Webinar: What’s New in Acctivate 10.1 Navigate all webinar topics… Overview Customer Purchasing Sales Manufacturing Inventory Reporting System Add-on Modules QuickBooks 3rd Party Integrations What’s New Tips & Tricks Q&A Consultant Archive The majority of this webinar consists of live Demonstrations of the new features available in version 10.1. Play Webinar Outline Lookup Improvements (0:40) Multi field search Search operators Sales Orders Default Workflow after Reschedule (7:38) Ordered vs Scheduled (9:31) Payment Terms (10:50) Automatically Schedule Received Special Order Lines (11:36) Workflow after printing pick ticket on order (13:41) Weight on create invoice window (14:40) Display and allow changes to custom fields on view invoice window (15:40) Create Credit from Sales Order (17:48) Sales Order Management Print Forms (19:00) Product Prompt to update open documents for new Product ID (21:15) Receipt uses PO description rather than Product description (22:35) Web Store Automatic sync frequency (24:00) New Web Store Template – Spark Pay by Capital One (26:50) More Pricing Options Customer Specific Pricing for Price Categories (28:20) Notes Update Preview window for notes (31:00) Create, New, Delete, Edit (31:35) Pop out window (31:48) Followup (33:00) Modify which document is linked (33:52) Attach documents (35:23) Email Improvements Manage Templates in one place (37:22) Create a new Invoice template (37:54) Insert (40:35) Replace (41:07) Drag and Drop without Edit Mode (42:43) Email reports options grouped together (43:41) Report Filters for Dates Week, Month, Quarter, Year (44:54) This, Last, Specific Year-to-date (46:54) Last Year-to-date New Import Template Inventory Transfers (47:24) System Requirements QuickBooks 2008/8.0 or later (48:55) Windows XP not supported (49:25)
