Cancel Orders and Void Transactions

Acctivate now allows users the ability to void inventory transactions.  Voiding inventory transactions is a user permission and by default is turned off for all users including SYS. Set User Permission to Allow Void Transactions We have a number of

Posted in Accounting, Inventory

Manage Product Class

In Acctivate, each product is required to have a Product Class. The Product Class is typically the main way you will categorize your products and should not be confused with QuickBooks Class Tracking.  The Acctivate Product Class is available as a

Posted in Accounting, Configuration, Sales

Summarize COGS by Customer / Job

When configuring the Sales and Cost of Goods Sold account mapping, there is an option that can be enabled allowing COGS journals to be summarized by the Customer / Job on the invoice. To toggle this option navigate to File> Configuration

Posted in Accounting, QuickBooks and Sync

Applying one payment to multiple invoices or multiple payments to one invoice

When dealing with payments in Acctivate, there may be some situations that require you to split up either the invoices related to an order, to the payments related to the order. This can happen for a wide variety of reasons.

Posted in Accounting, Sales

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

Should Scheduled Items be Included in a Count?

In preparing to do an inventory count, you’ll need to consider scheduled items along with non-scheduled items. Scheduled items are still a part of your inventory at the time of performing the count and will therefore need to be included in

Posted in Accounting, Inventory, Reports

Tax Category

Tax Categories in Acctivate represent the Sales Tax Items and Sales Tax Groups set up in QuickBooks. The sum of all sales tax items related to a group will determine the tax percentage for that group, which is then synced

Posted in Accounting, Customer, Sales

Change Name of Existing GL Account

At times it can be useful to edit the name of an existing GL account to one that makes more sense for your company. Here, we will be changing the name of the existing GL account “Suspense Purchases” to “Accrued

Posted in Accounting, Configuration, QuickBooks and Sync

Sync Warning “Invoice Amount has changed”

From time to time you may notice a sync warning stating something like: “2016/02/24 14:12:57 Warning Invoice The amount of invoice B3350Z has changed from $10.00 in Acctivate to $20.00 in QuickBooks.“ First, it’s important to understand that these are

Posted in Accounting, Purchasing, QuickBooks and Sync, Sales

Customer Collection Trend

On the Credit tab of the Customer window, you will notice a field called  “Collection trend (days).” This field is designed to display how much time, in days, exists between an invoice date and the date the payment was collected

Posted in Accounting, Customer, QuickBooks and Sync
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