Recent Updates

  • Updated on: Jan 31, 2019

    What Are Scripts?

    A Script is a text file that contains code for a specific action. By using text file scripts, Beckware can deliver custom tailored functions, occasional data updates and other “quick” development projects without requiring a new version of the software. The script code becomes part of your data file rather than being incorporated into the actual AcctVantage application.

    Some scripts can be used as Action Menu items that you will use often. Other scripts will be used to address a particular data update issue or very specific function.

    Manual Scripts
  • Updated on: Jan 31, 2019

    Who Can Write a Script?

    Only AcctVantage Technical Support or AcctVantage Professional Services can create scripts. End Users, even Administrators, do not have access to create new scripts. The only exception to this would be for AcctVantage sites that have licensed the Source Code. The first step in having a script created is to contact AcctVantage Technical Support with a description of the feature/function that you need.

    Manual Scripts
  • Updated on: Jan 24, 2019

    Add Inventory to an Existing Lot

  • 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:

    1. Go to Administration ➤ System Setup.
    2. Select the Tools & Custom tab.
    3. In the List View Limit field, enter the desired value (e.g. 10,000).
    4. Click OK to close the System Setup screen.
    5. Close any relevant windows and re-open them to see the new change take effect.
  • 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.

  • 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 Payroll
  • Updated on: Jan 02, 2019

    Attach a Document to a Record

    You can attach documents to just about any record in AcctVantage. Some specific examples of how to use this feature might be:

    • Attach a contract to a Client or Vendor record.
    • Attach a schematic to an Assembly Product record.
    • Attach a Client's Purchase Order to a Sales Order record.
    • Attach a Vendor Invoice to a Voucher record.
    • and many others...

    Most of the common document file types are supported (PDF, DOC, TXT, JPG, etc).

  • Updated on: Jan 02, 2019

    Open a New Fiscal Year

    The Fiscal Period Setup area allows you to define your company’s fiscal year, or accounting period. Fiscal years are normally 365 days, but if your company is redefining when its year begins and ends, AcctVantage allows you to create a short year to bridge to the new start date.

    AcctVantage does allow you to divide your fiscal year into any kind of periods you want, from calendar months to x number of days, although this would be extremely rare. You can even edit the date when each period begins or ends. The only restriction is that once you have entered a transaction for the year, you can no longer change the periods within it.

    Note: Please contact AcctVantage Support if you plan on using Fiscal Periods that are a customized length (i.e. NOT the standard 12 months).

  • Updated on: Dec 20, 2018

    Monthly Data Maintenance Procedure

    ***Our recommendation is that Data Maintenance should be performed on (at least) a monthly basis for optimal performance of your system.***


    The Data Maintenance process was greatly simplified in AcctVantage 2012 (and beyond) from previous versions and is now completed with a simple click of a button. Follow the steps below to complete this process.