In recent versions of Acctivate, users are able to Void Posted Inventory Transactions. This help article will show you some things to consider when voiding transactions which establish Lot or Serial numbers. Receiving a Lot/Serial number on a Receipt, or…
When updating Acctivate to a new version, a user has the option to use the regular Update or the Cumulative Update. This article will explain the difference between the two, and when they should be used. The Update contains considerably less…
From time to time, a user may accidentally enter an incorrect Lot or Serial number into Acctivate. This article will show the easiest way to correct this and enter the correct Lot or Serial Number. The example below shows a…
From time to time, a user may notice that multiple Customer records exist in Acctivate and QuickBooks that should be a single Customer record. This help article will show how to merge two Customer records and their transaction history together…
Acctivate updates are only done on the server where Acctivate is installed (see our Software Updates article). This article will explain how workstations are updated after an Acctivate update is done on the server, as well as some things to consider…
Some companies may have a return policy which charges a re-stocking fee for returned goods. This help article covers the process of setting up the re-stocking fee and shows how this will work on Credit Memos. The first step in setting…
Acctivate is designed to sync data to and from QuickBooks (see the QuickBooks Sync help article). This article is designed to show specifically how the sync with QuickBooks works. When a sync is initiated from within Acctivate, the Synchronize with…
Acctivate search windows use a Multi Field Search which looks for data in several different fields at once. The multi field search can also look for a character that is anywhere in the text for the values in those fields. For…
Customers in Acctivate can be categorized in different Types. This article will cover how to create new Customer Types, and how to assign them to Customers, as well as some ways that the Customer Type can be used in Acctivate.…
New Lot/Serial numbers, which have never existed before in Acctivate for a given product, must be established before they can be used on other transactions. This article shows how a Lot/Serial number can be established for the very first time.…
