If you are using AcctVantage to email any documents (i.e Sales Documents, Purchasing Documents, Client Statements, etc.) you will need to set up the software to use this functionality.

Notes:

• There are 2 different methods that you can choose from on the Mac platform - SMTP or Mac Mail. These settings can either be applied globally (i.e. all Users) or for individual Users.
• If using Windows, the only option available at this time is SMTP.
• With the Mac Mail setting enabled there will be a copy of the message in the Sent folder of your Mac Mail application.
• Also, the first signature found in the Mac Mail client preferences will automatically be attached to each outgoing message.
• If you have multiple signatures saved here, you can move your preferred signature for AcctVantage to the top of the list by clicking and dragging it above the others.
• A Correspondence record is created in AcctVantage using either method.

The Job Costing area allows you to track income and expenses for specific projects. A Job can be anything for which you want to track associated income and expenses (e.g., Product R&D, a special project, trade show, etc.) Jobs are comprised of multiple Phases and Tasks.

AcctVantage uses various transactions (e.g., Invoices, Credit Memos, Inventory Maintenance Transactions, Purchase Orders) to record Job data. Users can also assign miscellaneous transactions directly on the Job form.