PO works and then we'll get to the "how-to" part of the article...

    Manual Accounts Payable / Purchasing
    min/max reorder auto purchase order inventory shortages work order Purchase Order

  • Updated on: May 26, 2021

    Product Classes

    This lesson will describe the Product Class set up and how it relates to accounting for Product sales, inventory value and new Product defaults.

    Product Classes are found in the Inventory module (Administration module in AV 2013 and earlier).

    The primary purpose of the Product Class record is to provide a bridge between the sales, production and warehouse operations & the General Ledger accounting system in AcctVantage. By assigning a Product Class to each Product in AcctVantage, the staff in charge of creating new Product records or managing Inventory do not need to be well versed in the accounting operations.

    The Product Class determines the Inventory [Asset] account, Sales [Income] account and Cost of Goods Sold [Expense] account for each Product assigned to the Product Class. The Product Class can also establish default attributes (e.g. Unit of Measure, Product Type, Price Breaks, etc.) for new Product records assigned to the Product Class.

    Note: Once you have assigned a Product Class to a Product record, it cannot be changed!

    Manual Inventory & Warehouse Management
    COGS Product Class Revenue

  • Updated on: May 07, 2021

    Enable Users to Modify the Notes on a Posted Sales Order

    You can modify the Notes and Special Instructions on a posted Sales Order.

    First you'll need to enable specific Users to have this ability. This setting is modified on a per User basis.

    Manual Accounts Receivable / Sales