Articles

Emailing a transaction or sales type reports

Starting in Acctivate 10.3, users have the ability to send a report without attaching reports manually. First bring up the report you would like to send. In this example, we can use the most recent Inventory receipt report under Inventory

Posted in Reports, Sales

Default Forms and Email Templates

In Configuration Management, the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. To get to this section, go to File > Configuration Management > Sales Orders > Forms. For

Posted in Configuration, Email, Reports

How to attach files using notes in Acctivate

Users may upload and attach files to a record in Acctivate, using notes.  Users may create notes and upload attachments on the following windows. Activity Customer Account Customer Credit Customer Location Sales Order Sales Invoice Purchase Order Purchase Invoice Product

Posted in Database, Reports

User Startup Options for Business Alerts and Dashboard Reports

Upon opening Acctivate, users have the option for a few different Acctivate windows to appear automatically. This option is user specific and can be changed in Configuration Manager. To view the options available for Startup windows, go to File >

Posted in Configuration, Getting Started, Launch Acctivate, Reports, Start up

Document Types for Reports

The Report Catalog in Acctivate Configuration Manager allows a user to manage all the reports in the system.  A configuration option is the ability to set Document Types for any report. Acctivate can use various document types to control which

Posted in Reports

Delete Warehouse from a Product

Occasionally, you may want to remove a warehouse on a product.  This does not remove any historical transactions, or delete the warehouse from the database.  Removing the warehouse from a product hides the warehouse only for the product you are

Posted in Database, Inventory, Reports

Microsoft Visual C++ Runtime Library error

If you have received the Microsoft Visual C++ Runtime Error, this is not an Acctivate error.  This error could be caused by installation of new software, and has been reported after installing recent Windows Updates.  The most likely cause is

Posted in Installation, Launch Acctivate, Microsoft, Other Applications, Reports, Technology

Why is my Packing List blank?

Acctivate does not allow the printing or re-printing of a Packing List once the order has been completed.  The pack list will appear blank if nothing is scheduled and the order has been completed.  One reason Acctivate does not allow

Posted in Getting Started, Reports, Sales, Shipping

Barcode Prints Incorrectly from Hosted Environment

Whenever you’re printing forms containing barcodes, you’ll need to make sure to have the proper font files installed on the local machine. This means whenever you’re using a hosted environment and printing locally, you’ll need to install the IDAutomation fonts on

Posted in Reports, Technology

Setting a default printer for Acctivate

The default printer for Acctivate is based upon the default printer for windows. To review what printer is the current default, go to Control Panel > Hardware and Sound > Devices and Printers. The default printer is going to have

Posted in Configuration, Reports
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.