Recent Updates

  • Updated on: May 01, 2020

    Export a List of Records

    In this lesson, we will describe how to export the records that you have found in a List View.  The export will contain the same columns you have enabled on the List View and the records will be in the same order (sorted) that you have on screen.

    Note: The Quick Report editor can also be used to generate an export. With the QR Editor, you can select columns/fields that are not on your List View and also perform many calculations.

  • Updated on: May 01, 2020

    GL Transaction View

    GL Transaction View allows you to view the General Ledger entries created by transactions in AcctVantage. For example:

    • You can view the effect on your General Ledger caused by a specific transaction (Sales Order, Purchase Order, etc.) or group of transactions by Cross Referencing.
    • You can also view the GL Transactions by other criteria (Transaction Date, Account Code, etc.) by using the Quick Search or Power Search functions.

    The GL Transaction View is a powerful auditing and technical support tool. These examples below are only the tip of the iceberg compared to what can be done using this window.

    This is a view-only area; new records cannot be created from this window.

  • Updated on: May 01, 2020

    Create a Bank Deposit

    Bank Deposits are the method that AcctVantage ERP uses to recognize funds received on the Check Register.

    • In order to Create a Bank Deposit, you will need to have received at least one Payment from a Client.
    • If you have a Receipt linked to a Sales Order and you don't want to post the Sales Order yet, then you can still post the Receipt. The Receipt will be converted into a Client Deposit linked to the Sales Order.
    • After a Receipt is added to a Bank Deposit, it is locked in read-only status. If you need to make changes to the record, you'll need to Void the Deposit. Neither the Receipt nor the Deposit can be posted if you want to modify the Receipt.
  • This lesson will detail how to email a Purchase Order to your Vendor.

    Note: Each User can be set up to send Email using either an SMTP server or Apple Mail.

    Manual Sales
  • Updated on: May 01, 2020

    Print a Journal Report

  • Updated on: May 01, 2020

    Inventory Maintenance & Adjustments

    The Inventory Maintenance function allows you to manually add or (draw) Products from Inventory.

    AcctVantage 2017 introduces web browser and bar code scanning functions for Inventory Adjustments.  Refer to this article for more information!

  • Updated on: May 01, 2020

    Email a Purchase Order

    This lesson will detail how to email a Purchase Order to your Vendor.

    Note: Each User can be set up to send Email using either an SMTP server or Apple Mail.

    Manual Purchasing
  • Updated on: Apr 28, 2020

    Big Commerce - Sales Orders

  • Updated on: Apr 17, 2020

    Big Commerce - Web Integrations Log