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Search Results for “import data”
372 articles found
Date Range Filtering and Presets
Learn how to use the date range controls and preset buttons on the Bills Browser to filter bills by time period, including Today, This Week, This Month, This Quarter, This Year, and All Time options.
Bills Management Best Practices and FAQ
Best practices for managing bills efficiently in AccuArk, along with answers to frequently asked questions about bill creation, payments, statuses, recurring schedules, and troubleshooting common issues.
Getting Started with Complex Invoicing
A comprehensive overview of AccuArk's full-lifecycle invoicing system covering invoice creation, order statuses, payments, deposits, customer approval, delivery confirmation, team assignments, work orders, recurring invoices, credit limits, multi-location fulfillment, and the recommended setup order.
Adding and Managing Line Items
How to add products and services to an invoice, edit quantities and prices, apply discounts and coupons, configure shipping charges, and understand the financial summary panel.
Using Line Item Notes
How to add, edit, and clear per-item notes on invoice line items, including internal notes and customer-facing notes that print on the invoice, with details on the Notes column indicators and the FrmLineItemNote dialog.
Status-Driven Inventory Actions
A detailed explanation of the four inventory action types available on order statuses in AccuArk: none, reserve, subtract, and release. Covers how reservations are created and released, how stock subtraction works with the BulkStockTransactionManager, audit trail records, service item and zero-quantity filtering, and the atomic transaction guarantee.
Requesting Customer Approval
Learn how to use AccuArk's customer approval workflow to collect digital sign-offs before work proceeds, including using the Request Approval button, the FrmCustomerApproval dialog, signature capture, approval and rejection handling, and re-requesting after rejection.
The Customer Approval Gate
Understand how AccuArk's customer approval gate prevents invoices from advancing to certain statuses until the customer has formally approved, including how the gate is configured, how approval statuses work, what happens when a transition is blocked, and example workflows that use approval gating.
Auto-Advance After Delivery Confirmation
Learn how AccuArk's auto-advance feature automatically moves an invoice to the next configured status after delivery is confirmed, including how AutoAdvanceStatusId works, how to configure it in Order Status Settings, how normal status rules still apply, and what happens when auto-advance is not configured.
Managing Recurring Invoice Templates
Learn how to view, edit, deactivate, and manually generate invoices from recurring templates using the FrmRecurringInvoices management screen, including the template list grid, available actions, permission requirements, and the difference between deactivation and deletion.
How Automatic Invoice Generation Works
Understand how AccuArk automatically generates invoices from recurring templates on application startup, including the step-by-step generation process, frequency calculations, end date behavior, auto-email handling, error recovery, and how manual generation differs from the automatic process.
Viewing Recurring Invoice History
Learn how to view the generation history for recurring invoice templates, including how to access the history log, what fields are displayed, how to interpret email statuses, common use cases for the history log, and how template-level counters provide a quick summary.
How Credit Limit Enforcement Works
Understand how AccuArk's CreditLimitService calculates outstanding balances, evaluates proposed invoice totals against credit limits, handles hard enforcement blocks and soft enforcement warnings, and provides override options for authorized users during invoice processing.
Multi-Location Inventory Fulfillment
Learn how AccuArk's MultiLocationFulfillmentService checks inventory availability across all business locations, accounts for reserved stock, suggests optimal transfer sources, and helps you fulfill customer orders without creating unnecessary purchase orders for items already in stock elsewhere.
Creating Purchase Orders from an Invoice
Learn how to automatically generate purchase orders for invoice line items that exceed available stock, grouped by vendor, directly from the invoice toolbar using the Create PO feature.
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