Configuration
Basics
Users
- Setting up new users In Acctivate
- Setting Up Various User Permissions
- Assigning System Administration permission to additional Acctivate users
- Disabling user accounts in Acctivate
- Updating User Info & Preferences
- What To Know About Process Payments Permissions
- Setting User Permissions to allow a user to Void Inventory Transactions
Company Info
Customers
Sales Orders
Inventory
Custom Fields
Email Message Templates
- What are the Company Information fields for Message Templates?
- What are the Acctivate Track and Trace Fields for Message Templates?
- What are the Current User fields for Message templates?
- Configure the email display name used for emails sent from the Gmail integration
- What are the Purchase Order Fields for Message Templates?
- What are the Customer Ship-To Fields for Message Templates?
- What are the Order/Quote Fields for Email Templates?
- What are the Customer Fields for Message Templates?
- What are the Activity Fields for Message Templates?
Services
- Configuring QuickBooks Online Payment Methods for credit card and eCheck processing
- Integrating Fiserv with Acctivate
- Microsoft365 or Smartvault Must be Configured to Attach Documents Message
- Integrating Authorize.net with Acctivate.
- Integrating QuickBooks Payments with Acctivate.
- Integrating AvaTax with Acctivate.
- Setting up Smart Vault Document Storage and Sharing