Importing Sales Orders
Learn how to import sales orders via an exported file from either a web store or some other source. This will include a demo using a flat file format to create sales orders easily through the sales order import utility.
Reporting Inside and Out
Guest presenter and certified Acctivate consulting partner, Donovan Sachs of Alembic Computer Services covers report configuration, how to work with reports and their data, and modifying standard reports and creating reports from scratch with Crystal Reports.
Q&A Session with Lauren and Brad
Gain insight into Acctivate solutions with the answers to questions related to scheduling orders, orders per customer, warehouse location, vendor prices, Excel queries, inventory reordering, units of measure for vendors and a wide range of other topics as asked by customers.
Four Steps to Prepare for Year End
Everything you need to know to prepare for year end in Acctivate, including accrued purchase receipts reconciliation, accrued landed cost reconciliation, and inventory valuation in QuickBooks compared to Acctivate. Presented by certified Acctivate consulting partner, Keith Fileccia of Mendelson Consulting.
Warehousing Options
Learn about everything from warehouse configuration to use for all types of warehouses, such as physical, virtual, consignment, and bin locations.
Business Alerts
Find out how Business Alerts can streamline daily processes with aspects of the utility, i.e., Reminders, Inventory Management and the Reorder Wizard.
Managing Multiple Currencies
Includes the basic configuration and processing of transactions when utilizing multiple currencies.
“How Do I?” Q&A Session
Get into the “How Do I?” aspect of areas like, QuickBooks class tracking, custom fields, email message templates, multiple units of measure, consignment warehouses, customer returns and a myriad of other subjects.
AvaTax Integration
Learn more about the Avalara Sales Tax Service that integrates with Acctivate. AvaTax provides online sales tax calculation, tax exemption certificate management, remittance and more.
SmartVault Integration
Learn more about the integration of SmartVault and Acctivate, which provides online document storage and secure file sharing.
Dashboards and Reports
A look at the tools in Acctivate that assist in making better business decisions from a macro and micro view of data through the use of dashboards and reports.
Mobile Warehouse
Learn about Acctivate Mobile WMS, including warehouse management and barcoding options.
Lot/Serial
Learn how to gain more control over inventory with lot and serial numbers.
Acctivate Tips and Tricks
Discover tips and tricks that cover user interface & keyboard shortcuts, Crystal Reports, email & document templates, Business Activities, backup data & reports, remote desktop access and more.
Units of Measure
A demonstration of the multiple units of measure capabilities in Acctivate with emphasis on configuration, product units, purchasing and sales and weight-based pricing.