Recent Updates

  • If you are currently using a version prior to v2013.2.0.0, you need to contact AV Support before installing AV 2015. Failure to do so could render some of your data irreparable

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    Click this link to download AcctVantage for Windows.

    Note that there are 2 installers -- one for the AV Server and one for the AV Client:

    1. AcctVantage ERP Server 2015 for Windows
    2. AcctVantage ERP Client 2015 for Windows.  Note: You do not need to update AV Client unless you are upgrading from AV 2013 or earlier.
  • Updated on: May 01, 2018

    Download AcctVantage ERP 2015 - for Mac

    If you are currently using a version prior to v2013.2.0.0, you need to contact AV Support before installing AV 2015. Failure to do so could render some of your data irreparable

    ------------------------------------------------------------------------------------------------------------

    Click this link to download AcctVantage for Mac.

    Note that there are 2 installers -- one for the AV Server and one for the AV Client:

    1. AcctVantage ERP Server 2015 for Mac
    2. AcctVantage ERP Client 2015 for Mac  Note: You do not need to update existing AV Clients unless you are upgrading from AV 2013 or earlier.
  • Updated on: Apr 11, 2018

    Brokered or Commission Sales

    AcctVantage 2009.1.1.0 (released March 2010) introduces a new "Brokered Sales" feature. This process is also commonly referred to as "Commission Sales". The purpose of the feature is to allow the tracking and reporting of sales for both a "Principal" and an "End User". Manufacturer's Rep companies will use this feature extensively.

    Principal Client is the actual customer that will be invoiced for the sold items. The principal is the client that will pay you for the invoiced amount. The invoiced amount is usually a commission or fee for brokering a sale to the End User on behalf of the Principal.

    End User Client is the ultimate destination of the goods/services.

    Entering a Brokered Sale

    The Quote/Order/Invoice will use the Principal client as the main relation on the sale. when creating the new Quote/Order, enter the Principal's name on the order as if it were a normal, direct sale to the Principal.

    On the Bill To/Ship To tab of the Quote/Order, you will see a new entry field for "End User". Key the End User client name here. When you do so, the Ship To address will automatically change to match the End User's default Ship To address. The Ship To Address selection tool will also display any alternate addresses on file for the End User client. Assigning the End User company on the Bill To/Ship To tab will allow you to track and report on this sale at both the Principal AND End User level. Cross-Referencing the Order to the Client list for example will result in BOTH client companies being found and presented.

    The Bill To remains associated with the Principal company.

    Entering Line Items on a Brokered Sale

    Each line item can have both a Unit Price and a Brokered Price captured, along with appropriate extended values for each. The Brokered Price is used to indicate the price quoted to the End User. This price does not effect your accounting or invoicing in any way; it is there just to record the quoted/bid amount to the End User.

    Note: To activate the Brokered Price column(s), you will need to go to Administration > System Configuration. On the Line Items tab, make the fields/columns visible and entereable via the Invoice Detail Column Editor (Edit Detail Column Configuration.)

    The Unit Price is your actual revenue to be collected from the Principal for this line item. Just like a direct sale, the Unit Price drives your Invoice Amount and the posting to your sales general ledger accounts.

    As of March 2010, there are no automated calculations for the Brokered Price or Unit Price based on a change in either value. This can be addressed case by case via scripting; contact your AcctVantage representative for details on adding scripted pricing.

    Reporting Brokered Sales

    A Custom Form template is available for an "Brokered Sale Document, End User". This is a Custom Form that can be modified as necessary. The form mirrors the standard AcctVantage Order/Invoice/Quote document with the following changes:

    • Eliminate the "Bill To" area
    • Present the Brokered Price and extensions instead of the Unit Price
    • Calculate totals based on Brokered Price extensions

    Download the "Brokered Sale Document, End User" here.

    To install the Custom Form, go to Administration > Custom Forms. Use the Action Menu to Import the downloaded installer.

    The Sales Analysis screen records carry new fields for Brokered Price and extensions for use in Quick Reporting.

    Manual Sales
  • Technical Support Note:

    Due to the complex nature of this feature, standard technical support will be limited to helping set up the SQL server and demonstrating the connection with either Microsoft Excel or Filemaker. Any additional customization or training may be requested as a paid project.

  • Updated on: Mar 24, 2018

    EasyPost - Hazardous Materials (HazMat)

    Manual Sales
  • Updated on: Mar 24, 2018

    Barcode Printing

  • There are two methods available for converting Quotes to Orders:

    1. Flip the Quote record directly into an Order.
      • The Quote record is not saved intact using this method.
    2. Generate multiple Orders from a single Quote.
      • The Quote record is saved using this method.
      • This method is useful if you have Clients who frequently order the same (or a similar) set of Products.
      • Activating the Marked column for line item entry will also activate the ability to generate multiple Orders from a single Quote.
    Manual Sales
  • Updated on: Mar 23, 2018

    EasyPost - International Shipments

    Manual Sales
  • When you receive an invoice from your Vendor, the AP Voucher is the tool we use to record the payable and get it into the queue for payment. Vouchers are used to reconcile invoices from Purchase Order receipts as well as to record direct expenses.

  • Updated on: Mar 23, 2018

    Once Daily Update