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Last Updated: 09/14/2023
in Education eLearnings This lesson familiarizes you with the information stored in the Hub Customers Master File.
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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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Last Updated: 08/04/2023
in Forms Invoice forms are compatible with Agvance Invoices, Sales Orders, Bookings, and Delivery Tickets. NCR Invoices allow for signatures, notes, and other important information to be added after printing. Form options include: 1, 2, 3, and 4-part for...
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For the Full Accounting edition, Vendors with balances as of the online date are the most important to enter. However, it is strongly recommended to enter any Vendor who has paid any kind of disbursement. Add Vendors by going to File / Open / Vendo...
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The Warehouse App is available for use on a phone or tablet in both iOS and Android. This powerful app offers real-time access to inventory levels and customer orders. Easily receive and verify incoming shipments, create, assign, and load outbound t...
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The Preference area found at Accounting / Setup / Preferences allows several options to be set and therefore customize, to a degree, the way the program works. Quite often, these default settings may be overridden as transactions are being e...
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Record Customer payments and adjustments updates Customer A/R balances and affects the General Ledger.
Money received from customers on account is handled at the Payment on Account screen which is acc...
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Add all items currently on hand for resale as well as any services that are invoiced. Any Product carried in different units should be added as separate items. For example, a chemical packaged in 2.5 gallon jugs and also 30 gallon drums would be two...
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Last Updated: 10/17/2024
in Knowledge Base KB General
Shipping Order Manager, an additional purchase module, is a tool to help manage wholesale businesses and gives the opportunity to manage the shipment of product from the manufacturer directly to the customer or from the inventory to the customer t...
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View Recently Added dashboards on the SKY Analytics Overview page. Favorites display under the recently added dashboards and are grouped by category. The Search Dashboards field searches for dashboards across all projects in Analytics. Use...