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Last Updated: 10/29/2025
in Professional Services
SSI uses LeapFILE to send and receive data files in a safe and secure environment. When sending data files to SSI, the following steps should be followed. This process automatically initiates an email to the SSI Team, alerting them when a file has...
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Last Updated: 07/06/2026
in Knowledge Base Mobile Apps
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Record Customer payments and adjustments updates Customer A/R balances and affects the General Ledger.
For information regarding taking Payments in Agvance SK...
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Some Customers may choose to have payments directly paid from their checking accounts. This function allows the payments to be entered in Agvance and an ACH file to be created to withdraw the amounts from customer bank accounts. Setup for the ACH fi...
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The Overview page in SKY Customer houses general Customer information, lists recent activity, provides certain documents, indicates to which Classification(s) the Customer belongs, and gives the ability to view or download Statements.
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For more information on Bookings in Agvance SKY, see Bookings - SKY Customer and Bookings - SKY Order .
Add Booking
Splits – This allows any predefined splits that might have been set at the
Customer Selection scr...
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The Combo Statement, which includes both Regular and Prepay activity on the same report, offers many different report options providing flexibility in determining how the statement will look.
Some features of the Combo Statement...
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The My Approvals tab in Agvance SKY Vendor lists all Bills ready for approval by the Uuser currently logged in.
Select the Expand icon to view additional details including the G/L Account , Description , Amount , Quantity ,...
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The Accounting Location Preferences at Accounting / Setup define how the dates and other Invoice and Delivery Ticket screen inputs default. Invoice printing options are also determined here. For example, choose whether or not to print the ...
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Last Updated: 07/06/2026
in Knowledge Base Hub Hub Setup
General
Login Using Windows User – This logs users into Agvance automatically based on their Windows login account. Once this option is checked, the Windows Login ID field must be filled out for users at Hub / Setup / Users on the ...