Acctivate now includes support for syncing Acctivate fields to QuickBooks Online custom fields used on sales transactions. This enhancement gives businesses more flexibility in how data flows between Acctivate and QuickBooks Online, allowing key information tracked in Acctivate to automatically appear in QuickBooks Online where it’s most useful. Why It Matters Custom fields are an…
We’re excited to introduce a powerful new capability that enhances visibility, accountability, and collaboration across your operations — the ability to attach files directly to Inventory Transactions, Payments, and Vendor records What’s New Files can now be stored and accessed within the context of their related Inventory Transaction, Payment, or Vendor record, keeping everything together…
Acctivate’s powerful customer pricing just got easier to use. The Customer window features a cleaner, more intuitive form for creating, editing, and managing customer prices and contracts. Dynamic fields adjust automatically based on the selected Price Type, while new features like autocomplete speed up data entry. You can also assign Price Categories, link prices to…
We’ve given Acctivate’s Price Code Maintenance window a refresh — adding more functionality and making it easier to work with, while keeping it familiar so you can dive right in. What’s New A clearer view of Price Categories & Price CodesThe Price Category field has been moved to the header, so you can select a…
Acctivate Version 15 introduces a new Edit Bill of Materials window, providing a more focused experience for managing a Kit or Assembly’s components. The new window makes BOM management easier and more efficient with these enhancements: See how these enhancements make BOM management easier in our quick video.
Autocompletion for Customers & Vendors We’ve made it faster and easier to enter Sales Orders and Purchase Orders in Acctivate with new autocompletion support in the Customer and Vendor name fields. Just like the Product ID autocompletion feature, simply start typing a customer or vendor name and Acctivate will suggest up to 10 matching records…