ACCTivate! small & midsize business
management software
for QuickBooks® users.

ACCTivate! provides fully-integrated, real-time access to company-wide information.

• Over 100 standard reports & documents out of the box
• All reports and documents can be previewed on screen before printing
• Integrated with the world's leading reporting software, Crystal Reports®
• Create customized documents with rich content & professional design elements
• Organize & manage all reports in the ACCTivate! Report Catalog
• Easily distribute information in popular file formats
• Print display grids by simply clicking with the right mouse button
• Print any screen by clicking on the print screen button on the toolbar

Access the information you need

With over 70 standard reports & 30 standard documents, ACCTivate! users can easily access information from across the organization on day one.

• Reports are easily accessible within each category module (sales, purchasing, etc.) and are also
  
  housed within the Report Catalog, a system library that contains all reports and documents
• Report filtering: Report data can be filtered to limit what is presented to achieve a more
  
  customized user view of the information
• Printer assignments define a default printer for each report

Customize with Crystal Reports®

ACCTivate!'s reporting and document management capabilities were designed around Crystal Reports, the powerful, industry-standard business reporting software. Develop advanced, integrated reports and documents with professional design quality & branding.

Learn more about
organizing, sharing
& presenting
information using
Crystal Reports

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Organize with the Report Catalog

The Report Catalog is a
repository of all standard and
custom reports in the system.

Reports are organized in a
visual tree structure, with
folders and sub-folders
organized in logical groupings.

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Distribution

ACCTivate! reports & documents can easily be converted and attached to an email, posted on an intranet or used on the web.

Reports & documents can be exported into any of the following formats:

• Acrobat Format (PDF)
• Crystal Reports (RPT)
• HTML 3.2 and 4.0
• MS Excel 97-2000
• MS Excel 97-2000 (Data only)
• MS Word
• ODBC
• Separated Values (CSV)
• Tab-separated text
• Text
• XML
• Record style (columns no spaces)
• Record style (columns with spaces)
• Report Definition
• Rich Text Format

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ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks

Customer engagements
powered by information

ACCTivate! places a wealth of information at users' fingertips.
With customizable reports, managers can slice, dice, dissect & consolidate valuable business data to uncover possibilities, implement improvements and develop winning strategies.

CRM

• Standard reports include Customer by Marketing Analysis, Marketing Analysis by Customer, Marketing Analysis
  
  Summary, Sales Category by Customer, Product by Customer (detail), Product by Customer (summary), Product Class by Customer, Top 10 Customers by Margin and Top 10 Customer by Sales
• Create custom reports using any system data for analysis of Customer Relationship Management activities.
  
  Examples include online & offline lead activities, marketing list usage, activity management, lead conversions to quotes, lead conversions to sales, existing customer profiling, sales pipeline analysis & forecasting, sales trends, customer service trend analysis and service level performance measurements

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Sales order management & order fulfillment

• Standard reports include Booked Orders, Completed Orders, Open Orders, Open Orders by Customer,
  
  Order Backlog by Product, Order Cancellation, Invoice Register, Backorder by Product, Backorders,
  Overdue Orders, Scheduled Orders, Product by Product Class, Product by Sales Category, Product Class Summary, Sales Category Summary, Open Sales Quotes, Sales Quote Forecast, Commission on Paid Invoices, Commission Report, Product Class by Salesperson, Sales Category by Salesperson, Customer Aging by Due Date (detail) and Customer Aging by Due Date (Summary)
• Create custom reports using any system data for analysis of sales activities.
  
  Examples include: gross margin analysis, win-loss analysis, sales cycle phase trends, sales opportunity management, comparison of pricing results, margin analysis, discount effective on close results and sales by channel (online, offline)
• Standard documents that can be customized include Bill of Lading, Credit Memo, Credit Memo Proof, Invoice,
  
  Invoice Preparation Errors, Order, Order with Components, Pack List, Pack List with Components, Pick / Pack, Pick / Pack with Components, Pick Ticket, Pick Ticket with Components, Shipping Labels for Picked Orders and Quote

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Service management

• Standard reports include Service Billing by Customer, Service Billing by Employee, Service Billing Proof by
  
  Customer and Service Billing Proof by Employee
• Create custom reports using any system data for analysis of service business management.
  
  Examples include open service activities, service activities by assignment, due date or status - completed, incomplete or overdue, issues & resolutions, time to complete analysis and service segment profitability
• Standard documents that can be customized include Service Invoice, Service Invoice
  
  (Time and Materials split), Service Order and Service Order (Time and Materials split)

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Want to know more about ACCTivate!'s capabilities?

Explore the ACCTivate! CRM features and functions

Explore the ACCTivate! Sales order management features and functions

Explore the ACCTivate! Service management features and functions

Explore the ACCTivate! Order fulfillment – Picking & Shipping features and functions

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ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks

Inventory & warehouse management
powered by information

ACCTivate! provides managers the real-time information needed to review, analyze, and predict ongoing and future business needs. ACCTivate!'s large repository of standard inventory and warehousing reports & documents, combined with the capability to create custom reports on virtually any data housed in the system, provides vast visibility into business operations.

• Standard reports include Inventory Variance, Inventory Adjustments, Inventory Assembly, Inventory Balance
  
  Adjustments, Inventory Balancing Entries, Inventory Detail Journal, Inventory Detail Journal By Account, Inventory Issues, Inventory Ledger, Inventory Receipts, Inventory Summary Journal, Inventory Transfers,
  Product Summary by Period, Assembly Component Requirements, Inventory Cost Layers, Inventory Location Restock, Inventory Lot / Serial Report, Inventory Product Location List, Inventory Reorder, Inventory Valuation, Primary Location Restocking, Stock On Hand
• Create custom reports using any system data for analysis of Inventory & warehouse management activities.
  
  Examples include: product history by any stored attribute, where-used list, inventory count variance,
  transaction audit, evaluation, low stock alerts, reserved stock
• Standard documents that can be customized include Put Away List for Inventory Receipts Form, Bill of Materials,
  
  Inventory Products, Product Barcode Label by Product (DYMO 30336), Product Label by Product (DYMO 30336), Inventory Count Sheet, Shipping Labels

Want to know more about ACCTivate!'s capabilities?

Explore the ACCTivate! Inventory management features and functions

Explore the ACCTivate! Warehousing features and functions

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Purchasing management
powered by information

Leverage the power of ACCTivate! with up-to-the-minute reports that provide the valuable information needed to effectively manage purchasing activities. Optimize supplier relationships, monitor inventory levels, handle replenishment forecasting, & manage drop shipments with ACCTivate!'s standard and custom reports capabilities.

• Standard reports include Product List by Vendor, Open Purchase Orders, Open Purchase Orders By Issue Date,
  
  Open Purchase Orders By Product ID, Open Purchase Orders By Supplier, Open Purchase Requests and
  Open Request for Quote
• Create custom reports using any system data for analysis of Purchasing activities
• Standard documents that can be customized include Purchase Order, Purchase Order Cancellation,
  
  Purchase Order Proof Copy, Purchase Request, Purchase Order Proof Copy Form and Request For Quote

Want to know more about ACCTivate!'s capabilities?

Explore the ACCTivate! Purchasing management features and functions

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ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks

Crystal Reports

Virtually any report or document you can envision can be created by combining the power and flexibility of Crystal Reports and ACCTivate!. From barcodes for product or bin labeling to advanced, rich content reports and documents with professional design quality & branding - the data collected in ACCTivate! is quickly & easily converted into actionable information and interactive content.

Collect

Company-wide data stored in
ACCTivate! can be utilized,
including customer, product &
vendor history and information.

Design

Quickly create interactive, reports
& documents using an intuitive
drag & drop interface and
enhance documents with charts,
graphs, images and logos that
can be used & re-used across the
company and beyond.*

View Users can view, with page forward/back, zoom, search, sort, filter, print and export options.

Publish Convert reports to HTML & automatically publish it to the Web or an intranet or publish as Adobe PDF attachments.**

Share Printed reports or PDF attachments can be distributed by eMail or attached to websites.

Widgetize ACCTivate! Dashboard widgets, with a variety of levels of detail, can be built and customized by each user.

Optimize Create barcodes for product and/or bin labeling. Brand POs, sales orders & invoices. Replace not-relevant data with relevant information.

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ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks

Below is an extensive list of the standard ACCTivate! reports listed by category.
In addition to standard reports, unlimited custom reports and documents can be created with Crystal Reports®.

ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks