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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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Overview Before ending the fiscal year, it is best to deposit as many of the outstanding entries in the Make a Deposit screen as possible. Ideally, the window would be empty for the start of the new year. If outstanding items remain, Agvance ...
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Last Updated: 01/05/2026
in Professional Services Traveling to SSI – Shelbyville 140 E. South 1st Street
Shelbyville, IL 62565 Shelbyville is located on the intersection of Routes 128 and 16 in central Illinois and is approximately 2.5 hours from the St. Louis airport, 3.5 hours south of Ch...
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Bank Reconciliation
Reconciling the bank statement may be done as often as a statement is received from the bank. Holding the fiscal month open for this task is not recommended since reconciling can be done in the following month and an...
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Viewing Payments
A listing of all payments made toward the customer's account can be viewed from the Payments menu. This includes both Regular I...
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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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Last Updated: 03/31/2026
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 / Use...
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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: 03/23/2026
in Education
Select the course for more information, then available dates to complete an online registration form.
Cancellations received up to 10 business days prior to the date of the class will receive a full refund. Cancellations less than 10 busi...
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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 ...