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ACCTivation! 2007
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We've
picked a date! The third
annual ACCTivate! users conference will be held
May 8 – 10, 2007 in Arlington,
Texas.
It's
never too early to reserve the date on your calendar!
ACCTivation!
2007 will have presentations like tips & tricks, advanced system
usage, Crystal Reports training, question and answer sessions and
much more.
In addition, you
can meet the ACCTivate! team and other ACCTivate! users from across
the country.
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Software Updates
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The ACCTivate!
Software Maintenance plan is designed to provide subscribers with the
newest version of ACCTivate!.
This plan
includes both web-updates and full-version releases. CYMA users recognize it as SMP,
while QuickBooks users recognize it as part of the new SMS plan.
Either way, it's
the annual subscription that provides you with updates and new
version releases.
Without a
current subscription, users are not granted access to those updates
and releases.
Please contact
the Alterity sales office for more information on your Software
Maintenance plan.
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Feature Story
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QuickBooks
Gold Developer Luncheon
October 19, 2006 (Intuit, Inc. - Mountain View, CA)
ACCTivate! was recognized by Intuit as a QuickBooks Gold Developer in a
luncheon event held at Intuit's Mountain
View, CA
headquarters.
Alterity
CEO and President Ron Souder and Marketing Communication Manager attended the event which was themed as a developer
graduation.
 The festivities included a speech by Intuit
Senior Vice President and General Manager Brad Smith and a video that
highlighted the relationship that Intuit has with key integrated
products like ACCTivate!.
One
of the most memorable segments of the video was an interview with SoftAir USA, an
ACCTivate! user.
They
explained how ACCTivate! helped them as they grew from a small business
doing $400,000 in sales to a company that expects $40 million in sales
for 2006.
Following the video, while donning a
gold cap and gown, Steve accepted the Gold Developer
diploma.
This
lead into a meet and greet time where Intuit employees interacted with
Ron and Steve and learned more about how ACCTivate! helps solve
business problems that many QuickBooks users face.
The
Gold Developer status is significant.
It means ACCTivate! is acknowledged as a leading developer of
business software that integrates to QuickBooks.
Out of the hundreds of packages that integrate to
QuickBooks, less than a dozen earned Gold Developer status. The entire ACCTivate! staff is honored to
receive this recognition.
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Customer Profile
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Customer
Profile : Discovery Distribution
Discovery Distribution of Centennial, Colorado (www.discoverydistribution.com)
is a growing distributor of electronic home integration products.
They handle products from dozens of vendors and
many product lines. These
products include basics such as wire, cable, connectors and audio
equipment to higher-end items such as TVs, surround sound, receivers
and more.
 Juan Fuenzalida, Vice President of
Operations, joined the company nearly two years ago.
He
knew it was time to implement technology to solve their business
problems. Also, in an industry
with heavy competition, Juan wanted to use technology to gain an
advantage over his competition.
After getting settled into his new position, Fuenzalida
researched the options and made the decision to purchase ACCTivate! in
October 2005. They went live with
the software in January 2006.
"ACCTivate! has had a
tremendous effect on our business!
We now finally have control over how we manage inventory. We're not flying blind, which I felt
we were before when we were running QuickBooks alone. It's been great," said Fuenzalida.
Getting
control of their inventory has helped Discovery Distribution in several
ways. It's much more than just
knowing where each product is, but the entire order flow process has
been enhanced.
Fuenzalida
continued, "For the warehouse
guys, it's so much nicer to have a pick ticket [from a sales order] to
be able to identify where the product is because the bin location is on
the pick ticket. It's been a big
plus. The company is now much more
organized because of ACCTivate!."
Fuenzalida
also found that ACCTivate! was more than just an inventory control
system. Instead, he saw features
and capabilities that provided full management over major areas of his
business.
"For me, the reporting helps
me the most. It allows me to see
what's going on as far as 'are we making money or losing money?', 'what
customers are we not charging enough?' and the reports give me that
information," Fuenzalida concluded.
The
Discovery Distribution team was also impressed at how well the installation
and configuration process went.
"The implementation process went
fairly smoothly. I've been
through other system implementations that were much more difficult," said
Fuenzalida.
The
entire ACCTivate! team is very pleased to have yet another success
story with our software. We're
looking forward to many years of working with the Discovery
Distribution team to help them achieve their business goals.
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Organize, modify
and add reports
Define
reports in the Configuration Manager
There
is yet another way to configure ACCTivate! to meet your company's
specific needs.
Through
the ACCTivate! Configuration
Manager, you can add and reorganize custom reports created with
Crystal Reports.
Configuration
is performed in the Configuration
Manager > Reports folder >
Reports Catalog > Reports tab.
There are quite a few elements that may be defined for each
report.
Reorganization
of reports can be controlled by the module and folder you select for
the report.
During
the configuration process, select the module from the drop-down menu that
you want the report to show in ACCTivate!.
In the example above, Issue is selected as the module, which makes the report
available in Activities >
Business Activity Reports.
This next table
illustrates the modules found in the
Module drop-down menu and where applied reports will be
shown.
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Selected
Module
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Location
in the system
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Issue
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Activities > Business
Activity Reports
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CustomerInfo
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Customer > Customer
Reports
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Inventory
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Inventory > Inventory
Reports
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Purchasing
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Purchasing > Purchasing
Reports
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OrderProcessing
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Sales > Sales Order
Reports
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JobMgmt
(for CYMA only)
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Job Management > Job
Management Reports
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Reports
are organized within folders to group reports together. You can use existing folders or
create new ones.
Just
enter the new or existing folder name in the
Folder field. If it's new, the folder will be created and
will appear in the report window for the specified module.
In the example below, a
folder named Forms was
created and appears in the Issue
Tracking Reports window. Multiple reports can exist in a folder.
Also,
new custom reports can be added by adding the report to the Reports tab list. Click Edit to add a report and a
blank line will appear at the bottom of the list. Then define the below information for
the new report.
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Elements to define for
each report
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If it's a custom report, not a standard
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The unique ID
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The module it is for
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The folder it will be in
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The default printing orientation of the
paper
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The number of copies to print
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The description that will display in the
report window
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The actual file name for report definition
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The default paper size for printing
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Whether or not the print job will be
collated
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The permission a user must have to access
it
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Whether or not to hide the report in the
report window
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A format for printed documents (i.e. a
sales order or quote)
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A note about the report
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For both new and
existing reports, you can also select the type of criteria that will be
filtered by the user.
This is
configured in the Report Catalog > Report Selection Prompts tab (as shown below) and will appear in the Report Selection Criteria window when the specific report is selected by a
user.
This and more is taught in the
Beginning Custom Reporting class,
which is held every third Monday of the month.
Find out more about training
classes
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QuickBooks Merchant Services
ACCTivate! users across the country agree
that ACCTivate! is a powerful tool that is loaded with features,
functions and abilities that are not found in other similarly-priced
systems.
We're proud that we are the only QuickBooks integrated system
that has the ability to accept credit card payments online through QuickBooks Merchant Services.
QuickBooks Merchant Services Integration
This standard ACCTivate! feature allows credit
cards to be taken and billed for an order inside of ACCTivate! when
that order is invoiced.
The benefit for
ACCTivate! users is clear. You
can enter credit card information directly into ACCTivate! without
having to have QuickBooks opened.
The payment is
then processed online and all relevant information is passed over to
QuickBooks during the next normal synchronization.
This module is available for QuickBooks users, as it relies on
QuickBooks Merchant Services
to process the credit cards online.
Again, this is not an add-on module, it's part of the base
ACCTivate! system.
For more information about using QuickBooks Merchant Services
for your business, please contact your ACCTivate! representative.
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New faces on the ACCTivate! team
We're
always on the lookout for talent to join our team, especially as more
and more companies run ACCTivate! each month.
Stephen
Stull
Stephen
recently joined Alterity as an
implementation specialist and has hit the ground running. He's brought an impressive mix of
talent, education and enthusiasm with him to the ACCTivate! team.
He's known that he's
wanted to be involved in business for many years. This desire started when he began
tracking stocks and watching financial news programs as a child. He eventually created an investment portfolio
in high school from money made mowing lawns.
From
there, Stephen graduated from Texas
Christian University in Fort Worth with a double major in
accounting and finance. He is
currently working towards a Masters degree in accounting at The
University of Texas at Arlington
and will graduate in 2007.
Stephen
lives in the greater Dallas/Fort Worth, Texas area and enjoys watching TCU
football, rock climbing and reading.
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CYMA Version 9 and other updates
CYMA Users - ACCTivate!
is not yet compatible with the just-released CYMA version 9.
Many CYMA users have asked if ACCTivate! 6.0
is compatible with the new CYMA Version
9 that was just recently released.
Unfortunately, ACCTivate! 6.0 is not compatible with CYMA Version 9.
Please do not install CYMA Version 9
if you are running any version of ACCTivate!.
However, a new version of ACCTivate! is planned to
be released in the future. This
new version of ACCTivate! is designed to be
compatible with the new version of CYMA.
This version is also designed to include
support for Pervasive 9.1.
We're hard at work testing the next ACCTivate! release
Good news! Development on the next version
of ACCTivate! is frozen and
we're well into the testing
process to put it through its paces.
Once testing is complete
and the enhancements and modifications have been well documented, we'll
release this newest and greatest ACCTivate! update.
This update
contains a good number of enhancements and we're excited to be nearing
the point where users will be able to get their hands on it.
Here are a few more preview screen shots:
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