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.

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

⭐ = Features and improvements

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."