AcctVantage

AcctVantage has been an actively supported Mac accounting software package since 1987. Because of AcctVantage’s long history on the Mac, the majority of customers are using Macintosh in their businesses!

Seamless OS 9 to OS X Migration

Not only does AcctVantage run on both OS 9 and OS X (native), you can mix and match OS 9 and OS X in any combination on your network! AcctVantage’s plug-and-play simplicity makes migrating your operation from OS 9 to OS X a no brainer. With AcctVantage, you can even migrate one machine at a time if you want!

A Decade of Doing Windows

AcctVantage users love the fact that no matter what platform they choose to use–or migrate to, or migrate from, or comingle, or mix, or whatever–AcctVantage is ready to go. It’s yet another way AcctVantage can do a great job running your business on Windows and/or Macintosh.

AcctVantage runs on all current (and some older) versions of the Windows OS, and has for almost 10 years!

Currently supported Windows OS versions include:

• Windows 2000
• Windows 98
• Windows ME
• Windows NT 4.0
• Windows Server 2000
• Windows Server 2003
• Windows XP

Accounts Payable

• Vouchers
• Disbursements
• Payables management process
• Check register
• Check reconciliation
• Vendors
• On-screen AP aging
• Voucher templates
• Duplicate vouchers
• Payroll integration

Accounts Receivable

• Receipt entry
• Integrated credit card authorization
• Unlimited number of user-definable receipt types
• Credit limit and sales terms management
• Credit hold management
• On-screen AR aging
• AR call list

General Ledger

General Ledger is the core of AcctVantage business management software. Each module is tightly integrated with the accounting system with no need for double entry of data. AcctVantage ensures that your financial data is up-to-date, accurate and readily available - and you won’t need and accounting degree to make it work!

AcctVantage maintains complete, transaction-level history for an unlimited number of years. With AcctVantage, you can generate detailed financial reports from any date in your history, at any time.

Each master account can be subdivided into multiple Profit Centers and Departments. Transactions automatically roll up, without double entry, for both detailed and summary reporting. For added flexibility, AccVantage easily integrates with Microsoft Excel.

• Fully customizable Financial Statements
• Chart of accounts
• Batch and/or individual document Posting
• External transaction import
• Tax areas
• Fully flexible fiscal period setup
• Modifiable account number ranges
• Deferred revenue sales
• Recurring GL entries
• Reversing GL entries
• Budget data exchange

Job Tracking

• Revenue and cost analysis
• Reporting against budget for customer projects
• Multiple phase and task tracking
• Deadline tracking
• Sales Document, Purchase Order and Inventory Maintenance links to jobs via respective screens
• Auto-linked sales documents, purchase orders and inventory maintenance transactions
• Labor import

Manufacturing

• Product and SKU management
• Inventory history drilldown
• Inventory Maintenance transactions
• Moving Average and FIFO costing
• Serial Numbers
• Assemblies
• Kits
• Product Templates
• Work Orders
• Quick assembly build

Order, Invoice, Credit Memo Processes

• Modifiable Invoice, Quote and Order forms
• Fully configurable line item columns
• Order templates
• Order margin
• Flexible pricing model/price schedules
• Discounts/Promotions management
• Lead source tracking
• Backorders
• Integrated Credit Card Processing
• On-screen sales analysis tools
• Comprehensive sales master screen
• Print Pro-Forma and/or Commercial Invoices
• Support for GST/PST taxes
• User-Definable Surcharges. (like fuel or handling charges.)
• Lot or Serial Number based fulfillment

Products & Inventory

Not having the right inventory on-hand can cost you sales. Having too much of the wrong inventory ties up your cash.

AcctVantage helps you understand where your inventory levels need to be in order to maximize your sales and minimize your costs. AcctVantage also saves you time and money by effectively managing day-to-day warehouse operations.

AcctVantage helps you lower inventory carrying costs by providing you with tools to analyze product usage. Inventory statistics provide the data you need to effectively plan stock levels. When combined with product reorder and automatic purchase order features, AcctVantage helps make sure that you have enough, but not too much, of the right products available to sell. These features dramatically improve your inventory turns and maximizes your inventory investments.

AcctVantage includes a long list of inventory features normally found in costly ERP systems including:

Inventory

• Multi-warehouse
• Serial and lot number
• Materials Resource Planning: MRP
• Cost management/planning/forecasting
• Product and SKU management
• Inventory history drilldown
• Inventory Maintenance transactions
• Moving Average and FIFO costing
• Serial Numbers
• Price Breaks
• Reorder levels
• Product Aliases
• Inventory lots
• Physical Inventory import
• Turns
• Months on hand

Distribution

• Integration with popular shipping systems
• Lot and serial number fulfillment
• Stock-level management
• Multiple warehouses
• Warehouse transfers

Purchase Orders

• Dynamic re-order points
• Forward-looking inventory requirements analysis
• Purchase Orders
• Vendors
• Purchase analysis view
• Auto create purchase order from sales documents
• Purchase order templates
• Auto-purchase order
• Duplicate purchase orders
• Email purchase orders

Reporting

• Ad hoc drag and drop
• Access to all tables and fields
• Forms editor
• Integration with Excel
• Easy export
• User-definable reports
• Incredibly strong audit trail
• Great security: limit user access to information
• Core Accounting: all the other operations feed directly into it
• Integrated: no double entry or re-keying

Sales & CRM

AcctVantage will make you money. With a full suite of Customer Relationship Management (CRM), marketing and analysis tools, AcctVantage puts the information needed to drive your sales where it belongs; in the hands of your front line staff and managers.

You can make more calls and close more sales using the AcctVantage approach to CRM. The unique Sales Master screen gives you one-click access to a complete customer snapshot to help you get the most out of each opportunity.

The comprehensive Sales Analysis screen puts your clients complete item quantity and price history at your fingertips. This provides you with the hard facts needed to quickly identify up-sell opportunities.

Your Sales Manager will love the AcctVantage forecasting tools. They’ll be better able to spot sales trends and understand the sales cycle.

Sales

• Quotes
• Orders
• Invoices
• Integrated credit card authorization & processing
• Planner and task management
• Sales analysis tool
• Marketing/lead source management tool
• EDI: electronic data interchange capable
• Job Costing

Integrated CRM (Customer Relationship Management)

• Lead Source Management w/Promotions
• Contacts and integrated correspondence tracking
• Email sales documents & statements
• Bulk Email
• Tasks & Reminders
• Planner
• Quotes & Sales Opportunity Tracking

Shipping

• Integrated UPS, FedEx and other shippers
• Unlimited Billing/Shipping Addresses
• Ship from multiple warehouses
• Required Ship Date (by line item)
• Tracking number status lookup
• Shipping notification emails