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!

• Clients
• Client / Vendor Addresses
• Contacts
• Contacts - Email Addresses
• Contacts - Phone Numbers
• Products
• Products - Alias
• Products - Bill of Materials
• Products - Client Price Breaks
• Vendors

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.

If you are currently using AcctVantage 2015 or older, you need to contact AV Support before installing AV 2017.

There is no need for a new key file if you are already running AV 2017.0.x.x.  If you are upgrading from an older release, please contact Support to obtain your license key.

****AV 2017.0.0.3  December 19, 2016....If you are upgrading from a previous AV 2017 Version, you MUST also download and install the current AV 2017 Client on each user's computer****  It is unusual to require an AV Client side upgrade in the same series, but is necessary this time.

Click this link to download the current AcctVantage 2017.

Note that there are 4 installers -- AV Server Mac & Windows and AV Client Mac &

Installation Instructions

AcctVantage ERP Client Install Instructions (Mac OS)

AcctVantage ERP Server Install Instructions (Mac OS)

AcctVantage ERP Server Install Instructions (Windows)

Sometimes you might need to cut a check for office supplies (or for that employee appreciation pizza party next Friday! Right?!). Or maybe you need to print an AP Check but you don't want (or need) to go through the typical AP Check printing process. If this is the case, then a Quick Check will be your best bet.

----------------------------------------------------------------------------------------------

*NEW fields for AV 2015* ➤ scroll down to Step #3.2 for more detail

For AV 2015 there is a new Foreign Currency feature that can be used for Purchasing & AP. If you plan on using this feature to print FC checks then you will need to download and install the Foreign Currency custom form for checks.

1. Download the AP Check form with support for Foreign Currency here.
2. Open up the folder where your AV Client application is.
   • Mac: Applications/AcctVantage Client/INSTALL
   • Windows: C:\AcctVantage Client\INSTALL (or C:\Program Files\AcctVantage Client\INSTALL)
3. Within the AcctVantage Client folder you will see a folder titled INSTALL. Drop the custom form installer into the INSTALL folder and restart your AV Client app -- the form will be automatically loaded. The form is named AP Check v6.
4. Select this new custom form to use when printing Quick Checks. See Step #4 below.
   • Note: This is just a standard custom form. It will not automatically be in alignment with your check stock. It is likely that it will require some minor formatting changes in order to line up. Submit a tech support request if you have further questions about this.