Updated Articles

  1. Correct Vendor Prepay Balance across Fiscal Year End

    Current and prior year Vendor Prepay balances can be corrected in prior and current datasets as long as the current year dataset is still in Fiscal Month 1. Log into the current year and add a Prepay A/P Bill for the Vendor whose balance is i...
  2. Prepaid PO - Specific Product

    When paying for specific Product, it is important to follow the instructions below through the entire process. A good report to help track Prepay versus regular activity of a Vendor is the Vendor Detail report found in Accounting Reports at ...
  3. Transfer Vendor Prepay

    This utility was designed to simplify the process of transferring vendor Prepay to the Regular account or receiving a refund Prepay check from the Vendor. The Transfer Vendor Prepay utility is found at Accounting / A/P / Transfer Vendor Prepay ....
  4. Partial Prepay to Vendor

    Sometimes a partial payment is paid to a Vendor to lock in a specific price for Product that will be purchased at a later date. An example of this might be prepaying $0.05 per gallon for Propane to the Vendor which locks in an actual Product cos...
  5. Webinars

  6. Vendor Prepay for Product that has Decreased in Price

    If the prepay Purchase Order was created and paid in the prior year and it is preferred to recognize the loss in the prior year, set up a new general ledger account in the current year and the prior year called Recognized Inventory Value Loss of ...
  7. Charging for Seed Treatments

    Using the price rollup feature on an Invoice allows charging for a seed treatment and displays the Products that were used in the treatment but excludes the Product prices and quantities. To exclude the prices of the seed treatment Products, crea...
  8.  Credit Letters

        If using the Credit Management feature, collection form letters may be set up at Setup / A/R / Credit Letters . These letters can then be sent to the Customers based on aging calculations and automatically log a cr...
  9. Manage Credit Actions

    Credit Actions can be accessed at A/R / Manage Credit Actions or through the Credit tab on the Customer file. The Credit Actions area is like a tickler file. It can be used for collection purposes, such as entering payment promises, or it co...
  10. Multiple Salespeople in Agvance

    Setup By Customer By Department Multiple Salespeople can be added to a Customer profile in Agvance. Selecting Sales. Overrides on the Customer Profile tab opens the Department Salesperson Overrides window. He...