Configuration

Basics

• Configuration Manager overview.
• Setting up required GL accounts and where to find them.
• Configuring defaults for the look up window.

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
• What To Know About Process Payments Permissions
• Setting User Permissions to allow a user to Void Inventory Transactions

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Company Info

• Managing company information.
• Configuring the color of window borders.
• Configuring Document Numbers for Sales, Purchasing, and Inventory Transactions

Customers

• Creating a new customer branch.
• Editing branch information.
• Create and Modify Salesperson List

Sales Orders

• Assigning default forms and email templates
• Printing Invoices automatically

Inventory

• Setting up Multiple Location Control.
• Configuring Units of Measure in Acctivate.
• Configuring Product Classes.

Custom Fields

• Adding a List to a Custom Field.
• Setting up and defining custom fields.
• Basics of Acctivate 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?
• 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?

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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

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