Company Configuration

Your company address, contact information, email settings, as well as other company wide configuration options can be defined in the Company section of the Configuration Manager (File → Configuration Management → Company).

Company Info

The company address and contact information entered here will appear on many of the standard reports. It's recommended that the name of your company is entered in the Company Name field and the company's street address is entered on the first line of the address block. You can type the address in the address block or use the edit icon to the right of the address block.

Email Settings

Acctivate provides various email configuration options. A company email address can be configured here. Refer to our Email Setup section for more information.

QuickBooks Sync

This option will determine how far back Acctivate and QuickBooks look for changes to sync. It is strongly recommended that this option is set to Last sync.

SmartVault

If licensed for the SmartVault integration module, you will see this tab. See the full SmartVault integration guide for instructions how setup.

Once SmartVault has been installed and integrated with QuickBooks, you will be able to click Connect SmartVault to complete the integration.

Window Color

You can change the color theme of the Acctivate windows by selecting one of the color palettes or creating a custom color.

Company Numbers

Document Numbers, such as the sales order number, are auto assigned by Acctivate and defined in Configuration Management (File > Configuration Management > Company > Numbers).

For each Document Type, you must define the Low and High number. The Next number will increment for each record and should be within the Low and High range. When the High number has more digits than the next number, the Document Number will be padded with zeros.

The administrative user can also define an alphanumeric Prefix and/or Suffix for each type of document, except for Inventory session numbers.

Note

The Sales Order Options section of the configuration manager includes a Use Order Number as Invoice Number option which, when enabled, will ignore the Invoice document number.

Document	Applies to
Invoice	Sales Invoice
Order	Sales Quote, Sales Order, Credit Memo
PO	Purchase Order
Issue	Business Activities
Journal	General Journals in QuickBooks created by Acctivate
Package	Packages created in Packaging Manager
Shipment	Shipments created in Packaging Manager
Inventory	Inventory Sessions
Trace	Inventory Track and Trace Sessions
Picklist	Picklists

Note

Acctivate can generate standard GS1-128 shipping labels often required by EDI Trading Partners. These labels were formerly known as UCC/EAN-128 labels, depending on your region. A GS1-128 shipping label contains a Serial Shipping Container Code (SSCC), which is an 18-digit number used to identify the package unit. The SSCC is typically embedded in a barcode to allow quicker processing by the shipment recipient. For Acctivate to generate a valid SSCC for your company, you’ll need to be sure to configure the Package document number in Configuration Management properly. The Package Document Prefix needs to be your 7-10 digit GS1-128 Company Prefix and the High number should contain as many nine's as necessary to make the Prefix + High = 16 digits. E.g., a 7 digit company prefix would have a High value of 999999999, (nine 9's); a 10 digit company prefix would have a High value of 999999, (six 9's). The Acctivate database adds a digit to the beginning (pads with a zero) and end (adds a calculated check digit) of the Package ID resulting in the 18 digits number.