Recent Updates
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Updated on: Jan 16, 2019
Total in list view appears as “> LIMIT”
The sum shown in the bottom row of some columns in list view is constrained to a maximum number of records which is set in the System Setup. If the current number of records exceeds this setting, instead of a total the word LIMIT appears.
This constraint is in place to optimize efficiency of performance in the system. If memory and hardware is adequate, the limit can be raised so that totals may be displayed on larger numbers of records in the list view. Follow these steps:
- Go to Administration ➤ System Setup.
- Select the Tools & Custom tab.
- In the List View Limit field, enter the desired value (e.g. 10,000).
- Click OK to close the System Setup screen.
- Close any relevant windows and re-open them to see the new change take effect.
Manual AcctVantage ERP 101 -
Updated on: Jan 16, 2019
Searching in a List View window
When you open a Window in AcctVantage, you will be presented with the List View. This layout provides all of the tools necessary to search for existing records, create new records, produce reports and generally perform any task necessary for that Window.
A note for technically-oriented people: Each AcctVantage Window (List View), represents a specific “table” in the database while each item in the List View is a “record.”
Quick Search Basics
The Quick Search drop-down menu gives you access to selected database fields for the screen you are currently viewing. Your Administrator controls which fields are displayed in this list (and the order in which they are displayed) so you can tailor your search to your needs. For example, in the Product screen you could search for Products using the Part Number as your criteria.
Once you’ve selected the field to search by, enter the criteria in the Starting and Ending entry fields. Using both the Starting and Ending will allow you to define a range of values to find matching criteria. You can use only the Starting criteria if a range is not needed. The more you enter into the search criteria, the narrower will be the resulting list of records.
If you are looking for a much more detailed method of searching tables in AV see the lesson on Power Searches.
Manual AcctVantage ERP 101 -
Updated on: Jan 15, 2019
The List View - AcctVantage's Primary Search Screen
Manual AcctVantage ERP 101 -
Updated on: Jan 07, 2019
Payroll Import
The Payroll Import area allows you to import payroll data from CheckMark Software, Inc.’s Payroll system. The use of this feature requires a license (sold separately) for CheckMark Payroll.
- Refer to the CheckMark documentation for processing payroll transactions.
- Payroll checks are printed from the Checkmark Payroll system.
- After importing payroll data, AcctVantage will create an Adjusting Journal Entry to the designated checking account(s), along with all other payroll accounts, but will not create individual check records.
Manual Accounting / General Ledger -
Updated on: Oct 16, 2018
iCal integration - Proof of Concept
Manual All Video Tutorials -
Updated on: Oct 10, 2018
Background Color - Script Example
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Updated on: Aug 03, 2018
Work Order Fix
The Work Order Fix Utility is used to fix Work Orders that will not post. Depending on the error message that appears when the Work Order is attempted to be posted, AV Support may direct you to use this utility in order to Post the Work Order.
You must be logged in as an Administrator to use this Utility.
Manual Administration -
Updated on: May 16, 2018
NACHA File Export
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Updated on: May 16, 2018
Check Register overview
The Check Register allows you to keep track of the Checks you write. There are three types of Checks within AcctVantage: AP Disbursement Checks, Payroll Checks, and Quick Checks.
- AP Disbursement Checks cannot be manually created. They are created by AcctVantage when you mark a Disbursement for payment. For instructions on creating AP Disbursement Checks, see the article on how to Set Up and Print an AP Check Run.
- Payroll Checks are created automatically when you import the payroll information into AcctVantage from your payroll program.
- Quick Checks are the only kind of checks that can be created manually. These are checks that you can create and print (or hand-write) on the fly. Quick Checks do not have a Voucher created for them. A common use for Quick Checks is for payment to individuals or companies that are not set up as Vendors. Quick Checks allow you to pay anyone you wish and, unlike Vouchers, do not require you to enter the payee into the system. For instructions on creating Quick Checks, see the article on how to Enter and Print a Quick Check.
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Updated on: May 16, 2018
Multiple Company Data Files
Manual Administration