Recent Updates

  • Updated on: Jan 07, 2019

    Payroll Import

    <p>The <strong>Payroll Import</strong> 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 <strong><a href="http://checkmark.com/products/payroll.php" target="_blank">CheckMark Payroll.</a></strong> </p> <ul><li>Refer to the CheckMark documentation for processing payroll transactions. </li> <li>Payroll checks are printed from the Checkmark Payroll system. </li> <li>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. </li> </ul>
    Manual Accounting | General Ledger
    2017

  • Updated on: Oct 16, 2018

    iCal integration - Proof of Concept

    Manual All Video Tutorials

  • Updated on: Oct 10, 2018

    Background Color - Script Example

    Manual Custom Forms | Reports | Scripts

  • Updated on: Aug 03, 2018

    Work Order Fix

    <p>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, <strong><a href="../../9723/l/82759?data-resolve-url=true&amp;data-manual-id=9723" data-object-class="article" data-object-uuid="5F4F93EA-D26C-49BE-A5EF-29C435F3FCD0" data-object-manual-uuid="C1E48560-6A34-0130-672E-12313804AAC3" data-resolve-url="true" target="_blank">AV Support</a></strong> may direct you to use this utility in order to Post the Work Order.</p> <p>You must be logged in as an Administrator to use this Utility.</p>
    Manual Administration

  • Updated on: May 16, 2018

    NACHA File Export

    Manual Accounts Payable | Purchasing

  • Updated on: May 16, 2018

    Check Register overview

    <p>The <strong>Check Register</strong> 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. </p> <ul><li><strong>AP Disbursement Checks</strong> 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 <strong><a href="../../9726/l/58441?data-resolve-url=true&amp;data-manual-id=9726" data-object-class="article" data-object-uuid="828B6442-A7FF-45B0-B808-5947158841E6" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank">Set Up and Print an AP </a></strong><strong>Check</strong><strong><a href="../../9726/l/58441?data-resolve-url=true&amp;data-manual-id=9726" data-object-class="article" data-object-uuid="828B6442-A7FF-45B0-B808-5947158841E6" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank"> Run.</a></strong></li> <li><strong>Payroll Checks</strong> are created automatically when you import the payroll information into AcctVantage from your payroll program.</li> <li><strong>Quick Checks</strong> 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 <strong><a href="../../9726/l/58433?data-resolve-url=true&amp;data-manual-id=9726" data-object-class="article" data-object-uuid="E901E398-5EF4-4CF4-9C48-286877782B3E" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank">Enter and Print a Quick Check.</a></strong></li> </ul>
    Manual Accounts Payable | Purchasing

  • Updated on: May 16, 2018

    Multiple Company Data Files

    Manual Administration

  • Updated on: Mar 23, 2018

    Convert a Quote to an Order/Invoice Details

    <p>There are two methods available for <strong>converting Quotes to Orders</strong>: </p> <ol><li><strong>Flip the Quote record directly into an Order</strong>. </li> <ul><li>The Quote record <span style="text-decoration:underline">is not saved</span> intact using this method.</li> </ul> <li><strong>Generate multiple Orders from a single Quote</strong>. </li> <ul><li>The Quote record <span style="text-decoration:underline">is saved</span> using this method.</li> <li>This method is useful if you have Clients who frequently order the same (or a similar) set of Products.</li> <li>Activating the <strong>Marked</strong> column for line item entry will also activate the ability to generate multiple Orders from a single Quote. </li> </ul> </ol>
    Manual Accounts Receivable | Sales

  • Updated on: Mar 22, 2018

    Once Daily Update

    Manual Administration

  • Updated on: Feb 21, 2018

    AcctVantage Version Number

    Manual Administration