From time to time after installing an update to Acctivate, users may wonder if it is possible to go back to a previous version of Acctivate. This can be desired for a number of reasons. However, Acctivate users should be…
Articles
Impact of Changing Cost Methods
Within the product window of a product in Acctivate, users can set up an initial Cost Method. The ones available from the drop down list are: Average LIFO FIFO Standard (For more information about Cost Methods in general, click here)…
Posted in Accounting
“Only one sales order may be opened from the Product Detail Lines…” Message Explanation
While using Acctivate, you may have encountered the following message: This message is returned when you attempt to open more than one sales order from within the product window’s history tab. This block was set up in Acctivate version 7.0…
Batch Updating Workflow Statuses on Orders
With the introduction of the Order Manager in Acctivate 10.2, we’ve included the ability to batch update the workflow statuses of your orders. This eliminates the need to make individual changes to orders and saves users valuable time. For more…
Posted in Order Manager, Sales
Examples of Quick Filters in the Order Manager
Within the Order Manager window, users have the option to filter the views by additional conditions. These filters don’t last beyond the time that the Order Manager window is open, but they can be useful to narrow down the data…
Posted in Order Manager
Order Manager Quick Filters Are Not Saved
The main purpose for the Quick Filter is to give you the option to quickly sort your standard views to give you specific data that you may need at that moment. When using the Quick Filter feature in Order Manager, it…
Posted in Order Manager
Index of Quickbooks Sync Errors
This article is a list of links to articles on the helpsite that deal with common sync errors users may encounter from time to time syncing with Quickbooks. We’ll update this list regularly, but if your error isn’t on the…
Posted in QuickBooks and Sync
Creating a Template Sales Order
If you are making the same general sales order (same customer, products, and/or quantities) on a regular basis, a way of speeding up this process is by creating a template sales order. This template can then be called up each…
Locating the Server with Acctivate’s Active Database
When using more than one server, there may come a time when Acctivate’s database is copied from one server to another one. This is especially true if you have undergone a server migration at some point in the past. While…
“Linked item is not in the database…” message when creating a new note
Every now and then, you may come across the following message when trying to save a new note to a new customer or product: “Linked item is not in the database. If it is new, save the linked item, or…
Posted in Customer
