Help Menu
The Help menu contains license and user information as well support resources.
Online Help
Click the Online Help button to access documentation for the current window open in Acctivate.
Software Updates
Opens the Acctivate Downloads page.
Calculator
Opens the calculator installed on your computer.
Contact Support
Open the Acctivate support web page where you can access support resources and create support tickets.
Remote Support
Open the Remote Support page where you can enter a remote connection code provided by an Acctivate support rep (by appointment only).
View Log Files
Select the type of log file you wish to view:
- Exception Log: The exception log contains all logged activity for the workstation, for the day. Exception logs older than one year are deleted automatically upon logging into Acctivate.
- Web store sync log: The web store sync log contains information from the last web store sync log performed by this workstation. For more information, see the web store logs documentation.
- Shipping workstation log: The shipping workstation log contains information from the last shipping workstation sync, e.g., ShipStation, performed by this workstation.
- QuickBooks sync log: The sync log contains information from the last QuickBooks sync performed by this workstation.
After selecting the type of log file, choose a Log date and click View, or click the Open Folder to open the folder for the selected log type.
Tip
Logs are written on each workstation to C:\ProgramData\Alterity\Acctivate\Log.
View Current Users
Displays a list of users currently logged in:
- User: User ID of the logged in user.
- Company: The Acctivate company that the user is logged into.
- Workstation: The workstation name where Acctivate is logged in from.
- Logon time: The time (using the server's clock), in which the user logged into Acctivate.
- Version: The version of Acctivate the user has logged in with.
- OS: The operating system of the user's workstation.
The number of Active users and total licensed users are displayed at the bottom of this window. Users cannot be "kicked" out of Acctivate.
View Usage Metrics
During the installation process you are asked if you want to send operational statistics to Alterity, Inc. to help improve Acctivate (you can manage this preferences at any time through Acctivate Database Maintenance).
If you've opted in, the usage metrics here are transmitted during the database verify process or when the Refresh button is clicked in this window.
Users with the System Administrator permission are able to view the Acctivate company's usage metrics.
| Group | Metric | Description |
|---|---|---|
| BusinessActivity | Count | Total number of Business Activities |
| BusinessActivity | MaterialsInLast90days | Total number of service billing entries for activities in the last 90 days |
| Customer | Count | Total number of customers |
| Database | LastUpgradeDate | Last upgrade date |
| Database | Name | SQL Server database name |
| Database | Size | SQL Server database size (expressed in bytes) |
| Database | UnallocatedSpace | SQL Server unallocated space (expressed in bytes) |
| Database | VersionMajor | Database Major version |
| Database | VersionMinor | Database Minor version |
| Database | VersionRevision | Database Revision number |
| EDI | TradingPartnerCount | Total number of EDI Trading Partners (including |
| EDI | TradingPartners | List of EDI Trading Partners (including |
| License | Dealer | The licensee Dealer |
| License | LicensedBy | The licensee contact name |
| License | LicensedTo | The licensee company name |
| Order | AvgLineCount | Average lines per sales order for last six months |
| Order | Count | Total number of sales orders for last six months |
| Order | LineCount | Total number of sales order lines |
| Order | MaxLineCount | Max lines per sales order for last six months |
| Order | MinLineCount | Min lines per sales order for last six months |
| Order | StdevLineCount | Standard deviation of lines per sales order for last six months |
| OS | Version | Database server operating system version information |
| Payments | CCCount | Number of credit card payments in past 90 days |
| Payments | CCProcCount | Number of payments processed through cc processor in the past 90 days |
| Payments | CCProcessor | Credit card processor (e.g., Authorize.Net or QuickBooks Payments) |
| Payments | CheckCount | Number of check payments in the past 90 days |
| Payments | Count | Number of payments in the past 90 days |
| Payments | ECheckCount | Number of e-check payments in the past 90 days |
| PO | AvgLineCount | Average lines per purchase order for last six months |
| PO | Count | Total number of purchase orders for last six months |
| PO | MaxLineCount | Max lines per purchase order for last six months |
| PO | MinLineCount | Min lines per purchase order for last six months |
| PO | StdevLineCount | Standard deviation of lines per purchase order for last six months |
| Product | Count | Total number of active products |
| Program | Edition | Acctivate edition (e.g., QB/CYMA) |
| Program | EXEVersionBuild | Acctivate EXE version build number |
| Program | EXEVersionMajor | Acctivate EXE version major number |
| Program | EXEVersionMinor | Acctivate EXE version minor number |
| Program | EXEVersionRevision | Acctivate EXE revision build number |
| Program | Name | EXE file name |
| QB | Version | QuickBooks version |
| SQL | Version | SQL version |
| UsageMetrics | Collection Date | Last collection date of usage metrics |
| Warehouse | Count | Total number of active warehouses |
| WebStore | List | List of web store types that have had orders in the past 90 days |
What's New
Opens the What's New window.
Contact Sales
Opens the Acctivate sales team's "Contact us" web page.
Current Promotions
Opens the Acctivate Promotions web page.
License Information
Opens the License Information window. Each module you are licensed for can be found here.
If new modules have been purchased, you can click Refresh to update the license information and enable the module (the license is periodically checked upon login, so this step may not be necessary).
Click Close to close this window.
Click the View License link to open the Acctivate End User License Agreement page.
The No internet connection? link can be used to process the registration when you don't have an internet connection. An active internet connection is required to run Acctivate. Contact the Acctivate support team for more information.
Click the Remove License link if you wish to unregister your copy of Acctivate. Acctivate caches the license information including purchased modules, number of users, etc. The license is synchronized automatically with our server periodically.
The Remove License function will permanently delete the cached Acctivate license from the computer. This function is only available for licensed copies of Acctivate.
Remove License is not necessary for transferring the Acctivate license to a new computer. Acctivate will automatically register on the new computer and remove the license from the old computer.
To remove your Acctivate license:
- Click Remove license
- Confirm you wish to proceed.
- Enter your license information and click OK. Your license will be removed.
If you've removed your license, the Help Menu option will change from License Information to Register Acctivate. Clicking Register Acctivate will open the registration window. Enter your Acctivate ID and Password to complete the registration process.
If you've removed the license and logged out of Acctivate, the login splash screen will have a Register Acctivate button.
The following license options may be displayed in the License Information window:
- Assortments
- AvaTax Integration
- Business Activity Billing
- Business Activity Scheduling
- Business Activity Tracking
- Custom / Process Manufacturing
- Custom Kitting
- Customer Management
- EDI Sales
- EDI Warehousing
- Inventory Management
- Job Management
- Kitting
- Landed Cost
- Location Tracking
- Lot / Serial Inventory
- Mobile Inventory Management
- Mobile Inventory Receipts
- Mobile Order Picking
- Mobile Route Delivery
- Mobile Sales Orders
- Packaging Manager
- Purchasing Management
- Purchasing Wizard
- Sales Order Management
- Shipping Workstation
- SmartVault Integration
- Track and Trace
- Web Store Integration
- LIcensed EDI Partners (Count)
- Licensed Mobile Devices (Count)
- Licensed Users (Count)
- Licensed Web Stores (Count)
About
The About menu option will display the Acctivate splash screen which displays the current version of Acctivate.