Acctivate Version 13

Fiserv integration with support for credit card terminals, improved Enter Payments window, improved Enter Purchase Order data entry grid, improved Enter Inventory Transaction and Inventory Count UI/UX, refreshed Create Drop Ship and Special Order window, integration with 3G Pacejet Shipping.

13.0 sp1

Version 13.0 sp1 is available as a preview.

⭐ = Features and improvements

Create Company

  • When importing products from QuickBooks Online during Create Company, the Product ID in Acctivate will be created as Category:Name to prevent a duplicate Product ID error that occurs when two items have the same name, but are in different categories.
  • Fix an issue where sales order imported from QuickBooks Desktop would show fully invoiced lines as still open, though they were not editable. Now, they are treated as completed lines and hidden unless the "Show completed lines" option is enabled.

Data Presentation

  • Improve the loading time of the data presentation lists when navigating between items (e.g., customers, products, vendors, etc.).

EDI

  • Fix the error "Could not load file or assembly 'Microsoft.Bcl.AsyncInterfaces'" that could occur when connecting to EDI mailbox over SFTP.

General

  • Fix an issue where using Tab to move the cursor out of a field may not work.

Import

  • Fix an issue where customer imports performed in a QuickBooks Online company may fail with a timeout error.

Inventory

  • Fix an issue in the Transactions list where attempting to highlight a link would cause Acctivate to crash. While highlighting the link is not possible, you can click to open it.
  • Fix an issue where changing an Enter Inventory Transaction window's Transaction dropdown would cause the window to refresh and the Transaction dropdown would lose it's focus. Now, the field remains focused so that you can use up and down arrow keys to move through the transactions.

Inventory Assembly

  • Improve the performance of loading and posting inventory assemblies over high-latency connections to the SQL Server by batching the queries used.

Inventory Receipt

  • When adding a standard cost product to an inventory receipt that is not linked to a purchase order, the standard cost for the product's warehouse will be use.

Landed Cost

  • Fix an issue where a warehouse value was unnecessarily being assigned at the transaction level of a Landed Cost inventory session. The warehouse was unnecessarily assigned starting in version 12.2, so any Landed Cost transaction with a GUIDWarehouse value will be cleared for consistency.

Payment

  • ⭐ Add support for processing eChecks in Acctivate companies integrated with QuickBooks Online by assigning an eCheck Payment Type to Payment Methods named "eCheck", "e-Check", "eCheque", or "e-Cheque" (case insensitive). Similarly, Acctivate will attempt to assign the appropriate credit card Payment Type to Payment Methods in QuickBooks Online based on the name. E.g., a Payment Method named "Visa" will be assigned the Visa Payment Type, rather than "Other Credit Card".

Purchasing

  • When creating a Purchase Invoice, the Purchase Order's status date field in the database (tbPO.StatusDate / PO.StatusDate) will be updated to be the current datetime. This fixes an issue where other status changes, such as issuing a PO, would record a datetime value, but the Purchase Invoice would use only a date.
  • Fix an issue where a Purchase Order that has been partially received or partially invoiced may not show the "Mark as Completed" action.
  • Fix an issue where a product which was purchased in a unit other than its stocking unit would default to an Approved Price that was the result of the PO qty in stocking units multiplied by the PO ordered price. This situation only occurred if the Purchase invoice was created prior to an Inventory Receipt.
  • Fix an issue where non-standard drop ship lines would not appear in the Create Drop Ship window. The previous behavior, which allowed changing a sales order line type to D and entering a non-standard or Acctivate Product, has been restored.
  • After selecting a vendor using the Vendor Lookup in the Enter PO window, the cursor will be placed in the Product ID field of the Purchase Order Details grid.
  • Fix an issue where the Ship Attention field in the Enter Purchase Order window would be reverted back to its default when the PO is loaded if the Ship To Address had not been edited.
  • Fix an issue where double-clicking a Purchase Invoice on the Invoices tab of the Enter Purchase Order window did not open the Purchase Invoice window. Double-clicking an invoice now opens the Purchase Invoice window as expected.
  • Fix an issue where printing labels from the Enter PO window would print one label per row. The previous behavior has been restored so that the number of copies printed is equal to the quantity ordered for the line.
  • Fix possible "Invalid column name..." errors that could occur when saving a PO in the Enter Purchase Order window.

Shipping

  • Update the Shipment code that may execute when editing a Shipment to use the default SQL command timeout of three minutes instead of the previous 30-second timeout. This change reduces the likelihood of SQL timeouts when editing large shipments.

Synchronization

  • ⭐ If QuickBooks Online reports that an Acctivate journal number is a duplicate, Acctivate will compare the journals to determine if they are the same. If they are the same, Acctivate's journal will be linked to the QuickBooks Online journal. If they are different journals with the same journal number, then an error will be logged. This process requires that the QuickBooks Online option "Warn if duplicate journal number is used" is enabled.
  • Fix an issue where sales and purchases invoices automatically flagged as DoNotSync in the Acctivate database by a SQL Server trigger would still be synchronized to QuickBooks Online upon creation.
  • Add support for identifying which transactions were included in a QuickBooks Desktop condense where the user chose to not create summary transactions. It is recommended that the option to create summary journals is selected so that Acctivate knows which transactions were included. However, if this option is not selected, Acctivate will attempt to infer which transactions were deleted as part of the condense and which transactions were deleted by a user based on time differences.
  • In QuickBooks Online companies, if tbSyncTime.FullSync is set for a table, the sync usually updates the record in QuickBooks even if no changes are detected. Adjust it so that records older than the closing date aren't updated in QuickBooks unless they've been modified.
  • Fix the error "Acctivate (13) Type mismatch." that could occur during the Purchase Invoice portion of the QuickBooks Desktop Sync.

Web Store

  • Fix an issue where the Legacy Magento web store connector may cause Acctivate to crash when a web store sync was performed.

13.0

Version 13.0 was made generally available on December 20, 2024 (Build 6814)

Attachments

  • Fix an issue that prevented Acctivate's File Storage integration from working properly with SharePoint folders. Now, either a OneDrive or SharePoint folder can linked to Acctivate.
  • Fix an issue where users would receive "Not connected to OneDrive." after intentionally disconnecting Acctivate from Microsoft OneDrive/SharePoint.

Create Company

  • Fix an issue where user permissions may not be created and assigned after creating a company against a shell database.

Database Maintenance

  • ⭐ Improve performance of "Database Verify" for hosted databases.
  • ⭐ When creating a database backup, the "Overwrite existing sets" option will default to checked.
  • During a Database Verify, any clustered indexes will be changed to non-clustered. When creating a new index, it will be created as non-clustered.
  • Fix a bug in CYMA Database Maintenance's Database Info window where the CYMA server name dropdown would be blank, which then caused a "Could not connect to the database server" error when saving.

General

  • ⭐ In the View Current Users window, add a Log off User button that allows system administrators to force log off workstations.

Installation

  • ⭐ When a database upgrade is required after installing an Acctivate update, all users must be logged out of Acctivate. A Force Log Out button has been added to the message box that appears if users are still logged in when a database verify is initiated. The button will only appear if all of the logged in users are are logged in with version 13.0 or later. This feature allows system administrators to forcibly log out other users, ensuring the database upgrade can proceed.

Inventory

  • ⭐ In the desktop version of Acctivate, support using a USB scanner to scan an inventory session barcode to populate the Session field in the Enter Inventory Transaction windows.
  • In the Enter Inventory Transaction windows, a session number will no longer be assigned until the session has been saved. This prevents session numbers from being incremented even when a session isn't saved.
  • ⭐ In the inventory transaction windows, the 'Lot/Serial #' column will appear in the grid only when a lot or serial product has been added to the transaction. Similarly, in the Enter Inventory Receipt window, the optional lot/serial attributes (such as expiration date, reference, and specification) will display only if they are configured to show.
  • ⭐ Improve the layout of the Enter Transaction windows by grouping related Transaction fields in a side panel. This also allows fields to move up when irrelevant fields are hidden, providing a better use of space.
  • Fix a bug in the Inventory Transactions windows where it was possible to save a blank row.
  • If the Transaction Date of an inventory transaction falls on or before the QuickBooks closing date, a warning icon will appear beside the Transaction Date. When clicked, it will display a message explaining the Transaction Date is within the closed accounting period.
  • Fix the error "Deleted row information cannot be accessed through the row." that would occur after deleting the only transaction in an Inventory session.
  • Fix an issue where attempting to refresh an Enter Inventory Transaction window for a session that has been deleted would cause a looping message prompt.
  • Fixed an issue where editing a specific inventory transaction from the Transaction List opened the first transaction instead of the selected one.

Inventory Assembly

  • ⭐ In the Enter Assemblies window, hide the Lot/Serial attribute fields (Expiration, Reference, and Specification) until a Lot/Serial number has been entered in. Previously, the fields always showed, but they weren't editable until a Lot/Serial number was entered. Until a Lot/Serial number is entered in, a warning icon will display next to the Lot/Serial field. When clicked, it explains that the attributes will be available for entry after entering a lot/serial number.

Inventory Count

  • ⭐ The Create Count window is now opened by clicking the New button in the Enter Count window.
  • Fix an issue where printing a Count Sheet would results in all count sessions being included, and printing a Count Variance would result in all posted count sessions being included.

Inventory Issue

  • Fix an issue where the Inventory Issue GL account would get reverted to the default for the warehouse if the GL Account was selected prior to selecting the warehouse.

Landed Cost

  • Fix an issue where the InventoryByWarehouseLot data view could calculate the AmtReceived and AmtIssued values for a lot or serial number incorrectly if a landed cost had been allocated to the lot or serial number.

License

  • During a DB Verify on Acctivate's master database, a check will be performed to prevent an unnecessary re-registration of the AcctivateSqlFunctions assembly. Re-registering the assembly requires SQL sa permissions; otherwise, the error "An exception occurred while executing a Transact-SQL statement or batch. --> UNSAFE ASSEMBLY permission was denied on object 'server', database 'master'." may be returned. The check implemented ensures that the re-registration is only performed when necessary.

Lookup

  • Make a change to mitigate a potential cause of the "Cannot find column..." error that may occur when using the lookup windows.

Mobile

  • Fix the error "Acctivate.Picking.PicklistDetailPage.BackButtonClicked" that could occur in Acctivate Mobile Picklist Picking when the back button was tapped more than once very quickly.

Payment

  • ⭐ Integrate with Fiserv for processing eChecks and credit cards entered into Acctivate, or process credit cards using a Fiserv supported credit card terminal.
  • ⭐ Improve the the Enter Payment window's user interface and user experience. The payment information fields have been reorganized so that common fields always show on the left side of the window and credit card or eCheck specific fields appear on the right side. The Enter Payment window is now always in an editable state with the ability to save changes once they're made. Finally, in companies that are integrated with Fiserv, the user can switch between keying a credit card or using a terminal to process a credit card.
  • ⭐ Change the layout of the Payment window to match the new layout of the Enter Payment window.
  • ⭐ Update the Payment Receipt form to match the new layout of Enter Payment window.

Purchasing

  • ⭐ Update the Purchase Order Window to have a configurable, single line grid.
  • ⭐ Improve the layout and functionality of the Create Drop Ship POs and Create Special Order POs windows.
  • Fix the errors "PO number ... could be not found." and "Object reference not set to an instance of an object." that would occur when opening an Inventory Receipt in the Transactions list or the Enter Receipt window for a receipt that was linked to a Purchase Order which has had its PO number changed.
  • ⭐ Add support for VAT Tax codes in the Create Reorders and Create Drop Ship/Special Order POs windows.
  • Prevent copying a Drop Ship Purchase Order since Drop Ship POs must originate from a Sales Order.
  • When creating Purchase Orders from the Create Reorders window, if a PO unit is invalid due to it's relationship with the product stocking unit being recently changed, provide a clear message rather than an "Attempted to divide by zero." error.
  • When adding an "N" (non-standard) line to the Enter Purchase Order window, set the ordered quantity to 1, the purchase unit to the default stocking unit from Product Defaults in Inventory Options (or "Ea" if not set), and the price to 0.00.

Reports

  • ⭐ Update the style of the default inventory transaction forms.

Sales Order

  • ⭐ n Acctivate companies with only one active warehouse, the Warehouse column is hidden by default in the Enter Sales Order window's detail grid. However, this column can be added to the grid using the 'Show Columns' menu.
  • ⭐ Update the style of the lot/serial number dropdown in the Enter Sales Order and Picklist windows to match the style used elsewhere. This updated dropdown style auto-sizes to ensure that its contents fit without requiring scroll bars.
  • ⭐ Change the Product ID and Price Code lookup button from an ellipsis to a magnifying glass in the Enter Sales Order window.

Shipping

  • ⭐ Integration with 3G Pacejet Shipping.
  • Fix an issue where not all shipments may be imported in if multiple pages of shipments are returned from ShipStation. Also, if ShipStation returns an HTTP error code between 400 and 599, the error will be reported as an exception rather than ignored. This prevents a scenario where an error is encountered, but ignored.

Synchronization

  • When creating Cost of Goods Sold journals in QuickBooks Online, the Location/Department assigned to the journal will be based on the invoice's Branch, rather than the invoice line's warehouse.
  • Fix the payment sync error "Exception changing record to other Key ' ...' System.InvalidCastException: Unable to cast object of type 'System.DBNull' to type 'Intuit.Ipp.Data.Line[]'" that would occur in QuickBooks Online companies when a payment wasn't applied to any invoices.

User Interface

  • ⭐ Limit each manager window (Sales Order Manager, Purchase Order Manager, Activity Manager, Inventory Manager) and each restock window (Create Reorders and Create Assemblies) to a single open instance at a time. If a user attempts to open a window that is already open, the existing instance will be brought to the foreground.

Web Store

  • When eBay throttles API requests, Acctivate will wait five minutes before trying again, rather than the usual ten seconds, ensuring there is sufficient time for the eBay servers to respond.
  • Fix an issue with the web store shipment sync where the shipped quantity for kit products may be overstated.
  • When querying for products by updated date with the BigCommerce v2 connector, the ISO 8601 date/time format will be used. This works around a reported BigCommerce issue where the documented date format may not work correctly.