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ACCTivate! resources
Reference Guides
ACCTivate! Reference Guides provide detailed step-by-step instructions for each solution module.
ACCTivate! for QuickBooks Reference Guide
ACCTivate! for CYMA Reference Guide
ACCTivate! for QuickBooks Reference Guide
ACCTivate! for CYMA Reference Guide
ACCTivate! support
Existing ACCTivate! users, please login to access:
Downloads & updates
Documents & resources
Knowledge base
Support requests
Downloads & updates
Documents & resources
Knowledge base
Support requests
Training
Alterity offers a broad range of instructor-led training classes designed to provide users with the knowledge and skills to better fully utilize the ACCTivate! system.
To register for a class, please login.
To register for a class, please login.
| Class | Key Learnings | Time | Cost |
| Product | Product setup, product screen, inventory configuration, product data imports & updates | Class held every other Tuesday at 1PM Central | $125 |
| Purchasing & Inventory | Purchase order processing, inventory transactions, drop shipment, lot & serial number setup & tracking, purchasing & inventory flow management with alerts | Class held every other Wednesday at 1PM Central | $125 |
| Customer | Customer setup, customer screen, customer default, marketing code, marketing list configuration, broadcast emails & mailing lists, customer credit management & collection with alerts | Class held every other Tuesday at 1PM Central | $125 |
| Sales | Quick quotes, quote/sales order screens & processes, special inventory sales, picking and shipping documents & processes, invoicing, batch invoices & voiding invoices, credit memos, sales order management with alerts | Class held every other Wednesday at 1PM Central | $125 |
| Business Activities | Business Activities module & its benefits, typical uses (i.e Sales Lead Tracking, RMA's & Customer Service Requests), incorporating related information (i.e. Customers, Products, Sales Orders), notes, setting up alerts for employees, email templates and overall setup & configuration | Class held on 2nd Monday of each month at 1PM Central | $125 |
| Beginning Custom Reporting | Designed to help you utilize the reporting tools in ACCTivate! to get you started using Crystal Reports®. Managing Crystal reports with ACCTivate!; exporting and preview options; adding, removing and deleting fields; adding logos; formatting options; adding new reports to ACCTivate!; selection prompts, and printer assignments. |
Class held on 3rd Monday of each month at 1PM Central | $175 |
| Intermediate Custom Reporting | Designed to help users that have conquered the basics and are ready to learn more reporting concepts with their ACCTivate! data. Groups (adding, deleting, changing, sorting); selection filters; summaries and totals; creating formulas; suppression and conditional suppression; and different options with controlling sections. |
Class held on 1st Monday of every other month at 1PM Central | $175 |
| Advanced Custom Reporting | Designed for those that have mastered the intermediate class and commonly use Crystal Reports. Adding different database views to an existing report; linking and joining from the database expert; Cross-tab reports; using running totals; advanced formulas and parameter fields; and adding a sub-report to an existing report. |
Class held on 1st Monday of every other month at 1PM Central | $175 |
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