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aACE 6

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  • Glossary
  • aACE Implementation Strategy
    • Introducing the aACE Implementation Process
    • Step 1: Discovery
    • Step 2: Configuration & Customization
    • Step 3: Data Migration
    • Step 4: End-User Training
    • Step 5: Go-Live
    • Step 6: aACE Optimization
    • Step 7: Ongoing Support
    • Obtain a Free Trial of FileMaker 2024
    • Best Practices for an aACE Upgrade
  • aACE System Overview
    • System Overview
      • System Overview - Read Me First
      • Accessing Internal Modules
      • Accessing CRM & Sales Modules
      • Accessing Order Management Modules
      • Accessing Order Setup Modules
      • Accessing Accounts Payable Modules
      • Accessing Accounts Receivable Modules
      • Accessing Inventory Modules
      • Accessing Accounting Modules
      • Accessing System Admin Modules
    • Getting Started with aACE
      • Getting Started - Read Me First
      • Overview of the Main Menu
      • Overview of the List View
      • Overview of the Detail View
      • Overview of Record Status Levels
      • Overview of Selectors
    • Universal Functions
      • aACE Key Commands
      • Working with Documents
      • Exporting Records
      • Notes and Record Log Comments
        • Overview of Notes
        • Overview of Record Logs
        • Adding Comments, Activities, Support, or Next Steps
        • Searching and Exporting Record Logs
      • Notices
        • Overview of Notice Setups
        • Working with Notices
        • Cleaning Up Notices
        • Reassigning Notice Setups to Different Teams
        • Deactivating Notice Setups
        • Overview of Notices
        • Overview of My Notices
      • Printing
        • Printing Information from aACE
        • Editing Print Layouts
        • Handling Corrupt Fonts
      • Searching Records
        • Finding a Set of Records
        • Using aACE's Quick Search Features
        • Sorting Records in the List View
        • Understanding Advanced Search Functionality
        • Using Search Operators for Better Results
        • Removing Records from Search Results
        • Adding Records to Search Results
        • Using aACE Related Records Links
      • Overview of Documents and the Documents Viewer
      • Email
      • Support
        • Getting Started with aACE 6 Support
        • Getting Better Support with Better Support Tickets
    • aACE System & User Setup
      • Installing aACE - System Admin and Server Guides
        • aACE Server
          • FileMaker
            • Overview of Configuring Your aACE Server
            • Preparing the Server
            • Installing & Configuring FileMaker Server
            • Installing FileMaker Pro on Your aACE Server
            • Installing & Configuring aACE
            • Configuring Backups & Anti-Virus Software
            • Configuring an SSL Certificate
            • Configuring the Server's Desktop
            • Confirming Network Configuration for an aACE Launcher
            • Restarting the aACE Server
            • Enabling Remote Access to Your aACE System
            • Restarting the FileMaker Script Engine
            • Upgrading Your aACE Server to FileMaker Server 19.1.2 or Later
          • Configuring Automated Restarts on Your aACE Server
        • System Admin
          • Configuring the aACE Launcher
          • Installing the FileMaker Client
          • Setting a Static IP Address on Mac OS
          • Setting Up Offsite Backups
          • Disabling Automatic Software Updates
          • Installing Windows / Mac Software Updates on Your aACE Server
          • Working with the aACE Default Password
          • Creating and Hosting Prefixed Test Systems
          • External Authentication in aACE
          • Restarting LogMeIn on Your aACE Server
          • Downgrading Your Version of FileMaker
      • Accessing aACE - Guides for New Users
        • Accessing aACE from Your Computer
        • Coordinating with Your System Administrator on Your aACE Setup
        • Accessing aACE Using a Launcher
        • Accessing aACE Without a Launcher
        • Logging In and Out of aACE
      • Team Members & System Users
        • Setting Up New Users
        • Managing a User's Status
        • Resetting a User's Password
        • Changing a User's Account Name
        • Setting Up Teams
        • Managing a Team Member's Status, Office, and Department
        • Creating a Team Member's Related Company and Contact Record
        • Assigning Expense Approvers to Team Members
        • Overview of User Groups
        • Controlling Access to aACE Modules with User Groups
        • Understanding Record Access Privileges in User Groups and Team Member Settings
        • Understanding the 'Can Switch Offices' Team Members Preference
        • Using FileMaker Re-login to Update Settings
        • Overview of Team Members
        • Overview of Teams
      • Offices & Departments
        • Overview of Offices
        • Setting Up Departments
        • Viewing Team Members by Office
        • Personalize Report Branding by Office
        • Switching Between Offices
        • Overview of Departments
        • Overview of Inventory Bins
      • Postal Code & Mailing Setup
        • Zip-Codes.com Database Integration
        • Working with Postal Codes
      • Email and Mailgun
        • Mailgun
          • Setting Up Mailgun
          • Troubleshooting Mailgun Errors
          • aACE+Mailgun Email Advanced Functionality
        • aACE Email Integration
          • Understanding the aACE Email Integration
          • Email Integration Feature Highlight
          • Understanding Email Automation in aACE
          • Setting Up the aACE Email Integration
          • Working with Email Templates
          • Editing Email Templates
          • Overview of Emails
        • aACE Data Interchange (ADI)
          • aACE Data Interchange Overview
          • aACE Data Interchange (ADI) Email Functionality
          • Vendor Acknowledgement Workflow
          • Customer Pay Now Workflow for Credit Card Payment
          • Customer Pay Now Workflow for ACH Payment
      • System-Wide Preferences
        • Overview of aACE Preferences
        • Overview of Branding Preferences
        • Overview of Billing Preferences
        • Overview of Procurement Preferences
        • Overview of Production Preferences
        • Overview of Shipping Preferences
        • Overview of Database Preferences
        • Overview of Currency Conversion Preferences
        • Overview of Documents Preferences
        • Overview of aACE Menu Preferences
        • Overview of Shipping Setup Preferences
        • Overview of Automation Schedules Preferences
        • Overview of Units of Measure Preferences
        • Working with Management Preferences
      • System Management
        • Configuring Automation Schedules
        • Notification Automation Preferences
        • Working with Value Lists
        • Overview of System Logs
    • Accounting & Bookkeeping
      • Accounting
        • Printing Financial Reports
        • Understanding the aACE Chart of Accounts
        • Importing and Setting Up Your Chart of Accounts
        • Closing a Fiscal Year
        • Managing and Printing Vendor 1099s
        • Writing Off Bad Debt
        • Understanding Multi-Entity Accounting
        • Reconciling Inventory with the GL
        • Understanding the Unit Cost Logic in the COGS Reconciliation Process
        • Troubleshooting Errors from Billing or Payment Terms
        • Understanding the Accounting Module Naming Conventions
      • Accounting Preferences
        • Chart of Account Preferences
        • Overview of Billing & Payment Terms Preferences
        • Overview of Period Management Preferences
        • Customizing Adjustment Codes
        • Accounting Data Entry Preferences
      • Reconciling Bank Accounts
        • Viewing the Check Register
        • Reconciling a Bank Account
        • Overview of Bank Reconciliation
      • Working with the General Ledger
        • Reassigning GL Accounts to Posted Transactions
        • Deleting Unused GL Accounts
        • Removing Relationships to GL Accounts
        • Reassigning GL Account from Line Item Code for List
        • Viewing Records in the General Ledger
        • Adding an Account to the Chart of Accounts
        • Updating GL Accounts & Activity for Line Item Codes
        • Overview of GL Accounts
        • Overview of GL Budgets
      • COGS, Accrued Inventory, and Labor
        • Understanding the Relationship Among Inventory Lots, Usage, & Transactions
        • Understanding the COGS Reconciliation Process
        • Understanding Accrued Inventory
        • Understanding Unallocated Inventory Usage
        • Using Inventory Adjustments to Resolve Unallocated Inventory Usage
        • Understanding the Inventory Give-Back Loop
        • Understanding the Accrued COGS Reconciliation Process
      • Working with Recurring Transactions
      • Working with Currency Conversions
      • Understanding aACE and Payroll Processing
      • Working with Auto-Reversing General Journal Entries
    • Accounts Payable
      • Understanding Payment Methods
      • Using the Adjustment Field in Disbursements
      • Working with Use Taxes on Purchase Orders and Purchases
      • Managing Purchase Orders
        • Working with Purchase Orders
        • Handling Vendor Deposits
        • Managing Requests for Quotes
        • Overview of Purchase Orders
      • Managing Purchases
        • Working with Purchases
        • Applying a Vendor Credit to a Purchase
        • Entering Purchases for Carrier Invoices
        • Overview of Purchases
      • Making Payments to Vendors
        • Paying a Vendor
        • Using the Pay Bills Screen to Pay Multiple Vendors
        • Printing Checks
        • Working with Remittance Advice
        • Automating Remittance Advice
        • Selecting a Check Template
        • Processing Refunds from Vendor Purchases
      • Using Credit Cards for POs, Purchases, and Payments
        • Setting Up Internal Credit Cards
        • Entering Credit Card Payments for Purchasing
      • Overview of Disbursements
      • Overview of Vendor Follow-Up
      • Overview of Purchase Items
      • Overview of Purchase Order Items
      • Overview of Disbursement Items
    • Accounts Receivable
      • Invoices and Receipts Overview
        • Overview of Invoices
        • Overview of Receipts
        • Overview of Invoice Items
        • Overview of Receipt Items
        • Recording a Bank Deposit
      • Payments From Customers
        • Receiving Payments from Customers
        • Using the Adjustment Column in Receipts
        • Processing Refunds for Customer Payments
        • Processing Customer Overpayments
        • Working with Progress Billing
        • Applying a Customer Credit from the Orders Module Payment Dialog
      • Payment Processing
        • Working with Customer Credit Card Processing
        • Adding a Credit Card Without Charging
        • Updating Customer Credit Cards
        • Applying Credit Card and Debit Card Payments to Orders with Global Payments Integrated
        • Adjusting for Credit Card Fees on Merchant Accounts
        • Resolving Incomplete Credit Card Transactions
        • Processing Credit Card Chargebacks
        • Third Party Payment Processors
          • Payment Processor Setup
          • Payment Innovators Specific Workflows
            • Customer Pay Now Workflow for Credit Card Payment
            • Customer Pay Now Workflow for ACH Payment
            • Payment Innovators ACH Processing General Workflow
            • ACH Processing Co Portal and Reports
            • ACH Return Code Explanations
          • Global Payments Specific Workflows
            • Applying ACH Payments to Orders with Global Payments Integrated
    • CRM & Sales
      • Leads
        • Creating Leads
        • Understanding Lead Management
        • Closing Leads
        • Overview of Leads
      • Lists
        • Overview of the Lists Module
        • Working with CRM Lists
      • Overview of Activities
      • Overview of Contacts
      • Overview of Companies
      • Campaigns
        • Overview of Campaigns
    • Data Migration
      • Migration Overview
        • Understanding the Data Migration Process
        • Migrating Master Data to aACE
        • Resetting Test Transaction Data
      • Importing Data
        • Overview of Importing Data
        • Data You Can Import into aACE
        • Understanding Master Data and Transaction Data
        • Downloading an Import Template
        • Preparing a Data File for Importing
        • Importing Records
        • Importing Transaction Data
        • Mapping Import Fields by Hand
        • Handling Import Validation Errors
        • Importing Updates to Your Line Item Codes
        • Importing Item Data into a Header Record
    • FAQs
      • Contact Management Questions
        • Changing the Default Postal and Phone Formats
      • Accounting & Bookkeeping Questions
        • Effects on Historical Transactions from Changing a Line Item Code's GL Account
    • Line Item Codes (Items & Services)
      • Overview of Line Item Codes
      • Assigning a Preferred Vendor to a Line Item Code
      • Replacing an LIC with Another of a Different Record Type
      • Configuring the Deposit Line Item Code
      • Deactivating a Line Item Code
      • Updating Unit Costs
      • Working with the Auto-Update Cost Rate Feature
      • Understanding Methods for Purchasing Outsourced Services
      • Overview of the Bill of Materials
      • Overview of LI Code Options
    • Inventory
      • Working with Inventory Transactions, Inventory Lots, and Inventory Usage
      • Setting Up Inventory Tracking
      • Setting Up Inventory Bins
      • Following an Example of Inventory Flow
      • Making Inventory Transfers
      • Making Inventory Adjustments
      • Processing Returns for Drop Shipped Inventory
      • Managing Inventory Through Cycle Counting
      • Understanding Inventory Replenishment for Purchased Items
      • Configuring Inventory Replenishment for Purchased Items
      • Configuring Inventory Replenishment for Manufactured Items
      • Working with Landed Cost
      • Understanding Inventory Tracking with Manufacturer Lots
      • Understanding Inventory Tracking with Serial Numbers
      • Tracking Inventory Transactions for Lot-Tracked and Serialized Items
      • Handling Returns and Inventory Adjustments for Lot-Tracked and Serialized Items
      • Understanding Discontinued Line Item Codes
      • Understanding Inventory Replenishment for Manufactured Items
      • Overview of Inventory Transactions
      • Overview of Inventory Lots
      • Overview of Inventory Usage
      • Overview of Inventory Adjustments
      • Overview of Inventory Adjustment Items
      • Overview of Inventory Mfr Lot Balances
    • Invoicing
      • Invoice Management
        • Working with Invoices
        • Handling Customer Deposits
        • Issuing a Customer Credit
        • Sending Customer Invoices
        • Sending Customer Statements
        • Sending Customer Orders
        • Understanding Adjustment Invoices
        • Applying a Customer Credit to an Invoice
        • Moving a Customer Payment from One Invoice to Another
      • Invoice Automation
        • Configuring Automation Settings for Invoicing
        • Understanding Invoice Automation
    • Jobs and Tasks
      • Overview of Jobs
      • Creating Task Groups
      • Linking Task Groups to Assembly Line Item Codes
      • Using Task Groups with Templates
      • Testing Task Groups
      • Rescheduling Task Group Tasks
      • Understanding Task Group Anchoring and Scheduling
      • Understanding Job Assignment Logic
      • Understanding Order, Production, and Standard Jobs
      • Overview of Tasks
      • Understanding Task Assignment Logic
      • Understanding Order, Production, Standard, and Sales Tasks
      • Understanding Task Preferences
      • Overview of Job Costs
      • Overview of Task Groups
      • Overview of Task Group Items
    • Mobile Apps
      • Getting Started with aACE Mobile
        • Configuring aACE for Mobile Apps
        • Considerations & Peripherals for Mobile Apps
      • CRM App
        • Configuring the aACE CRM App
        • Using the aACE CRM App
      • Expenses App
        • Configuring the aACE Expenses App
        • Using the aACE Expenses App
      • Inventory Counter App
        • Configuring the aACE Inventory Counter App
        • Using the aACE Inventory Counter App
      • Job Shop App
        • Configuring the aACE Job Shop App
        • Using the aACE Job Shop App
      • Orders App
        • Configuring the aACE Orders App
        • Using the aACE Orders App
      • Pick App
        • Configuring the Pick App
        • Using the Pick App
      • Receiving App
        • Configuring the Receiving App
        • Using the Receiving App
      • Time & Tasks App
        • Configuring the aACE Time & Tasks App
        • Using the aACE Time & Tasks App
    • Orders
      • Order Management
        • Overview of Orders
        • Working with Orders
        • Understanding Shipping Costs and Prices for Orders
        • Order Procurement Automation
        • Understanding Pick Up Orders
        • Understanding Drop Shipping
        • Understanding Backorder Management
        • Configuring Backorder Management
        • Understanding Processes for Customer Returns
        • Handling Customer Returns with Replacement Items
        • Handling Customer Returns by Reducing Order Items
        • Working with Special Orders
        • Working with Alts, Upgrades, and Options
        • Understanding Sales and Production Orders
        • Overview of Order Entry Preferences
        • Configuring Order Layouts
        • Overview of Order Items
        • Overview of Order Procurement
      • Overview of Projects
    • Pricing, Rates, and Commissions
      • Pricing
        • Overview of Line Item Code Rates
        • Pricing for Line Item Codes
        • Working with Volume Discount Pricing
        • Walk-Through for Pricing and Rate Cards
        • Assigning Customer Discounts
      • Rate Cards
        • Understanding Rate Cards
        • Creating Rate Cards
        • Assigning Rate Cards to Orders
        • Overview of Rate Cards
        • Overview of Rate Card Items
      • Commissions
        • Reviewing Commissions Functionality in aACE
        • Understanding Commission Structures
        • Setting Up Commissions
        • Working with Commissions and Accounting
        • Previewing and Generating Commission Statements
        • Paying Commissions
        • Manually Adjusting Commission Statements
        • Updating and Resetting Commissions on an Order
        • Understanding Commission Eligibilities
        • Working with Volume Commissions
    • Programming in aACE
      • Customizing the Main Menu
      • Programmer Mode Disclaimer
      • Logging In to Programmer Mode
      • Creating a Test System
      • Adding a Custom Menu Option
      • Enabling Remote Container Storage
    • Reporting
      • Understanding Reporting
      • Manually Exporting Grouped Report Data into Excel
      • Understanding the FileMaker 'Save as Excel' Button
    • Shipping & Receiving
      • Managing Shipping and Receiving
      • Shipping (Outgoing Shipments)
        • Shipping an Order to Multiple Addresses
        • Returning Shipments to Vendors
        • Updating Shipments for Orders
        • Voiding a Shipment
        • Entering Shipments from the Shipping Log
        • Handling Shipments that Contain the Wrong Item
      • Understanding Receiving for Purchase Order Items
      • Receiving (Incoming Shipments)
        • Receiving Incoming Shipments
        • Receiving Returned Orders
      • Understanding Blind Shipping
      • Overview of the Shipping Log
      • Overview of Shipping Log Items
    • Tax Profiles
      • Overview of Tax Profiles
      • Setting Up Tax Profiles
      • Linking Tax Profiles to Postal Codes
      • Linking Tax Profiles to Company Records
      • Understanding Tax Rate Calculations
      • Handling Tax Rate Changes
      • Creating a Tax Profile
      • Flagging Companies as Tax Exempt
    • Templates
      • Building a Template
      • Using Templates in Orders
      • Using Templates for Purchase Orders
      • Using Templates for Shipping Charges
      • Using Templates in Campaigns
      • Overview of Templates
      • Overview of Template Items
    • Third Party Integrations
      • Payment Processing
        • Payment Processing Feature Highlight
        • Understanding Credit Card Processing
        • Selecting a Credit Card Processor
        • Working with Test Mode to Learn About Credit Card Processing
        • Verifying Your Payment Processor Setup
        • Managing Your Credit Card Processor Fees
        • Processing Refunds for Customer Credit Card Payments
        • Charging a Fee for Customer Payments Made with a Credit Card
        • Processing Refunds for Vendor Purchases Made on a Credit Card
        • Payment Innovators
          • Setting Up Payment Innovators
          • Customer Pay Now Workflow for Credit Card Payment
          • Customer Pay Now Workflow for ACH Payment
          • Payment Innovators ACH Processing General Workflow
          • ACH Processing Co Portal and Reports
          • ACH Return Code Explanations
          • Refund A Credit Card Convenience Fee
        • Global Payments Integrated
          • Setting Up Global Payments Integrated
          • Working with Global Payments Integrated Peripherals
          • Troubleshooting Global Payments Integrated Errors
        • Authorize.Net
          • Troubleshooting Authorize.Net Errors
      • Sales Tax Automation
        • AvaTax
          • Understanding aACE+ AvaTax Integration
          • Setting Up Avalara Integrations
          • Using AvaTax
          • Troubleshooting AvaTax Errors
          • Filing Your Taxes Using AvaTax
          • Using CertCapture
      • Shipping
        • Choosing a Shipping Solution
        • ReadyShipper
          • Troubleshooting ReadyShipper Errors
        • ShipStation
          • Setting Up ShipStation
        • NRG
        • eCommerce
          • Understanding Your eCommerce Integration
          • Choosing an eCommerce Platform
          • Handling eCommerce Returns and Refunds
          • Refunding Taxes on eCommerce Orders
          • Understanding How to Account for eCommerce DTC Orders
          • WooCommerce
            • Troubleshooting WooCommerce Errors
          • Shopify
            • Troubleshooting Shopify Errors
          • ReadyCloud
            • Troubleshooting ReadyCloud Errors
        • Email Marketing
          • Understanding Email Marketing
          • VerticalResponse
          • Calendar
            • DayBack
              • Troubleshooting DayBack Calendar Errors
          • Data Visualization
            • Tableau
              • Setting Up Tableau
            • Understanding aACE Data Services (ADS)
          • Electronic Data Interchange (EDI)
            • Understanding EDI
            • Selecting an EDI Provider
            • Onboarding and Testing an EDI Trading Partner
            • Setting Up EDI
        • Time Management & Expense Envelopes
          • System Configuration
            • Internal Orders
          • Time Management
            • Overview of the Time Module
            • Setting Up Time Management
            • Understanding and Working with Time Management
            • Handling Time Management for Freelancers
            • Using the Time Clock
            • Overview of Timesheets
          • Expense Envelopes
            • Configuring Your System for Expense Envelopes
            • Working with Expense Envelopes
        • Troubleshooting
          • Troubleshooting the "Server Busy" Error Message for aACE Email
          • Finding Which Version of FileMaker You're Running
          • Troubleshooting Mac Errors About Unidentified Developers
          • Logging In to Local File Sets
          • Clearing Saved Login Credentials
          • Troubleshooting Connectivity Issues
          • Assigning a Default Email Program on a Workstation
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        FAQs

        Contact Management Questions

        Accounting & Bookkeeping Questions

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