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At Accounting / Setup / Pay Methods change the G/L account associated with the credit card payment methods to your credit card pending G/L account. Add a payment method for any card types you accept that are not already listed. Enter payments as...
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Last Updated: 11/22/2022
in Knowledge Base Hub
The following explains the API lock process and what functions are unavailable while the database is locked. When this utility is used, any updates or posts to the database via API will be blocked until the utility is unlocked. This also includes an...
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Booking Payment Methods can be set up at Setup / A/R / Booking Payment Methods . These Booking Payment Methods can be selected from the Planned Booking Payment Method drop-down on the Add Booking window to note how the Customer plans t...
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Last Updated: 01/07/2025
in Knowledge Base Hub CRM
Advantages Manage Customer communications. Monitor Customer activity. Identify and segment Customer opportunities. Maximize each Customer’s sales potential. Save time and money with electronic delivery of transaction-related documents. Fea...
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The Product Price Audit report displays price changes made using Edit Product Pricing , Edit Product Pricing Using Formulas or at the Product Pricing tab. This report can be filtered by product, date range, price levels, and optionally by a dol...
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Follow these instructions when the value of the Commodity being transferred is different at the receiving Location than the source Location. The values can often be different due to transportation costs. This illustration is for one Commodity only. ...
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A signature can be set up by selecting the User drop-down and choosing My SKY Account . Select Add Signature to draw a signature using either a mouse or finger. Choose Save when done. The signature will display on the Signature ...
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Ending the Fiscal Year of a business is an important step. Several data files are archived, purged, and/or reset for the new year. The dataset that held the closing year's data is archived and a new year's dataset is created. The starting balances...
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The Agvance Data Link import provides a database of Product information that may be used to populate both required and non-required data fields and update certain existing data fields in Agvance. This data is sourced from an industry-wide database...