Acctivate Version 15

Autocomplete Customer and Vendor fields, New Edit Customer window, Edit Customer Ship To window, new windows for creating and managing customer contracts, customer price rules, and marketing lists; Edit Bill of Materials window; Improved Price Code Maintenance window, add support for editing Invoice header fields without voiding, support for syncing to QuickBooks Online custom fields, QuickBooks Automated Sales Tax Integration.

15 SP2

Version 15 Service Pack 2 was made generally available on August 26, 2026 (Build 7033)

⭐ = Features and improvements

Create Company

Fix an issue where a QuickBooks Online company creation interrupted by a lost server connection could not be resumed correctly the next time a user tried to log in.
Fix an error determining the sales account for a tax discrepancy item during company creation.

Customer

Fix an issue in the CYMA edition where editing a customer or customer ship-to record could save extra masking characters into the phone number field.
Fix an issue that incorrectly blocked entering a negative invoice discount percentage on the Edit Customer window for QuickBooks Desktop companies.
Fix an issue where leaving the Credit Limit or Annual Sales field blank on a customer record would save it as $0.00, which could incorrectly place the customer on credit hold.
Fix the error "Id should be a valid number." that could occur when creating a new customer in a QuickBooks Online company.
Fix an error that could occur sending emails using the Broadcast Email Messages function in the Customer menu when a related field (such as a customer name) exceeded the expected length.
Fix an issue where the Updated Date on QuickBooks Online customer records wasn't recorded in UTC.
Fix an issue where a customer's Tax Exemption setting wasn't saved.
Fix an issue where updating a single customer ship-to address could unexpectedly clear the preferred-address flag on other ship-to records, including records belonging to other customers.
Fix an issue where a single QuickBooks Online journal applied as a payment to multiple invoices could display an unusual balance despite the application being correct.
Fix an error incorrectly stating a credit card had already expired when entering a card with a future expiration date.

EDI

Fix an issue that prevented deleting an EDI trading partner once it had been linked to a warehouse or customer, even if no documents had been exchanged yet.
Fix the "Conversion failed" error that could occur importing an EDI 945 (warehouse shipment advice) for a sales order with no ship-to location selected; a clearer message now explains the issue.
Fix the EDI processing error "The type initializer for 'PerTypeValues'1' threw an exception. (while processing purchase orders for [Trading Partner])" that could occur after upgrading.
Fix an issue where 856 Advance Ship Notices using the SOPI structure could incorrectly include lot number (L) lines, which some trading partners could not process.

Email

Fix an issue where printing an email from the Email window cleared its "Sent" checkbox.

General

Fix the copyright message on the login window displaying a garbled character instead of the © symbol.

Import/Export

Fix a Shopify sync error ("An item with the same key has already been added") that could occur when exporting a shipment whose order detail was split across multiple packages.

Inventory

Fix an issue where posting an assembly for a standard-cost product could create an incorrect inventory valuation adjustment.
Fix an issue where posting inventory receipts incorrectly flagged a cost mismatch on expense lines, which aren't received.

Mobile

Increase the row height in Acctivate Mobile's pick list, lot, and transaction lists so a second line of text is no longer cut off.
Fix an issue in Acctivate Mobile Transfers where clearing the Qty field would leave a 0 instead of leaving the field blank. This could result in a typed quantity being added in front of the zero, causing the transfer quantity to be ten times what it should be. For example, 40 instead of 4.
Fix an issue where the Acctivate Mobile title bar could overlap the device's status bar.
Fix an issue where the detail list in the Android Order Picking module could not be scrolled.

Purchasing

Fix the error "Conversion from type 'DBNull' to type 'String' is not valid." that could occur when sending an email from the Purchase Order list window.
Fix missing contextual help (F1) links on the Enter Purchase Order and Purchase Invoice windows.
Fix an issue where canceling a purchase order could leave an approved additional expense amount without a matching expense line, causing the PO Invoice window's total to not match its detail grid.

Reports

Fix an issue where Acctivate could fail to switch a report to the correct SQL Server database driver, causing an "Unable to login to database" error when running the report.
Fix the exception error "A DataTable named 'ReportDefinition' already belongs to this DataSet." which could occur when opening File -> Manage Reports after a temporary server connectivity issue.

Sales Order

Fix cost of goods sold (COGS) shown on the Sales Invoice list being calculated incorrectly for kits with more than one level of sub-components.
Fix the error "Unrecognized Guid format" that could occur creating an invoice for a sales order with no terms code selected; a clear message now explains that a terms code is required.
Fix an issue in the CYMA edition where a job invoice displayed its amount as already collected instead of the amount still due.
Fix an issue where invoicing an order with a kit component missing a lot number could fail the exception error "nullable object must have value". A clearer, more specific error message is now shown.
Fix an "Either BOF or EOF is True" error that could occur when voiding invoices in a QuickBooks Online integrated company.
Fix an issue where customer-specific product price rules with quantity price breaks weren't evaluated correctly, so the wrong price code could apply.
Fix an issue where a voided invoice's number could be reused when resubmitting to Avalara, which Avalara does not allow. Now, after voiding an invoice in Acctivate, recreating an invoice will use the same invoice number with a "-1", "-2", etc. appended to the end to ensure uniqueness.

Shipping

Fix an error that could occur importing a shipment record for a sales order that has no customer associated with it.

Synchronization

Fix an issue where the message "There was a problem sending your error report." could appear even when the user hadn't chosen to send an error report.
Replace the "Reconnect" button that would appear for QuickBooks Online companies in Database Maintenance with a "Connect to QuickBooks" button.
Fix an issue where disconnecting Acctivate from QuickBooks Online did not remove Acctivate from the Manage Integrations section of the QuickBooks Online App Store.
Fix the error "Failed to convert parameter value from a String to a Guid" that could occur when opening the Customer List window in a QuickBooks Online company.
Fix an "Invalid use of Null" error syncing invoices to QuickBooks Desktop when an invoice had no tracking number.
Fix the error "BadRequest. Details: Object Not Found : Something you're trying to use has been made inactive. Check the fields with accounts, customers, items, vendors or employees." that could occur when voiding an invoice that had already been deleted from QuickBooks Online.
Fix a "String too long" error that could block an invoice or bill with a very long product description from syncing to QuickBooks Desktop.
Fix an issue where an Accounts Receivable journal with lines for multiple customers could incorrectly apply as a payment or credit to the wrong customer's invoice.
Fix a crash that could occur due to a SQL timeout exception during QuickBooks synchronization.
Improved the wording of the synchronization warning about default branch/account selection to show the branch and account name instead of internal database identifiers.

User Interface

Fix message boxes throughout the application that displayed the generic title "AcctivateUI" instead of a descriptive window title.

15 SP1

Version 15 Service Pack 1 was made generally available on July 14, 2026 (Build 7025)

Attachments

Improve the error message that occurs when Microsoft 365 needs to be reintegrated in the File Storage section of Configuration Management. A reconnection was required when updating to Version 15, however the message didn't correctly instruct the user how to re-establish the connection.
Fix an issue where reconnecting Microsoft 365 on one workstation wouldn't resolve the reconnect message on other workstations due to the token being cached.

Configuration

⭐ When reconnecting an Acctivate company to QuickBooks Online, a dialog box will appear with the option "Use QuickBooks Online to calculate sales tax if automated sales tax is enabled in QuickBooks". This option is enabled by default but can be disabled before reconnecting.
Fix the exception handling in the File Storage, Pacejet, and ShipStation configuration screens.
Fix an issue where pressing F1 in the QuickBooks Online Custom Fields configuration manager screen wouldn't open the relevant documentation page.

Create Company

Fix the error "Exception adding record to Acctivate Key {somekey} ({somerecord}) The parameterized query..." that would occur during the PO invoice import of Create Company.
Fix the create company import error "Sync payments: The given key was not present in the dictionary."
Fix an issue where customer Ship To Locations were not imported from QuickBooks Desktop during the Create Company import.

Customer

⭐ Add the Sales Order's Comment and Special Instructions field to the Open, Orders, and A/R buttons within the Transactions tab of the Customer window.
Top align fields in the Ship To tab of the Customer window.
Fix an issue where optional column in the Transactions tab of the Customer window didn't display a dash placeholder when data was missing.
Fix an issue where "Route" would not display on the Customer Ship To tab if "Stop" was blank.

EDI

Fix the error "System.InvalidCastException: Cannot cast DBNull.Value to type 'System.Guid'." that would occur when exporting an EDI transaction.
Fix the error "System.InvalidCastException: "Unable to cast object of type 'System.Decimal' to type 'System.String'." occurred" that would occur when exporting EDI transactions.
Fix the error " EDI:940:Error:Conversion from type 'DBNull' to type 'String' is not valid." that would occur when exporting 940 EDI transaction files.

Email

Fix an issue where dragging and dropping emails from New Outlook into the Email tab of an Acctivate window did not work.

Import/Export

When syncing with Adobe Commerce, order status changes will be resent during the next sync if the status change web call previously failed.
When importing orders from Adobe Commerce, held orders will be skipped for retry later and cancelled orders will be ignored.
Fix an issue where a customer import row would fail with the error "Cannot insert record. The mapping does not allow records to be inserted." This occurred when a customer-level field was mapped but no Ship To fields were mapped, the default Ship To Location ID in Configuration Manager's Customer Options did not match any of the customer's Ship To Location IDs, and the option "Discard data if matching record is not found in the database" was enabled. Now, if no Ship To fields are mapped, the import will skip the Ship To Location ID comparison against the customer's existing locations.
Add additional order and shipment details to the web store sync log when Adobe Commerce returns an error during a shipment export.
Acctivate now supports importing orders and exporting shipments for Adobe Commerce products configured as a bundle. To export shipments for bundle products, set the product's Shipment Type to "Separately" in Adobe Commerce (rather than "Together"). This resolves the error: "You can't create a shipment without products. Cannot create shipment as bundle product."

Inventory

Fix the QuickBooks sync error "Details: Please balance your debits and credits" that could occur for Assembly journals containing FIFO or LIFO costed products.
Fix the error "The parameterized query '(@GUIDINVTransactionDetail uniqueidentifier,@RegNumber int,@Tran' expects the parameter '@InvoiceNumber', which was not supplied." that would occur when posting an assembly session.
Fix the error "Posting assembly 13854 failed when re-calculating cost for detail ...: An SqlParameter with ParameterName '@PostedToINV' is not contained by this SqlParameterCollection." when posting Inventory Assemblies.
Fix the error "Column 'CostMethod' does not belong to table tbINVTransactionDetail." that could occur when posting an Inventory Balance Adjustment.
Fix an issue where the actual quantity of a non-variable component was not being updated when the Yield quantity of a process assembly was changed.
Fix an issue where selecting a Job in the Enter Inventory Issues window would always select the first Job in the list when multiple Jobs shared the same name.

Mobile

Remove the Android Mobile app version and Acctivate Mobile Web Service version from the login screen of the Acctivate Mobile app. Now that there is version compatibility checking, there is no reason to show these on the login screen.
Fix the error "System.Exception: Posting receipt 2505 failed when checking detail "..." for cost roll-forward:..." that would occur when posting an inventory receipt on Acctivate Desktop that was created from Acctivate Mobile.
Fix some cosmetic issues in the Acctivate Android app that would cause some text fields to appear as white text on white background when the device had dark mode enabled.
Fix an issue where a purple bar was displayed in the notification section of the mobile device when launching the Acctivate Mobile app.

Product

⭐ Update the Timeline of the Product window to use the display quantity and unit rather than always using the stocking quantity and unit.
Fix various display issues within the BOM tab of the Products window.
Fix an issue where some columns in the Transactions tab of the Product window didn't display a dash placeholder when data was missing.

Purchasing

Fix an issue where the Received Amount wasn't being reverted in the Purchasing window when an Inventory Receipt was voided.

Reports

Fix an issue where running a report in Acctivate may cause a Database Login dialog box to appear.

Sales Order

Top align fields in the order detail rows of the Sales Order window.
In a QuickBooks Online model company with Automated Sales Tax enabled, sales tax will be calculated at 0.00 for any customers that were created in the Acctivate model company since they have not been synced to QuickBooks.
If a Lot or Serial number has been over selected for a sales order detail line, the selected Lot / Serial quantity will display an error icon and the user will be forced to correct the quantity before moving off the line. This prevents lot and serial numbers from being oversold.
Fix an issue where a lot or serial number from a different warehouse could be entered on a sales order detail line, even when a specific warehouse was selected.
Fix an issue where product pricing Low and High quantities were only evaluated when the sales order unit matched the price unit. Now, the sales order unit will be converted against the price unit to determine the validity of the Low and High price quantities.
Fix an issue where there could be a discrepancy in the available lot quantity if lot number on a sales order line is changed to another lot number.
Fix an issue where Lot / Serial numbers were not associated with an invoice detail line after creating an invoice. This caused the lot and serial numbers to not appear on an invoice form.
Fix the error "Unhandled exception trapped ... is not a valid value for property 'Width' ... " that would occur when editing a sales order.
Fix the error "System.InvalidCastException: Conversion from type 'DBNull' to type 'Decimal' is not valid." that could occur in the Sales list if an order has a variable weight lot record and the weight field is null.
Fix the error "Incorrect syntax near the keyword 'And'." that would occur when editing a sales order while the Sales list was open and a custom filter was selected.
Fix the error "Conversion from type 'DBNull' to type 'String' is not valid." that would occur when emailing a QuickBooks created sales invoice from the Sales Invoice window.
Fix the error "...expects the parameter '@StoreLocation', which was not supplied..." that occurs when creating an invoice.
Fix an issue where the last decimal place of a price in the Sales Order window would wrap to a new line.
Fix an issue where the Edit Customer Invoice window was missing the button to edit / view Invoice Detail custom fields.
Fix an issue where tax amounts weren't being sent to Avalara.
Fix an issue where invoicing an order would create duplicate inventory transaction details when an order detail line had multiple lot numbers assigned on a Picklist.
Fix an issue where invoicing a catch weight line item would set the order line amount to $0.
Fix an issue where completing a Picklist on the Picklist tab of the Enter Sales Order window would sometimes not set the sales order's workflow status to Picked.
Fix an issue where a user is not prevented from invoicing a sales order when a location is not set and the "Require locations on all transactions" configuration option is enabled.
Fix a "Scale of amount" error that could occur when using QuickBooks Online to compute tax for a price with too many decimals.
Add a scroll bar to the Special Instructions field in the footer of the Sales Order window. This fixes an issue where long Special Instructions may not be fully displayed and the user would have no way of viewing the whole message.

Synchronization

⭐ Product Classes used on a sales order will now be created as items in QuickBooks Online if they don't already exist. This allows the Product Class to be passed to the QuickBooks Online Automated Sales Tax engine, which checks whether the corresponding item has any specific tax configuration applied.
Fix the error "Error updating QB invoice with ID ... to match Acctivate ...: BadRequest. Details: Object Not Found : TxnType does not match read: Credit Memo expected: Invoice" that would occur when a sales invoice was given a 100% discount in a company integrated with QuickBooks Online.
Fix an issue where the QuickBooks Online SyncToken refresh could fail in QuickBooks Online companies with a non-English language setting enabled.

15

Version 15 was made generally available on May 21, 2025 (Build 7016)

Attachments

⭐ Add a new step to the File Storage configuration screen that allows users to move file attachments stored in the database to a linked OneDrive or SharePoint folder. Once moved, the files are deleted from the Acctivate database, helping reduce overall database size
⭐ Add support for attaching documents to vendors in the Vendor list.
⭐ Add support for attaching documents to payments in the Enter Payment window and Payments list.
⭐ Add support for attaching documents to inventory transactions in the Transactions list and the various Enter Inventory Transaction windows.

Configuration

⭐ Add a user preference option to automatically open the Inventory Manager window upon login.

Customer

⭐ Create a standalone Customer Ship To window for creating and editing customer ship to locations.
⭐ Add a standalone window for creating and editing customer Contracts.
⭐ Create a standalone window for creating and editing customer-specific prices.
⭐ Create a new, simplified Edit Customer window accessible from the Customer window.
⭐ Create a standalone window for managing which Marketing Lists a customer belongs to.

Database Maintenance

⭐ Add IssueAccountID, NonInvOffsetAccountID, LaborOffsetAccountID, OtherChargeOffsetAccountID, ShippingOffsetAccountID, and LandedCostOffsetAccountID fields to the Warehouse database view within the QuickBooks edition.

General

Fix an issue where the Product list could be opened from the footer of the Enter Sales Order window despite the Product permission being set to "Not Allowed".

Installation

⭐ Install Microsoft OLE DB Driver 19.4.1 for SQL Server and remove support for SQL Server versions that are no longer supported by Microsoft (SQL Server 2014 and earlier).
Running the Acctivate installer on a computer where Acctivate is installed and selecting the Repair option will now reinstall any missing third-party components. Previously, the Repair option only repaired the Acctivate package and did not reinstall third-party components.
Fix an issue where the installation of Acctivate could fail if a newer version of the Crystal Reports runtime was already installed. Acctivate will now detect an existing newer version and will not attempt to install its bundled version of the Crystal Reports runtime.

Inventory

⭐ Add a Timeline tab to the Transactions window to allow viewing Business Activities related to an Inventory Transaction.
Fix the error "There is already an object named 'PK__#Visited__...' in the database." that could occur when posting a transaction.

Inventory Issue

⭐ Add support for autocompleting the Customer / Job / Project field in the Enter Inventory Issue window.

Mobile

⭐ Added a message in the Acctivate Mobile app to alert users when the mobile web service and Acctivate versions do not match. The message indicates whether Acctivate Desktop or the Mobile Web Service needs to be updated.
Fix an issue where the warehouse locations for assembly components in Acctivate Mobile were defaulting to the component's primary location instead of using the locations selected in the Assembly session.

Payment

⭐ Add support for autocompleting the customer name in the Customer field of the Enter Payment window.

Pricing

⭐ Add an Export button to the Price Code Maintenance window which sends the visible grid's data to Excel.
⭐ Add support for deleting multiple Price Code rows at once in the Price Code Maintenance window. Select a row, hold Shift, then select another row to highlight a range. Press Delete to remove the selected rows.
⭐ Update and improve the Price Code Maintenance window. Improve the presentation of the Price Category and Price Code relationship by moving the Price Category field to the header and displaying its related Price Codes in the grid. Also, add a Save and Cancel button to the footer.
Fix an issue where customer specific price codes would display in the Products tab of the Price Code Maintenance window.

Product

⭐ Add a standalone window for editing an Assembly, Assortment, or Kit product's Bill of Materials.
⭐ Expand the Product ID autocomplete feature to include Labor, Shipping, and Other Charge products.

Purchasing

⭐ Add Business Activities to the Timeline tab of the Purchase Order window.
⭐ Remove the prompt asking the user if they are sure they want to add products to the Create Reorders and Create Assemblies window. Once records are added, they can be removed if necessary.
⭐ Add support for autocompleting the Vendor Name field in the Enter Purchase Order window, showing best matches as you type.
⭐ Add support for autocompleting the vendor name in the PO Vendor field of the Create Reorders, Created Drop Ship, and Create Special Order windows.
⭐ In the Vendor Product dropdown of the Enter Purchase Order window, display the Price, Unit, Last PO Price and Unit, and Lead Time.
Fix the error "Error in [PurchasingWizard].[CreatePOs].Drop Ship PO creation for vendor...Ambiguous column name ..." that would occur when the same custom field name was used for an Order and Order Detail.

Reports

⭐ In the Inventory Assembly Work Order report (INVAssembly.rpt), the "Substituted for…" text will now be displayed below a component that has been substituted.
⭐ Add column headers to the Top N Customer Payments by Date (TopNCustomerPaymentsByDate.rpt) and Top N Customer Payments by Amount (TopNCustomerPaymentsByAmount.rpt) reports.
⭐ Improve the layout of the Track and Trace form's header.
⭐ Drilling down on a Customer, Product, or Vendor in a report will now open the corresponding read-only window.
Fix an issue in the Margin calculation of the Product Class Summary report (SalesByProductClass.rpt). The Margin formula was subtracting the line discount amount from the line amount, however the line amount was already reduced by line discount.
Update the header section of the default inventory transaction forms so the Description section can expand to display all text entered in the window’s Description field. This fixes an issue where some of the Description text could be cut off of the form.
Updated the Inventory Lot / Serial Report (InvOnHandLots.rpt) to exclude lot and serial numbers with zero quantity on hand. Additionally, if the product does not use Actual Cost, the value for the lot or serial row will now be suppressed. This fixes an issue where a null value in the database was displayed as 0 in the report, which could be confusing.
Fix an issue where sales forms always displayed lot and serial quantities in the stocking unit; however, the sales unit was always displayed, even when it did not correspond to the stocking quantity. Lot and serial quantities will now display in the stocking unit by default. If the quantity is evenly divisible by the sales unit, it will be converted and displayed in the sales unit instead.

Sales Order

⭐ Add support for editing certain header fields in the Edit Invoice / Credit Memo window. For example, the Salesperson, Terms Code, addresses, and QuickBooks Class fields can be edited without voiding the invoice.
⭐ Add support for autocompleting the customer name in the Customer field of the Enter Sales Order window.
⭐ Improve the scaling of the Lot grid in the Enter Sales Order window when using high DPI display.
⭐ Add a new picklist sort option: "Primary then highest availability first." When selected, the system picks from the product's Primary location first; remaining locations are then sorted by highest availability. This joins the existing "Highest availability first" and "Lowest availability first" options.
Fix an issue where a Pack List couldn't be printed from the Sales Order manager for orders containing only Special Order lines.

Sales Tax

⭐ Integrate with the QuickBooks Online Automated Sales Tax feature. Once enabled, sales tax is automatically calculated for sales orders entered in Acctivate, ensuring accurate and up-to-date tax calculations.

Synchronization

⭐ Add support for mapping certain Acctivate field to Custom fields on Invoices and Credit Memos in QuickBooks Online.
⭐ Add a new Sync Log window that allows all users to view sync log warnings and errors. In this window, users can filter and search entries, as well as mark sync log entries as read.
⭐ For QuickBooks Online companies, journals are no longer created immediately after invoices or inventory transactions are posted. Instead, journals are created during background and manual syncs. This results in fewer, more consolidated journals from Acctivate.
Fix an issue where editing a sub-customer's attributes without changing the parent customer would trigger the QuickBooks Online sync error "Cannot Change Who Customer Bills With."