From time to time, Acctivate Support may encounter an issue that cannot be replicated in the Demo company, and may require a copy of the database with the issue for testing. This article shows how to create that backup and…
Articles
Boost Performance with Business Activity Review Refresh Settings
One way to help improve the performance of Acctivate is to take some of the pressure off of SQL Server queries. This is especially true for companies that have several users and/or are using an Express instance of SQL Server.…
Posted in Configuration
Add Tracking Numbers in Prepare Invoices Wizard
Starting in Acctivate version 10.2, users will be able to add tracking numbers to invoices in the Prepare Invoices wizard on the fly. This article will show how and where these tracking numbers can be added. First, click Sales > Prepare…
User Option To Open Order Manager Automatically
Starting in Acctivate version 10.2, users will be able to set an option to open Order Manager automatically, just like the Dashboard, Activities or Alerts. To set this option, go to File > Configuration Manager > User > User Information Select…
Posted in Configuration
Orders View Shows Most Recent Tracking Number
Starting in Acctivate version 10.2, the Orders View (used for reporting and email templates) will show the most recent tracking number related to a Sales Order. Sometimes in Acctivate, an order may contain multiple different packages, each of which may…
Posted in Sales
Printing Pick Ticket Automatically Changes Workflow Status
Starting in Acctivate version 10.2, the workflow status will be changed automatically on a Sales Order when the Pick Ticket is printed from the Sales Order. This article will cover the process of how the workflow status is changed, and how to…
Posted in Sales
Posting Invoice Automatically Changes Workflow Status
Starting in Acctivate version 10.2, the workflow status will be changed automatically on a Sales Order when an Invoice is released from that order. This article will cover the process of how the workflow status is changed, and how to set…
Posted in Sales
Sort Columns In Look Up Windows
Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.…
Unable To Void Inventory Session Due To Closing Date
Acctivate has a utility which allows users to Void Inventory Sessions, but Acctivate is only able to void sessions where all transactions within that session have a transaction date which is in the open accounting period set in QuickBooks. If…
Posted in Inventory
Void Posted Inventory Transaction
Starting in version 10.2, users are able to void posted inventory sessions. This means that any posted Adjustment, Assembly, Balance Adjustment, Count, Issue, Landed Cost, Receipt or Transfer session can be voided. Voiding the session will re-calculate Cost for products…
Posted in Inventory
