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Last Updated: 06/30/2023
in Knowledge Base Hub CRM Successfully implementing a CRM (Customer Relationship Management) program at your business is a process requiring planning and execution. In the business world, a number of CRM implementations fail for a variety of reasons but often they lack mana...
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Last Updated: 03/31/2022
in Education Educational Pathways The Agvance SKY Order app gives office and sales staff the ability to create orders from any device using a Chrome or Safari web browser. All Orders are saved to the Agvance database in real-time making this web app a valuable tool. Order Videos ...
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Last Updated: 02/02/2024
in Knowledge Base Hub Hub Setup Used to maintain information about custom applicators, this area at Hub / Setup / Applicators is optional but gives the ability to indicate the driver on a particular job. Reports may be run on applicators listing those whose selected dates have ...
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Last Updated: 09/06/2023
in Education eLearnings Four types of adding AP bills, three methods of completing AP disbursements, and voiding transactions are demonstrated, practiced, and reviewed. Learning can be customized and shortened by only completing needed topics. Start Course ...
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When a sum of money is prepaid to a Vendor for unspecified Product, the credit balance is established using the Quick Check function. At G/L / Quick Check , select the correct Vendor and check the Use Prepay checkbox. This debits the Accounts P...
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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 ...
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This function at Accounting / Inventory / Manufacture Inventory creates some manufactured product based on the formula defined at the product level. The formula is established for a set quantity. The raw materials are relieved and the inventory fo...
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To pay Bills that originated from a Purchase Invoice, an A/P Bill, or a prepaid Purchase Order, go to A/P / Pay Bills . The first screen allows filtering of the bills to be paid by due date, by ACH , Non-ACH , or EFT Vendors, or by selecting Ve...
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In Agvance, one check number sequence is maintained for each checking G/L account. Some companies may have more than one location printing checks from the same checking account, or several printers may be used for check printing at a single locatio...