Acctivate Version 14

Improved Purchase Invoice entry window; new User Settings window and improved user management for system admins; autocomplete Product IDs in the Sales, Purchasing, and Inventory Transaction windows; add functions to the lists accessed from the left menu; new edit windows for managing customer Contacts and Product IDs; new edit windows for managing Product Alternate IDs, Prices, Vendors, and Warehouses; default forms and print options for inventory transactions; support for referencing customers, jobs/sub-customers, and Projects to an Inventory Issues; support for using QuickBooks Online Projects in sales transactions and Inventory Issues.

Version 14 is available to download as preview

⭐ = Features and improvements

Attachments

  • ⭐ Add support for accessing the Attachments window from the Customers, Sales, Invoices, Products, Purchasing, and Activities list.

Business Activity

  • ⭐ Add the ability to create Notes from the Activities list.

Configuration

  • ⭐ Add a User Settings window which can be accessed from the File menu and allows users to manage their user's email settings and other preferences. Improve the layout of the Manage User section of the Configuration Manager and add support for giving full access or no access to entire permission sections.
  • ⭐ Update the Configuration Manager's page labels to use Acctivate's blue color.

Customer

  • ⭐ Add a Product IDs tab to the Customer list which can be used for viewing customer specific Product ID.
  • ⭐ Add support for syncing QuickBooks Online Projects for use on Sales documents, Payments, and Inventory Issues.
  • ⭐ Add a window for creating and editing Customer Contacts, accessible from the Create menu of the Customer window.
  • ⭐ Add the Price Check button to the toolbar of the Customer list.
  • ⭐ Improve the sequence and organization of the Create menu in the Customer window and Edit Customer window.
  • ⭐ Add a window for creating and editing Customer Product IDs, accessible from the Create menu of the Customer list.

Data Presentation

  • ⭐ In the various list windows, create separate buttons for printing the default form and selecting additional forms from a menu.
  • Update the Sales and Purchasing list so that the status field in the upper right matches its corresponding Enter Sales Order or Enter Purchase Order window's status.

Database Maintenance

  • Fix an issue where Acctivate's Database Verify may not free up memory after it completes.

Import

  • Extend the length of tbImportSourceFile.FileName from 150 to 260 characters. This prevents Acctivate from crashing with the error "Run-time error '-2147217887 (80040e21)': Multiple-step operation generated errors. Check each status value." which would occur when saving an import template with a source file name and path that was longer than 150 characters.

Installation

  • System administrators will no longer be able to rename the Logon ID "SYS" since it is required by Acctivate. Renaming it could cause the error: "Error running database update: Column 'GUIDAccess' is constrained to be unique. Value '3E74C107-FA2E-459B-B168-5C65CEF903D5' is already present." during a database update.

Inventory

  • ⭐ Add all available inventory transaction functions to the Transactions list.
  • ⭐ Improve the speed of deleting large unposted inventory transactions by removing the transaction header, detail information, and Business Activity link records in bulk instead of one at a time.
  • ⭐ Add keyboard shortcuts for the Edit, Print, Delete Session, and Create Business Activity actions in the Transactions list window and Enter Transactions windows.
  • ⭐ Change the captions in the Enter Transaction windows to be black.
  • Fix an issue where Receipts and Landed Costs may still be posted when an exception is encountered during the posting process.

Inventory Assembly

  • In the Create Assemblies window, fix an issue where the user would asked if they want to save when clicking Create Assemblies. Instead, if a user click Create Assemblies, any changes will be saved and only a single confirmation window will appear asking the user wishes to continue. This change also fixes an issue where the assembly creation process would continue even if the user clicked "No" when asked if they want to Save.

Inventory Issue

  • ⭐ Allow referencing a Customer, Job/Sub-Customer, or Project on an Inventory Issue to support the P&L by Job or Project reports in QuickBooks.

Lookup

  • ⭐ Add autocomplete support to the Product ID fields in Sales, Purchasing, and Inventory entry grids, showing best matches as you type.

Product

  • ⭐ Add an optional "On Hand" column to the Inventory view of the Product window’s Transactions tab which displays the running On Hand total per transaction.
  • ⭐ Add a window for creating and editing Product Vendor information, accessible from the Create menu in both the Product and Vendor lists.
  • ⭐ Add all remaining functions to the Product window, including a copy button, print labels button, an Action menu for changing product statuses, and support for adding attachments. Also add the ability to create product details from the Create menu, such as Alternate Product IDs, Product Prices, Substitutions, Product Vendors, and Warehouses.
  • ⭐ Move the field labels of the Edit Substitutions window to be above their fields to allow for more descriptive labeling.
  • ⭐ Add a window for creating and editing Product Prices, accessible from the Create menu of the Product window.
  • ⭐ Add a window for creating and editing Alternate Product IDs, accessible from the Create menu of the Product window.
  • ⭐ Add a new Product Warehouse window which and is accessible from the Create menu in the Product window. This window allows stocking a product in a warehouse or editing warehouse information for an existing product warehouse.
  • ⭐ Add support for autocompleting the Substitution ID field of the Product Substitution window.
  • Trim leading and trailing whitespace from Alternate IDs that are imported or created from the Add/Edit Alt Product IDs window.
  • Fix an issue where the Vendor Name wasn't searched when using the Look for box in the Purchasing button of the Product window's Transactions tab.
  • Remove columns from tbProduct and the Product data view which were never implemented. The fields removed were PriceByCategory, TaxByCategory, TaxInPrice, AllowOverride, AllowZero, CommissionType, CommPct, CommAmt, Discountable.
  • Fix an issue where the Product Timeline may appear to show a blank value for the GL expense account of an Inventory Issue. The Timeline was displaying the GL account description, which may be blank. Instead, the GL account name will always be used to ensure a value is displayed.
  • Change the Vendors tab of the Products list to use Vendor as a column name, rather than Vendor ID.

Purchasing

  • ⭐ Create a new and improved Enter Purchase Invoice window that provides a simpler user interface for entering vendor bills.
  • ⭐ Add all available purchasing functions to the Purchasing list.
  • ⭐ In the Create Drop Ship, Create Special Order, and Create Assemblies window, only apply the Create action to the rows that are checked off and visible. I.e., if rows are hidden due to the filtering text in Find search box then they are excluded. When opening the Create Drop Ship, Create Special Order, or Create Assemblies window from a Sales Order, the sales order number will prepopulated into the Find search box so that only rows associated with the order are displayed. Also, when opening these window from the Purchasing or Inventory menu, the Find search box will be unfurled rather than requiring the user to click the magnifying glass.
  • ⭐ In the footer Detail tab of the Enter Purchase Order window, only fields which are not selected to be shown in the grid will be displayed. Also, the description field no longer extends the entire width of the Detail tab so that it doesn't get pushed down below the detail quantities on the right side of the tab. This allows more of the product description to be shown.
  • Fix an issue where GL accounts created in QuickBooks with an apostrophe would cause the error "Incorrect syntax near..." after selecting the account when adding an expense in the Enter Purchase Invoice window.

Reports

  • ⭐ Add a configuration page for managing default inventory transaction forms and their default Print Options.

Sales Order

  • ⭐ Add the ability to copy a Sales Order as a new Sales Order or Sales Quote from the Sales list.
  • ⭐ Add all available sales functions to the Sales list.
  • In the right side of the Sales list, display the customer and customer job/sub-customer or Project as different links.

Synchronization

  • In QuickBooks Online companies, Acctivate will no longer assign a journal number using the Journal Number settings in the Company section of the Configuration Manager. Instead, Acctivate will let QuickBooks Online assign the journal number.

Web Store

  • ⭐ Create a new WooCommerce web store connector which is configured in the Services section of the Configuration Manager and uses Shopify's current APIs. The WooCommerce template in the Web Store Template window is considered legacy, as it uses deprecated APIs.