New Articles

  1. A/P Reports

  2. Overall Balance on Invoice

    Setup On the Invoice Printout tab at Accounting / Setup / Location Preferences , select the Print Overall Balance option and choose Save . When the option is selected, the customer's Overall Balance at the time the...
  3. Product Order from Field Plans to Bookings

    When importing Field Plans into a Booking, an option to not combine like items can be selected on the Import Plans / Sales Orders window. If this option is selected, the Products will display in the order they were entered on the Field Plans. ...
  4. Purchase Order Change Log Report

    The Purchase Order Change Log report displays details of edits made to Purchase Orders. Navigate to the Purchase Order Change Log report at Accounting / Accounting Reports / Inventory / Purchase / Purchase Order Change Log . Designate the Purchas...
  5. Using Generic Prepay with Unpaid Product Bookings

    Multiple Bookings may be added to a single Invoice, including an unpaid Product-specific Booking and a generic prepaid Booking. This is helpful when a customer prepays for a Product that may have to be changed before or at the time of de...
  6. Position Analysis Report

    The Position Analysis report is available at Accounting Reports / Inventory / Inventory Position. This report helps determine the net inventory position on Products (approximates an amount available for sale) and values that inventory. It also ass...
  7. Bar Code / Price Labels

    When printing Product Labels, choose to include or exclude information to display on the label. Navigate to the Bar Code / Price Labels report found at Accounting / Accounting Reports / Inventory / Products. Designate the Product Labels criter...
  8. Generic Prepaid Bookings

    There are 2 ways to create generic Bookings in Agvance: Create a generic prepay product in a miscellaneous inventory department. Use this product on a Booking, entering the dollars to be received in the Quantity  column and $1.00 as the Unit Pri...
  9. AP Bill Import

    Navigate to Accounting / A/P / Add/Edit Bills . On the Select an A/P Bill window choose Add . Indicate the Vendor and choose Select . On the Add a Bill window, select Import File . On the Select Import File window select the Browse ...
  10. Open Item Statement

    The Open Item Statement shows only Invoices that are open at the time the Statement is processed. This Statement style is ideal for Customers requesting to only see open Invoices or for fast-moving accounts with a lot of activity to help the Custome...