Recent Updates
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Updated on: Dec 07, 2017
Video: Connect Excel, FileMaker, etc. to AcctVantage
Manual Administration -
Updated on: Nov 16, 2017
Pre-Payment/Deposit to Vendor
This video covers the various ways you may pay a vendor without requiring a paper check.
Related Articles:
Enter a Voucher (i.e. Enter a Vendor's Invoice)
Pay a bill with an alternate Payment Type (i.e. Credit Card, ACH, Wire, etc.)
Set up an alternate Payment Type (i.e. Credit Card, ACH, EFT, etc.)
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Updated on: Oct 17, 2017
Account for Purchase Price Variance
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Updated on: Aug 31, 2017
Product Import
Any item that you include as a line item on a Sales Order, use in manufacturing, or Purchase for Inventory/stock must have a corresponding Product record. This applies to Service items and Freight/shipping methods as well. Products may be entered manually via the Inventory ➤ Products screen or can be imported using the supplied Product Import Template. When creating a new Product record, the following items are required:
- Part Number (must be unique)
- Product Name (not required to be unique)
- Product Class (cannot be changed once it is selected)
- Product Type (can be set according to the New Product Defaults on the Product Class record)
Before you begin:
Manual Importing Data -
Updated on: Aug 28, 2017
Shipping without a Sales Order
Manual Accounts Receivable / Sales -
Updated on: Aug 22, 2017
View/Edit All Custom Fields on Line Items
Manual All Video Tutorials -
Updated on: Aug 22, 2017
View/Edit All Custom Fields on Line Items
Manual Accounts Receivable / Sales -
Updated on: Jul 25, 2017
Print a Freight-only Credit Memo (or Invoice)
This issue typically arises from the Credit Memo side, but the solution below will work for any Sales Document without a line item. Without this workaround you might try printing a Freight-only Sales Document, only to notice that the form will not print.
The fix requires a change to the custom form you are printing. This will likely require Administrator access in order to reach the Custom Forms window.
Manual Accounts Receivable / Sales -
Updated on: Jun 13, 2017
Adjust Accounts Payable
Did your Vendor invoice your company for an incorrect amount? Maybe they charged you for Freight when they were supposed to pick up the tab? If you've already posted the Voucher, you might need to adjust Accounts Payable. This is accomplished through an Adjusting Journal Entry (accessed through the General Ledger Module.)
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Updated on: May 18, 2017
Add a Shipment to a Sales Order (manually)
Shipment records may be created in AcctVantage either manually or through 3rd party shipping applications. AcctVantage must be configured to integrate with the 3rd party software in order to add shipments automatically. Please contact AV Support for more information on this process.
*The focus of this article will be on the manual addition of a shipment.
Manual Accounts Receivable / Sales