Updated Payment UX

The Enter Payment window has been updated to provide a better experience when entering all types of payments. Improved layout of fields Common payment fields are displayed in the left side of the window, while the right side will show credit card or eCheck specific fields. Meanwhile, the Payment Memo and exchange rate fields have…

Acctivate Payments

CAI Acctivate, together with Fiserv, has set a new standard for accepting payments. Acctivate Payments is a fully integrated payment solution that is not just about processing payments; it’s about elevating your business to new heights. As Acctivate’s preferred payment solution, companies will experience a seamless payments process and enjoy many benefits, including: Ready to…

Improved Inventory Counts

A Unified Inventory Count Window As with the other inventory transaction updates, the Inventory Count windows have been updated to provide an experience more consistent with other transactions, while improving the functionality of the Inventory Count entry process. Previously, there were two windows used as part of the Count Process; Print Count Sheet and Enter…

Organized Transaction Entry

Header Improvements The Inventory Transaction entry windows have benefited from a face lift which introduces a more organized presentation of fields and improves how you view and enter transaction information. Previous versions of Acctivate had Inventory Transaction windows which contained a cluttered header section which could be difficult to understand, especially as some related fields…

Streamlined Special Ordering

Acctivate’s reimagined Create Special Order window makes it easier than ever to review, edit, and create Special Order Purchase Orders. Users who have worked with the recently redesigned Create Reorders window will be immediately familiar with the intuitive presentation of information. Key Improvements The Create Special Order window includes many benefits over its predecessor, including: And as…