Knowledge Base

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Knowledge Base

FAQs

FAQs

Have a niche question, or need to know how to do a specific thing? Check here!

Assembly

Rolling non-inventoried costs into assembled goods.

Business Activities

Creating a Business Activity from a record.

Linking a record to a business activity.

Setting a Business Activity email template default.

Sending a Message upon Change of Business Activity Status.

Business Alerts

Disabling Business Alert warnings for web store.

Establishing reminders.

Configuration

User permissions for changing sales order discounts.

Creating Transportation Types for Package Manager.

Changing the Name of an Existing GL Account.

Renaming a Warehouse ID or Description in Acctivate.

What permission is required for importing products using the Import Data utility

Enabling online invoice payment options for companies integrated with QuickBooks Online

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Customer

Updating the 'To' Customer email

Batch print/emailing a Customer's Previous Invoices.

Syncing multiple customers from Acctivate into one customer record in QuickBooks.

Synchronizing only customers with invoices.

Updating Customer Billing, Shipping, and Contact Email Addresses

View the created and updated date and user of a Customer record

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Database

Accessing SQL Server Configuration Manager if it's not on the Computer.

Migrating Data from One Acctivate Company File to another Company File.

Restoring the Acctivate Database in SQL Server Management Studio.

Using the Acctivate Database Maintenance program.

Reducing the size of a Database Transaction Log file.

Appending a date at the end of a backup file using Task Scheduler.

Changing the Acctivate backup directory.

Viewing the size of the Acctivate Database.

Resolving "The backup directory was not found on the server" when backing up Acctivate

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Email

Adding A Blind Carbon Copy To Emails.

General

Resetting or changing a login user password.

Attaching files to records using notes.

Opening up multiple instances of Acctivate.

Repairing Acctivate

Removing a company name entry from the login window.

Performing a search with multiple fields.

Searching through note fields.

Changing the height of the lookup window grids.

Exporting Acctivate Window Grids to Excel.

Stopping Excel from Changing Numbers to Dates or Scientific Notations.

Creating a custom filter in list windows.

"View Product" button is missing

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Integrations

Disconnecting Avalara Tax from Acctivate.

Preventing Excel from removing leading zeros in product id or upc.

Setting up UPS WorldShip or FedEx Ship Manager to Communicate from a Remote Workstation.

Inventory

Handling donations in Acctivate.

Fixing an item that was received with the incorrect lot number.

Handling serial numbers with negative on hand quantity.

Importing in product images.

Returning Items to Inventory from a Drop Ship Order.

Updating Products to be Available on Web.

Setting up Unit of Measure for Non-Standard Items.

Combining lots of an assembly into one lot.

Posting a Credit Memo containing a new lot/serial number.

Adjusting the Max Decimals for Unit Cost Calculations.

Splitting a Lot Number into a new Lot.

Writing off inventory

Splitting transactions off into their own sessions.

"There are no products to be counted that match the selection" message trying to create an Inventory Count

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Mobile

Managing the Acctivate Path used by the Acctivate Mobile webservice page.

Testing barcodes for use in Acctivate Mobile.

Printing sales order from the Mobile Order Showroom module on Windows Mobile.

Using Acctivate Mobile on the non-default IIS instance.

Configuring the user account for an application pool in IIS.

Scanning barcodes with an iPad or Android tablet when remoting into Acctivate desktop.

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Payments

Applying Payments to Credit Memos in the Cust Payment window.

Handling overpayments from customers.

Purchasing

Viewing pending purchase invoices in one window.

QuickBooks Desktop Sync

Re-establishing the QuickBooks Desktop connection.

Removing duplicate Acctivate Journal Entries in QuickBooks Desktop.

Syncing with QuickBooks Desktop after moving a QuickBooks company file.

Copying QuickBooks Desktop Invoice Memos to Acctivate.

QuickBooks Online Sync

Re-linking Acctivate to QuickBooks Online.

Disconnecting Acctivate and QuickBooks Online.

Enabling and configuring Location Tracking with Acctivate and QuickBooks Online.

Reports

Editing reports on RightNetworks.

Navigating to the Standard Reports folder.

Solutions for automation of emailing reports on a schedule.

Replacing the company logo.

Printing labels on RightNetworks.

Modifying the invoice report to only display items that are being invoiced.

Generate lot/serial number report based on Expiration Date.

Configuring Zebra Label printers for Acctivate.

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Sales

Creating a Credit Credit Card or E-Check payment method for use without having to enter the required fields.

Handling Pro Forma Invoicing within Acctivate.

Setting up a high volume pricing discount.

Deleting and editing packages on an order.

Adding a Late fee to an Invoice.

Handling gift certificates/gift cards.

Adding a minimum freight rate for each customer.

Creating a credit card processing fee.

Creating a miscellaneous/other charge product.

Correcting a Sales Order that is Locked by Avalara.

Handling drop shipped lot/serial items.

Scheduling Orders in a Batch or Individually.

Setting up a line item for tax.

Testing Multiple Currencies.

Creating a filter in the Sales Order list window.

"View dropship/special order" button missing on sales order after updating to 12.2.

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Server

Removing an Acctivate license.

Refreshing an Acctivate license for new users or modules.

Setting share Permissions on the AcctivateData Folder.

Webstore

Importing in Credit Card Authorizations from webstores.

Resetting an eBay token.

Using Source Values Window, Xpath Operators and Functions?

Having the web store sync skip certain orders.

Importing an XML file using a Webstore Template.

Importing Magento Configurable Items.

Using Xpath ScratchPad with a Webstore template.

Re-importing Skipped Webstore Orders.

Updating the Last Web Order Number Imported.

Updating a ChannelAdvisor web store connection to skip canceled orders.

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